Perfect Five-ETFs
Gold in ETFs nears record; what’s next for the yellow metal?
Gold held by ETFs (exchange-traded funds) hit the highest level in seven years on Tuesday as investors and traders piled into the traditional hedge against uncertainty and stock market volatility. Worldwide gold holdings in ETFs rose to 2,561.2 tons as of Tuesday, the...
Selling Emerging Markets ETF out of my ETF Portfolio on Monday
In an ideal world, I would have finished my Special Report on the Crisis in Global Capitalism On my subscription JubakAM.com site by now so I could place this sell--and the coming buy of a Treasury ETF--in the context of that crisis. But this isn't an ideal world....
Central banks move into gold and out of dollars
Maybe investors are in love with the U.S. stock market--but global central banks are as enthusiastic about the U.S. Dollar. In the first quarter gold purchases by global central banks were the highest in six years. The move into gold seems to come from a desire to...
Adding yen exposure to Jubak Picks and Volatility Portfolios
On December 27 I switched to the  Invesco Currency Shares Japanese Yen ETF (FXY) from the Vanguard FTSE Developed Markets ETF (VEA) in my Perfect 5 ETF Portfolio in an effort to get more yen exposure and a little more safety during this Bear market. Tomorrow I'm going...
European markets sink into bear today; I’m switching back to yen and selling the euro in my ETF Portfolio
Back on October 3 I switched from the  Invesco Currency Shares Japanese Yen ETF (FXY) to the Vanguard FTSE Developed Markets ETF (VEA) in an effort to get a little more performance out of this slot in my Perfect 5 ETF Portfolio. (This ETF invest in both Japan and...
Adding more Utilities, cutting Emerging Markets in ETF Portfolio
Now that the Federal Reserve has decided to slow the pace of its interest rate increases in 2019--perhaps ultimately all the way to one or none--I think it's time to up the utilities exposure in my Perfect 5 ETF Portfolio. Especially since in this market I'm looking...
Adding to gold position in my Perfect 5 ETF Portfolio today
Don't know whether or not you've noticed, but stocks have been sinking like a stone. (Actually I sure you've noticed that.) And that gold has been climbing. (This you may have overlooked in all the other excitement.) The Federal Reserve signal that it is backing off...
Re-buy Vanguard FTSE Developed Markets for my Perfect 5 ETF Portfolio
Earlier today I sold the Invesco Currency Japanese Yen ETF (FXY) in my Perfect 5 ETF Portfolio. Now I'm replacing it with the Vanguard FTSE Developed Markets ETF (VEA). The sell and the buy will cut the portfolio's exposure to the Japanese yen and increase its...
Sell Invesco Currency Shares Japanese Yen in my Perfect Five ETF Portfolio
As I wrote in the Bonus ETF section of my recent Special Report: 10 Picks for the Emerging Market Bounce I'm selling the Invesco Currency Shares Japanese Yen ETF (FXY) out of my Perfect Five ETF Portfolio. I added this to the portfolio on July 17, 2018 to give me more...
Is it time to re-allocate your ETF portfolio?
Is it time to re-allocate your ETF portfolio? It's certainly time to ask this question. The September 26 meeting of Federal Reserve's Open Market Committee made a December 19 interest rate increase just about a done deal. In the dot plot released after that meeting,...
Dollar falls as President Trump criticizes Federal Reserve policy again
For a second straight day President Donald Trump has tweeted out criticism of the Federal Reserve's policy decision to raise interest rates. In his tweets today the President wrote: "China, the European Union and others have been manipulating their currencies and...Download Jim’s eBook for Free
