All posts tagged "sma portfolio"

    EPR Properties Added to the SMA Portfolio

    PR Properties (EPR) was added to the SMA Portfolio today. EPR is a REIT yielding 6.4%.

    • Posted January 27, 2020
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  • Closed end fund discounts 2013
    Year-End Opportunity in Closed-End Funds

    Having invested in Closed-End Funds (CEF) many times in the past, I'm on the lookout when opportunities present themselves because yields can be enticing if the discounts to Net Asset Value (NAV) are wider than usual.

    • Posted December 16, 2013
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  • Portfolio rebalancing
    SMA Portfolio Rebalancing Part Two

    As noted in an earlier post the SMA Portfolio required rebalancing. The sale of the entire position in the SPDR Dow Jones International Real Estate (RWX; $42.86) ETF and 40% of the position in Nautilus (NLS; $7.45)...

    • Posted March 27, 2013
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  • Stock Market Advantage Portfolio
    SMA Portfolio Rebalancing Planned

    A review of the Stock Market Advantage portfolio revealed the allocation of assets has shifted from the targeted allocation of 70% fixed income and 30% equities. The SMA portfolio is now approximately 33% equities, 64% fixed income,...

    • Posted March 27, 2013
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  • Stock Market Advantage Holdings Return
    2012 Performance Review: One Year, Five Year, and 10 Year Comparisons

    The past year was one which exhibited very little in overall market volatility. In this environment the major stock market averages performed remarkably similarly. International, U. S. large, mid and small cap annual performance was in the...

    • Posted January 2, 2013
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  • TIPs To Be Sold From SMA Portfolio Today

    Treasury Inflation Protected Securities (TIPS) appear to be overpriced at the moment. An arbitrary decision has been made to eliminate all TIPS positions in the SMA Portfolio. iShares Barclays TIPS Bond (TIP) was sold at the market...

    • Posted October 6, 2010
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  • Portfolio Tweaking

    The SMA Portfolio featured here has a portion of the fixed income allocation invested in closed-end funds. Two of the funds, Putnam Premier Income Trust (PPT) and MFS Charter Income Trust (MCR), were trading at substantial discounts...

    • Posted February 17, 2010
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  • Exxon Mobil to be Purchased

    Exxon Mobil (XOM) will be added to the SMA Portfolio sometime this week, as proceeds from the buyout of Harvest Energy Trust were received. XOM was the worst performer in the DJIA last year. It’s a high...

    • Posted January 4, 2010
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  • SMA Portfolio Cash Balance Invested in Vanguard ETF

    Today the cash balance in the SMA Portfolio was invested in the Vanguard Short-Term Bond ETF (BSV) at $79.81. The return from this fund will hopefully be better than, and almost as stable as a money market...

    • Posted September 17, 2009
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  • Position Initiated in the iShares Barclays TIPS Bond (TIP) Fund

    Today a position in the iShares Barclays TIPS Bond Fund (TIP) ETF was initiated in the SMA portfolio. TIP represents approximately 18% of the portfolio. According to an article by ETF Grind at Seeking Alpha, TIP is...

    • Posted May 27, 2009
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