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 29, 2017 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. Typical items resemble this post from today: “10:40 a.m.: Softbank Group along with Tencent Holdings, Sequoia Capital and Dragoneer Investment Group are buying existing shares in Uber from current shareholders. In addition Softbank will buy $1.25 billion in new preferred stock. The big advantage to the deal from Uber’s point of view is that the investment pretty much rules out any investment in rival Lyft from Softbank. Locking Lyft out of funding from Softbank came at a price, though, as the sale of existing shares values Uber at $48 billion, a haircut from the valuation of $69 billion in Uber’s last round of financing.”
December 22, 2017 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical post looks much like this entry from today: 11:20 a.m.: Continued weak inflation in November. The PCE (Personal Consumption Expenditures) index rose 0.2% in November from October. Economists surveyed by Briefing.com had expected a 0.3% month over month increase. The Core PCE was up just 0.1% month over month. “The PCE Index is the Federal Reserve’s preferred inflation measure. Year over year the Core PCE Index is up 1.5%.”
November 14, 2017 | Daily JAM, FANUY, Stock Alerts |
The International Federation for Robotics latest report forecasts a 15% compounded annual growth rate for global shipments of industrial robots through 2020. That would follow 16% to 18% annual growth in 2016-2017. By 2020 annual unit shipments are estimated to reach...
July 17, 2017 | Daily JAM, NJDCY, Stock Alerts |
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September 25, 2014 | Daily JAM, Stock Alerts |
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June 3, 2014 | Daily JAM, Morning Briefing |
The Tokyo Stock Exchange Index, the TOPIX, posted its highest close overnight since March after climbing for a ninth day. That’s quite a turn around for Japanese stocks. The TOPIX is still down 5.7% for 2014,
February 15, 2014 | Uncategorized |
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February 6, 2014 | Daily JAM, Videos |
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December 4, 2013 | Daily JAM, Morning Briefing, Short Term |
Today’s private company jobs survey from ADP, showing a gain of 215,000 jobs in November, has raised worries that the official U.S. government jobs numbers due on Friday will be stronger than expected and lead the Federal Reserve to begin tapering off its $85 billion a month in asset purchases at its December 18 meeting
November 7, 2013 | Daily JAM, Stock Alerts |
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October 7, 2013 | Daily JAM, Short Term |
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...
