February 6, 2023 @ 7:31 pm | Breaking News, EEM, EUM |
Today I posted my two-hundred-and-thirty-third YouTube video: Trend of the Week China Accelerates This week’s Trend of the Week: China Accelerates. There is a horrific death toll in China as the country’s COVID policy changed dramatically, allowing COVID...
July 12, 2022 @ 6:47 pm | Breaking News, Jubak Picks Portfolio, UUP |
In my July 7 YouTube video: “Quick Pick UUP” I added the Invesco DB U.S. Dollar Index Bullish Fund (UUP) to my Perfect 5 ETF Portfolio. (To replace the Consumer Staples Select Sector SPDR ETF (XLP) in that portfolio. More on that in another post today.)...
June 3, 2019 @ 7:05 pm | Breaking News, Jubak Picks Portfolio, VGIT |
Today I sold the iShares MSCI Emerging Markets ETF (EEM) out of my Perfect 5 ETF Portfolio on my JubakAM.com and JugglingWithKnives.com subscription sites. And today I’m replacing it in that portfolio with the Vanguard Intermediate Term Treasury ETF (VGIT). Now...
June 3, 2019 @ 6:47 pm | Breaking News, EEM, Sell, Update |
In an ideal world, I would have finished my Special Report on the Crisis in Global Capitalism on my subscription JubakAM.com site by now so I could place this sell–and the coming buy of a Treasury ETF–in the context of that crisis. But this isn’t an...
January 3, 2019 @ 7:22 pm | Breaking News, FXY, Jubak Picks Portfolio, Volatility |
On December 27 I switched to the  Invesco Currency Shares Japanese Yen ETF (FXY) from the Vanguard FTSE Developed Markets ETF (VEA) in my Perfect 5 ETF Portfolio (on my subscription sites JugglingWithKnives.com and JubakAM.com) in an effort to get more yen exposure...
December 27, 2018 @ 7:23 pm | Breaking News, Volatility |
On my paid sites, JugglingWithKnives.com and JubakAM.com I run and track a simple five ETF portfolio called, immodestly the Perfect 5 ETF Portfolio. In the last week, I’ve made the following shifts: Increasing my allocation to 25% in the Goldshares SPDR ETF...
March 27, 2018 @ 5:54 pm | Breaking News, GLD, Jubak Picks Portfolio, Volatility |
Goldman Sachs has turned positive on gold for the first time in five years. Â “Our commodities team believes that the dislocation between the gold prices and U.S. rates is here to say,” Goldman Sachs says. Drivers for higher gold prices include signs of an...
March 15, 2018 @ 10:27 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, You May Have Missed |
If you spend a significant part of your day staring at your computer to watch the markets, you know that, perplexingly, the traditional safe havens for mitigating portfolio risk haven’t been working very well. For example, gold, which is supposed to go up when...
January 16, 2018 @ 7:53 pm | Breaking News, Volatility, You May Have Missed |
Back on January 10 when I wrote the post “Are we witnessing a market melt up? on my two subscriptions sites JubakAM.com and JuggingWithKnives.com I noted that I didn’t feel that I could move on to rebalancing individual portfolios until I’ve dealt...
October 31, 2017 @ 11:03 pm | Breaking News, Volatility |
I’ve named the five ETFs in this portfolio. Explained my ideas on allocation money among those five ETFs and their associated asset classes. And discussed the importance of knowing what index an ETF follows. Now it’s time to explain one last thing to...
October 27, 2017 @ 6:43 pm | Breaking News |
In order to get more Japan into the developed markets slot, I’ve sold out of a Europe only ETF and added one with about 20% exposure to Japan. You can read all about the moves on my subscription sites JugglingwithKnives.com and JubakAM.com. And you don’t...
October 26, 2017 @ 5:32 pm | Breaking News |
You can see this complete post-and track my new Perfect 5 ETF Portfolio by signing up for a two-week free trial of either of my subscription sites, JugglingwithKnives.com or JubakAM.com. If you haven’t taken me up on my offer, Why not? (You’ll also be able...
October 26, 2017 @ 3:58 pm | Breaking News |
At its meeting today the European Central Bank decided to buy fewer bonds each month but for more months. Monthly purchases will be cut to 30 billion euros ($35 billion) from 60 billion euros beginning in January. But the bank will extend its bond purchases until...
October 19, 2017 @ 11:21 pm | Breaking News, You May Have Missed |
I’ve posted on my subscription sites JugglingwithKnives.com and JubakAM.com my recommendations for asset allocations for the five ETFs in my new Perfect 5 ETF Active Passive Portfolio. That post begins like this: “In some markets deciding how much money...
October 6, 2017 @ 5:45 pm | Breaking News |
Please note that as I wrote in announcing this new ETF portfolio, the first three ETF picks for my new Perfect 5 ETF Active Passive Portfolio were the last that I’ll be posting on my free Jubak Picks site. If you want to get the last two picks and/or to follow...
October 5, 2017 @ 5:43 pm | Breaking News |
Please note that as I wrote in announcing this new ETF portfolio, the first three ETF picks for my new Perfect 5 ETF Active Passive Portfolio were the last that I’ll be posting on my free Jubak Picks site. If you want to get the last two picks and/or to follow...
October 3, 2017 @ 8:00 pm | Breaking News |
For my third pick for my new Perfect 5 ETF Active Passive Portfolio I looked to fill the Commodities slot in the portfolio with an ETF that would provide a hedge for the portfolio if the market tumbled but that would also produce a positive return if the market...
October 3, 2017 @ 7:50 pm | Breaking News |
For my second pick for my new actively allocated, passive ETF portfolio, I’m going to keep working on the equity core. To yesterday’s pick of the iShares Core S&P 500 ETF (IVV), today I’m adding the SPDR Euro Stoxx 50 ETF (FEZ). This ETF...
October 2, 2017 @ 11:07 pm | Breaking News, Buy |
Let’s start with the core of any ETF portfolio for a U.S.-based investor: U.S. equities. But what’s the choice for the next, say, six months? In 2017 the major indexes have taken turns leading the pack. One quarter it’s the turn of the small caps in...
October 2, 2017 @ 6:50 pm | Breaking News, Volatility, You May Have Missed |
Can I clear up one bit of confusion? ETFs are indeed passively managed investment vehicles. Their portfolios passively follow indexes rather than allocating money into the picks of a fund manager. But portfolios of ETFs put together by investors aren’t–and...