May 3, 2019 | Daily JAM, GLD, Perfect Five-ETFs |
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...
January 3, 2019 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts |
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...
December 27, 2018 | Daily JAM, FXY, Perfect Five-ETFs, VEA, Volatility |
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...
December 26, 2018 | Daily JAM, EEM, Perfect Five-ETFs, XLU |
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...
December 24, 2018 | Daily JAM, GLD, Perfect Five-ETFs |
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...
October 3, 2018 | Daily JAM, Perfect Five-ETFs, VEA |
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...
October 3, 2018 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts |
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...
September 27, 2018 | Daily JAM, Perfect Five-ETFs |
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,...
July 20, 2018 | Daily JAM, FXY, Morning Briefing, Perfect Five-ETFs, Short Term |
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...
July 16, 2018 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts |
Following my own recommendation in my Special Report 5 Places to Hide from a Downturn--and Still Make Some Money I'm adding "Invesco CurrencyShares Japanese Yen ETF (FXY) to my Perfect 5 ETF portfolio today. As I wrote in that Special Report, "JPMorgan Chase recently...
July 16, 2018 | Daily JAM, Perfect Five-ETFs, Stock Alerts, VEA |
I'm continuing to revise the holdings in my Perfect 5 ETF Portfolio in order to reduce risk from the effects of a global trade war and yet to still make some money--as I outlined in my Special Report: 5 Places to Hide from a Downturn--and Still Make Some Money. I...
July 12, 2018 | Daily JAM, Perfect Five-ETFs, Stock Alerts, XLU |
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