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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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Two-year Treasury yield back to 2%, rate not seen since global financial crisis

Two-year Treasury yield back to 2%, rate not seen since global financial crisis

This morning the yield on the two-year Treasury note hit 2%. The yield on this shortish term Treasury, which is extremely sensitive to expectations on interest rate moves by the Federal Reserve, hasn’t seen 2% since September 2008. The yield on the two-year Treasury is now up 17 basis points in a month and 83 basis points in a year. That’s an extraordinarily fast climb in yields and remember that bond prices fall as yields rise

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Inventories drop, oil prices kiss $70 a barrel

Inventories drop, oil prices kiss $70 a barrel

U.S. crude oil inventories fell by a surprising large 4.95 million barrels last week, the U.S. Energy Information Administration said. This took international benchmark Brent crude up as high as $70 a barrel during trading on Thursday before closing at $69.20 a barrel. U.S. benchmark West Texas Intermediate closed at $63.57 a barrel. The move up to an intraday $70 a barrel raised the volume of voices calling that price unsustainable

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The challenges to rebalancing a portfolio in 2018–and some suggestions

The challenges to rebalancing a portfolio in 2018–and some suggestions

2017 left investors with a huge challenge as we all move into 2018. After a 21.6% return on the Standard & Poor’s 500 stocks in 2017, do we let the money ride for 2018 or move it into other assets? Some stocks had almost unbelievable years in 2017. Amazon (AMZN) was up 56% for the year an Facebook (FB) climbed 53%. But those gains were left in the dust by the 96% gain on Alibaba (BABA) and the 115% racked up by Tencent Holdings (TCEHY). And even stocks seem to be standing still in comparison to biotech such as Madrigal Pharmaceuticals (MDGL), up 510% in 2017 or Sangamo Therapeutics (SGMO) ahead by 466%. For 2018 should you leave your money in those big winners from last year? Take some of it off the table and put it into laggards? Move some of it to cash?

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China officials said to recommend slowing or halting purchases of U.S. Treasuries

China officials said to recommend slowing or halting purchases of U.S. Treasuries

Just what an already jittery bond market needs: reports that senior Chinese officials reviewing the country’s purchases of U.S. Treasuries have recommended slowing or halting that buying. It’s not clear from these reports whether the recommendation is based on fears of a China/United States trade war, on weakness in the U.S. dollar, on readings of rising supply as the U.S. deficit is set to expand or other factors.

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Nektar soars today on J.P. Morgan healthcare conference

Nektar soars today on J.P. Morgan healthcare conference

Anybody still think that conferences, especially biotech conferences, don’t move stock prices? Shares of Nektar Therapeutics (NKTR) are up 7.65% today to $61.79 as of noon New York time on the company’s appearance at this week’s J.P. Morgan biotech conference. The slides from the company’s presentation today are in circulation but CEO Howard Robin doesn’t actually present until 2 p.m. New York time today.

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