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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2017: 483%
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Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Picks Performance for 2017:
+13.1%

Performance 1997-2017:
+483%

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2019:
+21.19%

Performance for 2018:
-8.22%

Performance for 2017:
+28.1%

Performance for 2016:
+21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2017:
+6.48%

Performance for 2016:
+26.8%

Want more portfolios? Subscribe to JubakAM.com and get my new Perfect 5 ETF Portfolio (up 8.6% in its first four months) and my Volatility Portfolio (up 53% in 2017).

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S&P 500 becomes untethered from earnings growth

S&P 500 becomes untethered from earnings growth

Yesterday’s rally in the Standard & Poor’s 500, which pushed the index back over 3,000, sent the forward price to earnings ratio–that is the PE based on projected earnings per share for the stocks in the index–to 23.36. That’s the highest level for the forward PE since 2002.

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Do you see what I see?

Do you see what I see?

This morning what I saw in photos and videos from this past Memorial Day weekend was a country rushing pell mell toward re-opening the economy without a thought for safety amidst a still uncontrolled coronavirus outbreak. I saw photos of crowds at beaches, on board walks, outside restaurants, and at church services with potential virus carriers (aka people) packed cheek to jowl with hardly a mask in sight. Looking at those pictures, I shuddered at the probability of a new surge in the virus in roughly two weeks, the commonly understood incubation period for the virus. Wall Street viewed the same pictures a I did but what traders and investors saw was evidence that the economy was headed toward a resurgence of growth. Those weren’t disease vectors crowding the boardwalk, they were consumers coming out of shelter and buying.

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China is the big wild card this week

China is the big wild card this week

China isn’t the only story out there with market moving potential but it is the “ripest.” We won’t have anything but anecdotal accounts of the collapse of social distancing at events across the country this weekend and we won’t know how much in retail sales the economic re-opening actually produced this weekend for weeks yet. Say two to three weeks to see if the growth in the number of of official reported coronavirus cases accelerates. Say about the same time to get retail sales numbers that reflect any of the opening. But in the case of China we’ll know stuff this week.

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Mortgage delinquencies soar in April

Mortgage delinquencies soar in April

The number of borrowers who stopped paying their home loans jumped by 1.6 million last month, according to data from Black Knight, a real estate analytics company. The national mortgage delinquency rate rose to 6.45% in April, up from 3.06% in March. That’s three times the previous single-month record increase set in 2008 during the financial crisis. That crisis, you’ll remember, began in the mortgage sector.

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Another 2.4 million workers filed initial claims for unemployment last week–but take the data with a grain of statistical salt

Another 2.4 million workers filed initial claims for unemployment last week–but take the data with a grain of statistical salt

According to the Department of Labor another 2.4 million Americans filed initial claims for unemployment in the week that ended May 16. That puts the total from this report at 38.6 million initial claims for unemployment filed in the last 9 weeks. The two-month total is now equal to all the initial claims filed during the Great Recession. Economists had projected 2.4 million initial claims for the week. The total number of continuing claims–the total number of Americans receiving unemployment benefits–rose to a record 25.1 million for the week ended May 9. That sent the insured unemployment rate–the number of people currently receiving unemployment insurance as a percentage of the total eligible labor market–to 17.2%. Maybe.

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