Updating our Global Trends ETF asset allocations, including adding to our holding in the blockchain universe. Also, updated our “build your own REIT ETF basket.” Essential asset allocation ideas.
Beat the stock market without taking single stock risk! Get our smart global asset allocation model portfolios. Apply the same concepts to your 401k.
Clean energy is playing a larger role in energy every year. Russia’s invasion of Ukraine likely sped that up. Here are the ETFs for broad based exposure to the decarbonization megatrend.
A quick look at why investing when others are fearful is a pretty good idea. With input from Barack Obama and Warren Buffett. Plus my own history of the financial crisis.
Here is my midyear review available to all subscribers. It covers my thoughts on how accurate our forecast was, the strength of our cash position and what to do with it soon. Holdings included for my aggregate managed accounts.
The 4th Industrial Revolution and Decarbonization are the future of investing. These are the places where big money is moving. You can buy what the big money is selling, or join them on the next big things. It’s your call.
We were smart enough to raise cash levels before this bear market began. As it plays out, we need a plan for crushing the next bull market. Here’s my plan for getting reinvested, starting with ETFs.
Our June ETF asset allocations and limit prices for increasing holdings. Top down asset allocation built from the bottom up. Use for your whole portfolio or core holdings to build stock positions around.
Energy is leading the inflation charge. There is likely to be lower oil prices in the next year or two, but prices at the pump might not change much. Learn why and how to invest.
The inflation narrative is wrong. And, it’s a bad thing to invest on now. It was good a year ago, but not now. Here’s the next narrative that will push stocks up and which stocks.
The tech sell-off accelerated and we are seeing blood in the streets in mid caps and small caps. It is time to start scaling in. We’ll watch to see what happens next, but getting a position in this top tech fund is essential.
The correction in small caps and mid caps is well into the late innings. Large caps and mega caps will signal the END of the bear market when they hit the 20-30% down range for SPY (maybe a little more). Start slowly scaling back into equities by selling puts (at least cover your shorts) so you float up with the ARK as the tide comes back in late this year.
Summary Stocks are shaken by the coming reduction in market liquidity.Millennials, as I warned about, are flipping the switch and […]
Cannabis comes with risk and opportunity. This is one of the rare times we reach for a little risk for a chance to triple or better our money in an ETF.
Our monthly update to the Global Trends ETF portfolio. Build a core asset allocation or use for your entire portfolio. We use slow handed tactical trading to stay ahead of the markets with a focus on higher returns without added risk versus the S&P 500. Includes a “Retirement Trends” idea section.