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Archive for the ‘Perfect Five Portfolio’ Category

Buying iShares China Large Cap ETF for my Perfect 5 ETF Portfolio tomorrow, April 21, selling Invesco Japanese Yen ETF, changing other locations slightly

Right now it's hard to find a good asset to use to diversity a low-risk portfolio such as my Perfect 5 ETF Portfolio. Gold works most of the time except when stock investors and traders use it as a source of cash to meet margin calls on stocks. Utilities work at least until those days […]

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Fed move leaves yen as last safe haven standing

The Japanese yen soared 2% Monday after the Federal Reserve announced that it would cut interest rates and add $700 billion to its balance sheet by buying Treasuries and mortgage-backed securities. The dollar is down 0.66% today against the DXY Spot Index, a basket of major trade currencies. (0.66% is a huge move in the […]

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Gold rallies today with stocks; is this the answer to the gold drop mystery?

Usually gold, a safe haven, time-of-fear asset, rises when stocks stumble and worries climb. Not during last week's big sell off in stocks. Then gold and gold stocks moved down along with stocks. Today, however, as the Standard & Poor's 500 rallied to end the day up 4.60% and the VIX fear index tumbled by […]

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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 highest level since January 2013, according to Bloomberg. Gold holdings at ETFs peaked […]

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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. That Special Report has taken way longer […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 diversify out of gold and not from any […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 to add this ETF to my Jubak […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 Europe.) And for a little while […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 for safety. So today I'm increasing the allocation […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 on its schedule to raise interest rates three times […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.