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.
Tag: ETF
Global Trends ETF – August 2022
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 ETFs
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.
Remember The Financial Crisis And Your Fear
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.
2022 Forecast Review & Update
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.
What’s In A TRIN? Investing In 4IR & Decarbonization
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.
Global Trends ETF: The Game Plan Special Update
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.
Global Trends ETF – June 2022 With 401k Note
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.
Refining The Oil Narrative
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
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.
Global Trends ETF (Trade Alert)
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.
(TRADE ALERTS) Retirement Income Options: ARKK
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.
Global Trends ETF – May 2022
Summary Stocks are shaken by the coming reduction in market liquidity.Millennials, as I warned about, are flipping the switch and […]
A Fast Growing Sector ETF With Unusual Upside
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.
Global Trends ETF – April 2022
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.