April 1, 2022 | Daily JAM, Perfect Five-ETFs, Videos, XLU |
This week’s Quick Pick is a utilities ETF, XLU. Utilities are a good place to turn to for the next few months before we hit a full recession slowdown. This ETF has a lot going for it, including a strong upward trend, a low expense ratio, and a good yield. As utility companies continue to invest in capacity, they are allowed to increase their rate base, which means revenue will keep going up. I own this ETF in my Perfect 5 ETF Portfolio on JubakAM.com, where it’s been up 43% since 2018.
March 28, 2022 | Daily JAM, FXI, Morning Briefing |
The city of 25 million and China’s financial hub began a phased lockdown today. A wave of Omicron infections hit a record of 3,450 daily asymptomatic cases on Sunday. That’s nearly 70% of China’s total.
January 21, 2022 | Daily JAM, FXI, Perfect Five-ETFs, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-first YouTube video “QuickPick: FXI China ETF” went up today.
January 17, 2022 | Daily JAM, Perfect Five-ETFs, Top 50 Stocks, Volatility |
Today, the People’s Bank of China cut its key interest rate for the first time in almost two years to help support China’s economy. The People’s Bank of China lowered the rate at which it provides one-year loans to banks by 10 basis points. Not a huge move–100 basis points equals one percentage point–but earlier than many economists–and I–had anticipated.
August 23, 2021 | Daily JAM, Perfect Five-ETFs, Stock Alerts |
It’s tempting right now to say “To hell with diversification; let’s put everything into U.S. stocks. After all, they’re outperformed most asset classes for most of 2020 and for the year to date.” That’s exactly the kind of thinking, however, that gets an investor into trouble when an asset class is trading near a historic high. A time like this, like now, is exactly when you should be looking to make sure that you’ve got decent balance in your portfolio. And, to the degree you can, own stuff that will go up when other stuff goes down. Which is why I’m adding shares of the Van Eck Agribusiness ETF (MOO) to the Perfect 5 ETF Portfolio today
August 4, 2021 | Daily JAM, FXI, Perfect Five-ETFs |
It’s the problem that won’t go away if you’re looking to build a diversified portfolio of ETFs (or any other asset) to manage the risk that some one asset class will implode unexpectedly. Given the continued outperformance of U.S. stocks, How do you diversify toe manage risk without giving up too much in current performance?
June 29, 2021 | C, Daily JAM, KBWB, Morning Briefing, USB |
That didn’t take long. On Thursday the Federal Reserve reported that all 23 big banks tested in its annual stress test, passed. Which means that the last remaining restrictions on dividend increases and share buybacks are now history. Yesterday big banks started to announce dividend increases
March 25, 2021 | C, Daily JAM, Dividend Income, KBWB, Perfect Five-ETFs, USB |
U.S. banks that pass their next stress tests will be allowed to raise their dividends after June 30, the Federal Reserve said today, March 25. The Fed will also lift any remaining restrictions on stock buybacks.
March 3, 2021 | Daily JAM, Dividend Income |
Hedges that can pay off on the downside and the upside are the most useful and most valuable. They also tend to be relatively rare. There aren’t a lot of these bets floating around in most markets just waiting for you to snap them up. However, I have found two hedges of just this sort in today’s market that I’m going to recommend to you today. (In this post I’m going to give you some of the nitty gritty numbers that support my recommendation for these two hedges. If you want to see some charts for copper and gold, banks and bonds check out the video I posted today.) I’m going to add these new recommendations to my standing Special Reports post tomorrow.
March 25, 2020 | Daily JAM |
The South African government has ordered a three-week lockdown in order to slow the spread of the coronavirus that will shut down the country's gold, platinum, and paladium mines. Sibanye Stillwater (SBSW) the world's largest primary producer of platinum, and Anglo...
January 29, 2020 | AG, Daily JAM, GLD, GOLD, Perfect Five-ETFs, Volatility |
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...
June 2, 2019 | Daily JAM, Mid Term, Stock Alerts, VGIT, Volatility, You Might Have Missed |
Today I sold the iShares MSCI Emerging Markets ETF (EEM) out of my Perfect 5 ETF Portfolio. And today I'm replacing it in that portfolio with the Vanguard Intermediate Term Treasury ETF (VGIT). Now obviously a Treasury bond ETF isn't in the same asset class as an...
