Perfect Five-ETFs
March 20, 2022 | BABA, Daily JAM, FXI, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
I expect a continuation of the “disagreement” between domestic Chinese and foreign investors about the risk and direction of China’s stock marketThe two groups see very different worlds when they look at Chinese stocks. China’s domestic investors see a market ready for a big rally from a severe bear market on support from the People’s Bank of China, stock market friendly changes in policy from China’s financial regulators, and promises of fiscal stimulus from the Beijing government. Foreign investors see a the dangers of a confrontation with the United States and the potential for economic sanctions on China
March 16, 2022 | Daily JAM, FXI, Jubak Picks, Morning Briefing, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
Yesterday, March 15, I was thinking that I wished I didn’t own any China stocks at all. Today, March 16, I wished I owned more. Lot’s more.
March 5, 2022 | Daily JAM, Perfect Five-ETFs, Top 50 Stocks |
In the coming week I expect global stock market action to shift to China. With every other stock market looking almost too risky to invest in, and the recent advice to invest in emerging market stocks, China’s short-term story looks (relatively) very attractiveAt the opening of China’s weekend session of the country’s legislature on Saturday, China’s premier, Li Keqiang, announced that the 2020 growth target for the country’s economy was “around 5.5 percent.”
February 8, 2022 | BABA, Daily JAM, FXI, JD, Morning Briefing, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
With the end of the Lunar New Year holiday and the reopening of China’s stock markets, China’s state-backed investment funds have started buying shares of the Chinese stocks traded on U.S. markets. The move follows actions by the People’s Bank of China to inject cash into the economy and financial markets.
January 21, 2022 | Daily JAM, FXI, Perfect Five-ETFs, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-first YouTube video “QuickPick: FXI China ETF” went up today.
January 17, 2022 | Daily JAM, Perfect Five-ETFs, Top 50 Stocks, Volatility |
Today, the People’s Bank of China cut its key interest rate for the first time in almost two years to help support China’s economy. The People’s Bank of China lowered the rate at which it provides one-year loans to banks by 10 basis points. Not a huge move–100 basis points equals one percentage point–but earlier than many economists–and I–had anticipated.
January 2, 2022 | Daily JAM, FXI, Mid Term, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
In other years this would clearly be the time to jump into China stocks. What we have right now is a classic, tried-and-true set up for big gains from buying China stocks. With a “but” or two that suggests a cautious strategy. But I will be buying shares of Tencent Holdings and the FXI ETF on Monday, January 3.
November 23, 2021 | Daily JAM, KBWB, Perfect Five-ETFs |
Today on the market’s recalculation of the Federal Reserve’s schedule for interest rate increases–initial hike in June instead of September and two increases 2022 instead of one–I’m adding my allocation to the Invesco KBWB Bank ETF (KBWB) in my Perfect 5 ETF Portfolio to 30% from the prior 20%.
November 22, 2021 | Daily JAM, KBWB, Perfect Five-ETFs |
Even if mere mortals don’t know whether a second term as Fed chair for Jerome Powell would accelerate the schedule for interest rate increases, both the yen/dollar market and bank stocks know.
August 23, 2021 | Daily JAM, Perfect Five-ETFs, Stock Alerts |
It’s tempting right now to say “To hell with diversification; let’s put everything into U.S. stocks. After all, they’re outperformed most asset classes for most of 2020 and for the year to date.” That’s exactly the kind of thinking, however, that gets an investor into trouble when an asset class is trading near a historic high. A time like this, like now, is exactly when you should be looking to make sure that you’ve got decent balance in your portfolio. And, to the degree you can, own stuff that will go up when other stuff goes down. Which is why I’m adding shares of the Van Eck Agribusiness ETF (MOO) to the Perfect 5 ETF Portfolio today
August 4, 2021 | Daily JAM, FXI, Perfect Five-ETFs |
It’s the problem that won’t go away if you’re looking to build a diversified portfolio of ETFs (or any other asset) to manage the risk that some one asset class will implode unexpectedly. Given the continued outperformance of U.S. stocks, How do you diversify toe manage risk without giving up too much in current performance?
March 25, 2021 | C, Daily JAM, Dividend Income, KBWB, Perfect Five-ETFs, USB |
U.S. banks that pass their next stress tests will be allowed to raise their dividends after June 30, the Federal Reserve said today, March 25. The Fed will also lift any remaining restrictions on stock buybacks.
