The following report covers where we are in the economy and markets. It has become clear to me that another correction is coming of some significance. The problem we face is whether the combination of Fed money and a potential medical miracle can stave off the worse case scenarios. I believe to an extent they can. However, that still leaves room for the bear market to resume. Speculative excess is […]
Exchange Traded Funds
Exchange Traded Funds are all the rage among financial planners. The problem for individual investors is that the fees layer up quickly.
A financial advisor might charge about 1% to recommend money managers to clients. The money managers often charge another 1%. This is on top of the ETF fees. The combined 2% in “service” fees is a HUGE barrier to overcome.
Most people can manage an ETF portfolio very efficiently without having to overcome the layers of fees within the financial industry. Our solution is the ETF Global Trends ETF Strategy which provides our unique analysis of internal ETF holdings and provides us a significant edge.
A Note To Beginning Investors
ETFs are a wonderful place to start investing. However, keep it simple when your portfolio is small in order to avoid unnecessary trading costs.
Stick with investing in the secular long-term growth trends, such as technology, 4th Industrial Revolution, biotech, communications, 5G, IoT, AR, VR and consumer trends.
If you are a beginning investor, there is one fund that is easy to begin with that is on the right side of the long-term trends. Read this ETF File I have published at Seeking Alpha to learn more:
Today we game out the potential scenarios for the stock market in the short, intermediate and long-term. While the rally might continue a bit longer, there is a certainty of at least a retracing of the rally for a small correction. There are also worse outcomes if the economy does not have the “V” shape recovery that many are hoping for. This is piece is open to members and those with a “Free Library Card.”
The stock market is hitting a key resistance level right now. There could be one more leg up or a downtrend can begin by Friday. We are trimming into strength and selling covered calls. Downside potential the rest of the year far exceeds upside. Manage your risk. This post available if you are a member or Free Library Card holder.
The Fed’s unprecedented corporate bond buying is yielding intermediate term opportunities. These ETFs and mutual funds are poised to capitalize on the Federal Reserve largess. We highlight several mutual funds available in 401k plans. View this important asset allocation piece with a Free Library Card.
We share our approach to asset allocation using low cost ETFs. Currently available to members and those with a Free Library Card.
Our weekly stocks, options & ETFs webinar focused on charting opportunities and risks. Also, thoughts on how catalysts and fundamentals coincide with the charts. Members only.
Available to all with a Free Library Card or any membership. The “secret code” was given today to sell. It’s very rare this SPY gets one wrong.
Summary If there were holdings you wished you sold before the crash, here’s your chance to trim, cut and liquidate. The economy will be hampered until there is a vaccine for Coronavirus COVID-19. If we do away with social distancing before the end of May, then we are setting up for a second wave of infections and a deeper recession. Keep this in mind, the Federal Reserve has a lot […]
Model portfolios are worth precisely nothing to you. Stocks should not be bought all at one time, neither should ETFs. However, having a structured portfolio to fill in as you get prices on assets you want, now that goes a long way. Here are three approaches that have worked well for me managing OPM. One should work for you too.
Stocks are still historically overvalued and the market is trading thin. What could go wrong? Are you the sucker to find out? Members only. Try a membership to Global Trends ETF, your first year only $99, for access.
Here we have a quick take on whether to own a physical gold ETF, gold stocks or both. Given the amount of money printing going on and more coming soon, gold is likely to have a resurgent bull market that has been a long time coming. We see gains of 200-400% in the next 5-10 years. You will need a Global Trends ETF membership or higher to see this piece.
Here’s our looked for monthly ETF Chart Book for April 2020. This is one of the most important chart books we’ve put out given the deep correction we are experiencing due to Coronavirus COVID-19. You must have a Global Trends ETF or higher membership. Anyone who does not, this month only, subscribe to Global Trends ETF with your first year 50% off and you will be upgraded to our sustainable growth membership.
Stop looking at the world as if it changes every day, things more slower than that. — We will find a bottom when the markets decide we have found a bottom, watch the technical indicators. — When we see signs of stability in the market coming off oversold on the daily, weekly and monthly, then it will be time to get back in. —
People are asking me: “Kirk, do I think we still the stock market with another leg down?” My answer is yes. Could I be wrong? Sure, absolutely.
There is an ebb and flow to option selling and buying. We are primarily option sellers to capture premium and time value. With the volatility in the market, we need to manage a bit more actively. This page is open to all members and Free Library Card Holders.
The Fed announced that it has “infinite” money today. The great devaluation is on. Helicopter money is here. I have a non-correlated asset you should buy to replace your bonds. Don’t look at the picture, that’s only taking stock of and mining half way to the answer.
We have done several update webinars due to Coronavirus. Here are the links now available to the public. Also, today’s webinar details, ideas on ETF asset allocation and a covered call strategy.
Tonight’s webinar preparing us to when and how to buy ETFs for our asset allocation requires a paid membership. I have put a “half price” discount code with all services at the sign-up pages. Please try us on for size at half price. By this point, you probably see the value. We got out early near the highs and we will get back near the lows by scaling into attractive sectors of the economy.
ETFs are the core of your asset allocation. These low cost vehicles allow you to easily weight your asset allocation to the strongest parts of the economy. Here is our latest Coronavirus Crash update. We have one buy right now and a four others coming.
Gold stocks have gotten crushed as investors had to sell in order to raise cash for margin calls. The selling is about over with. It’s time to buy gold stocks as a generational opportunity.
See this important webinar about ETF asset allocation coming out of the Coronavirus & Oil Crash of 2020 with a Free Library Card.