Trigger Event

A Trigger Event In The Vix Asset Allocation Model 8/31/15 - South Gent | Seeking Alpha

Update for Bond and Preferred Stock Basket Strategy as of 8/28/15

Update For Bond And Preferred Stock Basket Strategy As Of 8/28/15 - South Gent | Seeking Alpha

As mentioned in that post, my Vix Asset Allocation model is very close to flashing a Trigger Event.

Update for Closed End Fund Basket Strategy as of 8/27/15

Update For Closed End Fund Basket As Of 8/27/15 - South Gent | Seeking Alpha

Update for REIT Basket Strategy as of 8/24/15

Update For REIT Basket Strategy As Of 8/24/15 - South Gent | Seeking Alpha

I am continuing to discuss recent market developments in the comment section to an earlier Instablog: Update On Portfolio Management And Positioning As Of 8/18/15 - South Gent | Seeking Alpha

Update for Regional Bank Basket as of 8/21/15

Update For Regional Bank Basket Strategy As Of 8/21/15 - South Gent | Seeking Alpha

I have expressed my thoughts about today's market action in several comments to my prior post: 

Update On Portfolio Management And Positioning As Of 8/18/15 - South Gent | Seeking Alpha

South Gent's Comments | Seeking Alpha

Update on Portfolio Management and Positioning as of 8/18/15

Update On Portfolio Management And Positioning As Of 8/18/15 - South Gent | Seeking Alpha

BBT announced an agreement to acquire NPBC which I discussed buying in my last regional bank update: 

Update For Regional Bank Basket Strategy As Of 8/7/15 - South Gent | Seeking Alpha

BBT just finished its acquisition of SUSQ earlier this month, another one of my PA based banks. 

Update for Bond and Preferred Stock Basket Strategy as of 8/14/15

Update On Bond And Equity Preferred Stock Basket Strategy As Of 8/14/15 - South Gent | Seeking Alpha

Update for CEF Basket Strategy as of 8/14/15

Update For Closed End Fund Basket Strategy As Of 8/14/15 - South Gent | Seeking Alpha

South Gent's Comments | Seeking Alpha

South Gent's Instablog | Seeking Alpha

Update for REIT Basket Strategy as of 8/11/15

Update For REIT Basket Strategy As Of 8/11/15/Interest Rate Cycles And REIT Stock Prices - South Gent | Seeking Alpha

South Gent's Comments | Seeking Alpha

South Gent's Instablog | Seeking Alpha

Update for the Regional Bank Basket Strategy

Update For Regional Bank Basket Strategy As Of 8/7/15 - South Gent | Seeking Alpha

South Gent's Instablog | Seeking Alpha

South Gent's Comments | Seeking Alpha

Update on Portfolio Positioning and Management

Update On Portfolio Positioning And Management - South Gent | Seeking Alpha

Update for Bond and Preferred Stock Basket Strategy

Update For Bond And Equity Preferred Stock Basket Strategy As Of 7/31/15 - South Gent | Seeking Alpha

In this one, I discuss my latest foray into Linn unsecured debt. Those purchases are not an investment, but are nothing more or less than pure gambling IMO.