Q4 Plug & Play ETF Portfolio Models. Use these ETF models for the core of your portfolios or your entire portfolio. These models had 4 of the top performing funds after the Coronavirus Crash. Members Only. Requires Global Trends ETF membership or higher.
Global Trends ETF
Global Trends ETF provides our macro, sector and industry analysis, as well as, ETF files and technical analysis to give us an edge versus the markets.
Low cost ETFs are a wonderful place to start investing, create a core portfolio or use for an entire portfolio. 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 for the best returns.
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.
Fed largesse is running out for corporate bonds as the credit facilities are almost used up. Risk is rising again at the same time.
Summary Read “Using The Plug & Play Portfolio Models” before you do any buying or selling.First off are cash levels appropriate for different investor mindsets.Plug & Play Portfolio Models. My “Plug & Play Portfolio Models” present investment ideas from our “Very Short Lists” that are near buy zones as of the first […]
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.
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.
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.
See this important webinar about ETF asset allocation coming out of the Coronavirus & Oil Crash of 2020 with a Free Library Card.
See this important asset allocation analysis using ETFs now using a Free Library Card.
Global Trends ETF uses tactical asset allocation to find opportunities and manage risk using low cost ETFs. This ETF strategy can be used as a whole portfolio or as the core to build a stock portfolio around.
Our mission with Global Trends ETF is to create a diversified portfolio that uses asset allocation to exploit opportunities and manage risk.
The correction we are seeing is a prelude to what I expect in 2020 as the economy softens and buybacks slowdown. Between now and then, we should see choppiness as smart money fades rallies and the oblivious permabulls buy the dips (perma anything are oblivious). I expect a bit of […]
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction. I anticipate that the summer correction will be short and shallow, lasting no more than a few months and probably not correcting more than 10-20%.
(Open to the public to demonstrate the regular notes we put out on our holdings. Here we were buyers of calls on USO the last week of December 2019 and are taking profits now as a form of risk management. The “new” Fundamental Trends is in beta and making adjustments […]
Summary The API reported an inventory build this week, however, last week they had a huge draw. The EIA last week had a small draw and reports at 10:30AM Wednesday. It is very possible that the API numbers are fudged week to week due to when they account, so, we […]
Summary Traders trade, that’s what they do, don’t listen to their stories though. Oil is at the bottom of it’s new range, it’s an easy buy once again. The intermediate bias in oil is bullish and so is the short-term. Buy oil ETFs as futures swing back to backwardation from […]
Summary To protect the integrity of our picks, the focus ETFs will be found in an article within the website each month. These are the highest conviction ETFs to add to asset allocations in November 2018. Look to buy around the 200-day moving averages and when RSI falls below 30. […]
Summary China is still an undeniably attractive place to have some investment exposure even if they do not always play nice. I have a hard time buying individual stocks because of trust issues. The KraneShares CSI China Internet ETF appears to be the best ETF for buying into Chinese tech […]
Summary Updated “bottom fishing” prices for semiconductor ETFs. Semiconductor ETFs have been market leaders over most time frames, however, have significant bear markets once or twice per decade. I believe there will be a shallow bear market in semiconductor ETFs. Look for a chance to buy the SPDR® S&P Semiconductor ETF (XSD). […]
Oil prices have fallen the past month. This is not strictly supply and demand driven. With oil, there is far more that impacts spot prices. Oil is impacted by oligopolies (America), cartel (OPEC) and Russia are protected by policy, capital and collusion. If oil were a free market, it would […]
Our trades on the U.S. Oil Fund (USO) and PowerShares DB Oil ETF (DBO) calls have all round tripped. So has the ETF position on U.S 3x Oil Fund (USOU). As covered in the Oil Is Going To A Brazillion article I don’t think we have a lot of risk in these […]