January 16, 2018 | Daily JAM, Perfect Five-ETFs, Volatility, You Might Have Missed |
Back in October 2017 I set up a very simple portfolio of 5 ETFs with the goal of beating the performance of a Standard & Poor’s 500 ETF (so that’s the benchmark) with less risk (because of the added diversification.) I said that I would rebalance this portfolio as needed–or on a six month schedule (which ever came first.) But that this would be a relatively passive portfolio of passive ETFs–but with some active management thrown in by way of those shifting allocations. Well, the portfolio certainly isn’t six months old, but we have flipped the calendar page into 2018 so I’m going to do the first performance report now and at the same time do an initial rebalancing of assets.
December 8, 2017 | Daily JAM, Friday Trick or Trend |
For a couple of days this week it looked like emerging market stocks were about to either follow U.S. momentum stocks lower or take over downside leadership from a recovering U.S. market. Thanks to strong economic numbers from China today that looks much less likely. In November China’s exports jumped by a year over year 12.3%, according to the General Administration of Customs. That’s up from a 6.8% year over year growth rate in October. China’s imports surged by a year over year 17.7% in November.
October 27, 2017 | Daily JAM, Mid Term |
Before the recently concluded 19th Congress of the Chinese Communist Party, President Xi Jinping had repeatedly stressed his goal of doubling China’s real GDP from its 2010 level by 2020. The goal was absent from Xi’s three-hour speech at the opening of the meeting.
October 26, 2017 | Daily JAM, EWZS, Volatility |
Brazil’s President Michel Temer has once again escaped a trial for corruption after an effort to send charges against Temer to the Supreme Court failed to get the necessary 2/3 majority in Congress required before a sitting president can be forced to stand trial.
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 17, 2017 | Daily JAM, Morning Briefing |
On the one hand, the results of the 19th Communist Party Congress that begins tomorrow are completely predictable. President Xi Jinping will be elected to a new five-year term and when the dust has cleared from the once-every-five-years turnover of party leaders, he will have tightened his grip on power still further. On the other hand, there’s huge uncertainty over what Xi will do with his power during the next five years.
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 4, 2017 | Daily JAM, Notes You Need |
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September 21, 2017 | Daily JAM, Stock Alerts |
This probably seems counter-intuitive but I'm selling my emerging markets short, the Proshares Short MSCI Emerging Markets ETF (EUM), out of my Volatility and Jubak Picks portfolios on Standard & Poor's one notch downgrade of China's sovereign credit rating to A+...
August 13, 2017 | Daily JAM, Mid Term |
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August 11, 2017 | Daily JAM, Friday Trick or Trend |
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August 10, 2017 | Daily JAM, Morning Briefing |
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