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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2014: 445%
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Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Picks Performance 1997-2014:
445%

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

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Turmoil isn’t done in lithium sector with volatility at SQM and ALB

Turmoil isn’t done in lithium sector with volatility at SQM and ALB

The announcement of a deal between Sociedad Química y Minera de Chile (SQM) and Chile’s development agency CORFO that resolves a long-standing dispute on royalty rates and that would allow SQM to expand lithium production from the brines at government-owned Salar de Atacama in Chile’s Atacama Desert has roiled the entire lithium sector

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Dividend Portfolio total 2017 return 6.48%; 2 buys and 2 sells in 2018 rebalancing

Dividend Portfolio total 2017 return 6.48%; 2 buys and 2 sells in 2018 rebalancing

2017 was a tough year for benchmarking my Dividend Portfolio. For the year the total price appreciation on the stocks in the portfolio was 3.4% The 21.64% return on the Standard & Poor’s 500 crushed that. The dividend yield on the portfolio for the year came to 3.11%. Which beat the 2.8% total return from holding 10-year Treasury bonds for 2017. The total return on my Dividend Portfolio for 2017 was 6.48%.

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For shares of Bank of America and Goldman Sachs it’s all about the future

For shares of Bank of America and Goldman Sachs it’s all about the future

Certainly no one cheered this morning when Bank of America and Goldman Sachs announced big one-time hits from the recently passed tax bill, but as with JP Morgan Chase and Wells Fargo last week, the big deal for investors was what these huge financial institutions had to say about future quarters. And on that Bank of America and Goldman Sachs delivered differing degrees of optimism

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I never like to see this kind of big intraday reversal–but it’s not that serious YET

I never like to see this kind of big intraday reversal–but it’s not that serious YET

U.S. stocks came racing out of the gates on strength in overseas markets with the Dow Jones Industrial Average trading at 26,000–283 points higher than the Friday close at one point during the day. Then came the plunge. As indexes gave back all their gains and then some. The  Dow closed 10.3 points lower at 25,793. The Standard & Poor’s 500 traded above 2,800 for the first time and then fell to close down 0.4% for the day. The NASDAQ Composite also finished lower on the day. This kind of intraday reversal is never a sign of market health.

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What will the tax cut bill do to house prices in 2018 and beyond? That’s a big deal for your portfolio

What will the tax cut bill do to house prices in 2018 and beyond? That’s a big deal for your portfolio

There is a possibility that the recently passed tax cuts will depress housing prices or at least the rate of growth in housing prices. That’s a big deal for any discussion of asset allocation in our portfolios because for most of us our house is by far our biggest asset since many of us are counting on the growth of value in our homes to fund part or all of our retirement.

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Consumer Electronics Show caps great month for Synaptics

Consumer Electronics Show caps great month for Synaptics

Shares of Synaptics (SYNA) closed up 13.35% today at $49.76 thanks to an upgrade to sector overweight from sector weight from KeyBanc Capital Markets and a very impressive showing for the company’s fingerprint technology for smartphones at the just concluded Consumer Electronics Show. Synaptics, a member of my Jubak Picks Portfolio–a lagging member, I’d certainly add–is now up 40.6% from its December 6 low at $35.40.

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