Doing a little selling to raise some cash for potential bargains: Selling Invesco Yen ETF, JD.Com, and Vanguard Treasury ETF

Doing a little selling to raise some cash for potential bargains: Selling Invesco Yen ETF, JD.Com, and Vanguard Treasury ETF

March 8, 2021 | Daily JAM, FXY, JD, Jubak Picks, VGIT, Volatility | 9 comments

Let’s be clear. I don’t have any idea of when the current selling in technology and high-valuation growth momentum stocks will end. It does seem likely to me, even after the March 9 bounce, that the rotation into cyclicals, vaccine recovery stocks, and value stocks will continue for a while. From that perspective, I’m glad that I added Invesco KBWB Bank ETF (KBWB), Vulcan Materials (VMC), Caterpillar (CAT), MGM Resorts International (MGM) and Coca Cola (KO) to my Jubak Picks Portfolio since the middle of February. And that I added Dow (DOW) and Citigroup (C) to my Dividend Portfolio in Mid-December. (All those picks are in the black since my purchase date. You can check the online portfolios to see by how much.) But now that the NASDAQ Composite has dropped into an official correction–down 10% from its February 12 high–I’d like to be holding some more cash in case

Yield on 10-year Treasury climbs to 1.16%–time to rethink some bond market assumptions and to start some selling

Yield on 10-year Treasury climbs to 1.16%–time to rethink some bond market assumptions and to start some selling

February 9, 2021 | Daily JAM, Dividend Income, IEF, Jubak Picks, Perfect Five-ETFs, VGIT, Volatility | 6 comments

A year ago, the yield on the 10-year Treasury note stood at 1.59%. From that point yields fell, leading to big gains for Treasuries and other bonds. Yields were down to 0.73% as of the week of April 15, 2020. And then hit their low for 2020 during the week of August 2 at 0.55%. Since then the story for long Treasuries has been just the reverse. By October 4, the yields on 10-year Treasuries were back ump to 0.78%. 0.83% by November 1. 0.93% on December 6. And then 1.16% today February 9. The forecast right now is that yields for long Treasuries aren’t done climbing either.

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

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

April 20, 2020 | Daily JAM, FXI, Perfect Five-ETFs, Stock Alerts | 3 comments

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...
Special Report: Are you ready for the next Big One? A 5-Step Portfolio Strategy–Part 1, the odds of a Recession or Credit Crunch, Step #1 Foundation Buys, Step #2 Sectors to Sell, Step #3 More Hedges, Step #4 Rebelancing

Special Report: Are you ready for the next Big One? A 5-Step Portfolio Strategy–Part 1, the odds of a Recession or Credit Crunch, Step #1 Foundation Buys, Step #2 Sectors to Sell, Step #3 More Hedges, Step #4 Rebelancing

August 6, 2019 | Daily JAM, Special Reports | 18 comments

Is a Recession coming? I don't mean "someday." Someday the sun will go nova but I don't need to price that in to my investment strategy. But a Recession in 2020 or 2021? That's something to take into account. And to prepare for to the degree possible. Or a Credit...