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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2019: 584%
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Jubak’s Picks

Stocks for a 12-18 Month Horizon


Performance

2019
+10.2%

2018
+10.2%

2017
+13.2%

Since Inception
+584%

Top 50 Stocks

50 Best Stocks in the World


Performance

2019
+21.19%

2018
-8.22%

2017
+28.1%

2016
+21.5%

Dividend Income

Stocks that Pay You


Performance

2020
+15.71%

2019
+4.90%

2018
-15.52%

2017
+6.48%

2016
+26.8%

Best in Business Award

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Market doesn’t get what it wants from the Federal Reserve today–and pitches a fit

Market doesn’t get what it wants from the Federal Reserve today–and pitches a fit

I’m not sure that it rises to the level of a “taper tantrum” but the financial markets wanted Fed chair Jerome Powell to signal that the central bank would increase its bond buying at the 10-year end of the yield curve in order to depress rising Treasury yields. And it got nothing of the sort from Powell speaking at a Wall Street Journal event today. Powell trotted out the same old assurances–the Fed wouldn’t raise rates even if inflation spiked in the short term. And the Fed would continue its program of buying $120 billion in bonds and mortgage-backed assets a month. But the same old assurances weren’t enough today. The yield on the 10-year Treasury jumped to 1.55% from 1.42% yesterday and took the stock market down with bond prices.

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It’s dejavu all over again: Everything is down today

It’s dejavu all over again: Everything is down today

Back on February 23, I wrote a post with the headline “Everything is down today” and added that while I wasn’t buying everything on the dip I was doing some selective nibbling. Today’s market looks almost exactly the same–if a bit more so because this drop is coming after recent weakness.

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Just so we’re all on the same page: My buy of CPER and KWBW hedges posted yesterday and an add of the KWBW hedge to the Jubak Picks Portolio today

Just so we’re all on the same page: My buy of CPER and KWBW hedges posted yesterday and an add of the KWBW hedge to the Jubak Picks Portolio today

Yesterday in my YouTube video and in my latest addition to my Special Report: “Profit and Protect” I added the U.S. Copper Fund ETF (CPER) and the Invesco KBW Bank ETF (KBWB) to my Perfect Five ETF Portfolio. In that portfolio they will replace the SPDR Gold Trust ETF (GLD) and the Vanguard Intermediate Term Treasury Bond ETF (VGIT), respectively. The two new ETFs will keep the portfolio weighting of the out-going ETFs at 25% and 20%, respectively. You can find more about the logic of these hedges and about the specifics of these ETFs in my video and in my Special Report update. Tomorrow I’ll also be adding the Invesco KBW Bank ETF to my Jubak Picks Portfolio.

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So what’s the matter with Incyte stock? Just about nothing although you wouldn’t know it from the recent price movement

So what’s the matter with Incyte stock? Just about nothing although you wouldn’t know it from the recent price movement

Shares of biotech stock Incyte (INCY) have been down significantly in 2021. For the year to date, as of the close on March 2, the shares were down 8.45%. In the last month they’ve tumbled 12.42%. So what’s wrong? Pretty much nothing. With the individual stock anyway. What we’re watching is a lot of selling in the biotech sector as part of the recent sell-off on risk. And on substantial profit taking.

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Don’t expect too much movement from stocks in the next couple of days–there’s just too much news due on Thursday and Friday

Don’t expect too much movement from stocks in the next couple of days–there’s just too much news due on Thursday and Friday

Stocks are neither moving ahead to follow up on yesterday’s big gains. Nor selling off under the wave of profit taking. Given the news calendar on Thursday and Friday that’s about what I’d expect. We’re due for a bushel of potentially market-moving news on those two days. And I’d be surprised if anyone wants to get too far ahead of those announcements.

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