Perfect Five-ETFs
November 7, 2017 | Daily JAM, Perfect Five-ETFs |
Deutsche Bank just took the ETF industry another step closer to zero fee ETFs. On October 30 the bank cut the net expense ratio charged by its flagship high-yield ETF, the Xtrackers USD High Yield Corporate Bond ETF (HYLB) to 0.2% from 0.25%. The move follows on a decision by ETF giant State Street to lower the expense ratios of 15 of its most popular ETFs. Deutsche Bank’s move to slash fees follows the decision by investment manager State Street Global Advisors to lower expense ratios on 15 of its popular ETFs.
October 31, 2017 | Daily JAM, Perfect Five-ETFs |
I’ve named the five ETFs in this portfolio. Explained my ideas on allocation money among those five ETFs and their associated asset classes. And discussed the importance of knowing what index an ETF follows. Now it’s time to explain one last thing to complete the set up of this new portfolio: Why I’ve positioned it next to my Volatility Portfolio on JugglingWithKnives.com and JubakAM.com.
October 27, 2017 | Daily JAM, Perfect Five-ETFs, VEA |
I certainly don’t intend to turn the Perfect 5 ETF Active Passive Portfolio into a trading portfolio, but when facts on the ground change, I do want to respond. The recent overwhelming election victory of Japanese Prime Minister Shinzo Abe has given Abe-nomics renewed life. That means financial markets and Japan’s huge export sector can count on continued policies from the Bank of Japan that weaken the yen versus the currencies of trading partners and that look to increase growth in the Japanese economy from the country’s export sector. Japan’s stock market has been on something of a tear in 2017 and I think that’s likely to continue
October 26, 2017 | Daily JAM, FEZ, Morning Briefing, Perfect Five-ETFs |
At its meeting today the European Central Bank decided to buy fewer bonds each month but for more months. Monthly purchases will be cut to 30 billion euros ($35 billion) from 60 billion euros beginning in January. But the bank will extend its bond purchases until September. Some observers had through the central bank would end purchases in January or March.
October 26, 2017 | Daily JAM, EEM, Perfect Five-ETFs |
Let’s say, that after reading my post on asset allocation in my Perfect 5 ETF, you agree and decide that you do want to put 30% of your portfolio into an emerging markets ETF. But which one do you pick?
October 19, 2017 | Daily JAM, Perfect Five-ETFs, You Might Have Missed |
In some markets deciding how much money you’re going to put into any asset is as hard as picking the assets themselves. In some markets, I’d argue, it’s even harder. Unfortunately, the current market is one of those markets. The reliable guide for allocation assets in a portfolio, history, isn’t much help right now. That’s why, when it comes to deciding on the asset allocations for my new Perfect 5 ETF Active Passive Portfolio, I’m going to use a somewhat more active approach
October 11, 2017 | Daily JAM, FEZ, Perfect Five-ETFs, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
October 6, 2017 | Daily JAM, EEM, Perfect Five-ETFs |
I’m illustrating this post on adding the iShares MSCI Emerging Markets ETF (EEM) with a Chinese flag because that’s what you get (China) with this “diversified” emerging markets ETF. 10 of the first 20 stocks, ranked by percentage of the portfolio each holding makes up, is a Chinese company.
October 5, 2017 | Daily JAM, KBWB, Perfect Five-ETFs |
Now we get to a really, really hard pick. It’s so hard because our rules, assumptions, and portfolio allocations for fixed income assets is so heavily influenced by a fifteen year period that’s now over. Done with. Gone.
October 3, 2017 | Daily JAM, GLD, Perfect Five-ETFs, Stock Alerts |
For my third pick for my new Perfect 5 ETF Active Passive Portfolio I looked to fill the Commodities slot in the portfolio with an ETF that would provide a hedge for the portfolio if the market tumbled but that would also produce a positive return if the market didn’t fall but other recent trends continued. The pick that achieves those two goals is the SPDR Gold Shares ETF (GLD)
October 3, 2017 | FEZ, Perfect Five-ETFs, Stock Alerts |
For my second pick for my new actively allocated, passive ETF portfolio, I’m going to keep working on the equity core. To yesterday’s pick of the iShares Core S&P 500 ETF (IVV), today I’m adding the SPDR Euro Stoxx 50 ETF (FEZ). This ETF concentrates on European blue chip stocks and tracks the Stoxx 50 Net Return Index. This ETF will fill the Non-U.S. Developed Markets slot in the portfolio. Why a European stock fund?
October 2, 2017 | Daily JAM, IVV, Perfect Five-ETFs, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
