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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 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 for $199 a year to 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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So how’s my “Tech is back” call (and picks of SWKS and CRUS) doing?

So how’s my “Tech is back” call (and picks of SWKS and CRUS) doing?

On October 8 I wrote “Tech is back” led by fact-based speculation that Apple (AAPL) had asked supplier to increase production of components for the iPhone 11 by 10%. That, obviously, was a good sign for Apple, which is set to announce earnings on October 30. And, I argued even better for Apple suppliers with their lower (and therefore easier to move) market caps and (in many cases) their lower price to earnings ratios. The first pick in that group Skyworks Solutions (SWKS), made on October 8 in my Volatility Portfolio on my subscription JugglingwithKnives.com and JubakAssetManagement.com sites, has done just fine. The stock is up 9.67% as of the close on October 15. My second pick, Cirrus Logic (CRUS) only went into that same portfolio yesterday.

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Odd day: stocks rise on bank earnings oil falls on global growth fears

Odd day: stocks rise on bank earnings oil falls on global growth fears

Good earnings news from big U.S. banks drove U.S. stocks higher today. As of 3 p.m. New York time, the Standard & Poor’s 500 was up 1.10% and the Dow Jones Industrial Average was ahead 1.03%. The NASDAQ Composite had climbed .28% and the Russell 2000 small cap index had gained 1.17%. The iShares MSCI Emerging Markets ETF (EEM) was 0.91% higher. The good news from bank stock earnings spread to other sectors too

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So last Friday’s “agreement” on U.S.-China trade wasn’t really an agreement

So last Friday’s “agreement” on U.S.-China trade wasn’t really an agreement

China now says it wants to hold more talks this month to hammer out the details of the U.S.-China mini-deal announced by President Donald Trump on Friday before Chinese President  Xi Jinping will sign it, both Bloomberg and the Washington Post are reporting today. China said it may send a delegation led by Vice Premier Liu He, China’s top negotiator, to Washington to finalize a written deal that could be signed by the presidents at the Asia-Pacific Economic Cooperation summit next month in Chile. But Bloomberg is also reporting that China isn’t satisfied with the U.S. concession on suspending/delaying the October 15 round of U.S. tariffs and also wants to see the U.S. scrap a planned December round of tariffs. There’s been no sign from the White House that U.S. negotiators have been told to offer that concession.

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Emerson Electric moves gradually higher on private equity speculation

Emerson Electric moves gradually higher on private equity speculation

On the surface the creeping improvement in the price of Emerson Electric (EMR) shares seems odd. The company is a powerhouse in process manufacturing–you know industrial automation, industrial control and safety, and the Internet of Things. And those haven’t been investment superstars during the U.S.-China trade war and in a slowing global economy. Those are the reasons I added the shares to my Jubak Picks Portfolio back in February 6, 2019. But until yesterday that position was underwater.

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Market soars on “news” of U.S.-China trade war truce

Market soars on “news” of U.S.-China trade war truce

We’ve been here before. We’ve had other days and other rallies on news, rumors, speculation that the U.S. and China would reach some kind of deal that amounts to a truce in the two countries’ trade war. We been disappointed in that story before when it turned out that truce didn’t last and rapidly led to a resumption of hostilities with both sides raising tariffs. Frankly, the Trump administration and Chinese negotiators don’t have much credibility left. Remember back in May when a deal was almost visible only to have Chinese leaders back in Beijing pull the plug on their negotiators? Remember those times when President Trump announced a truce or even a mini-deal on the basis of Chinese promises to increase purchases of U.S. farm products only to have the Chinese go “Huh? We didn’t say that.” Yet the financial markets have to go up on today’s news of a possible deal because, hey, this time it might be different

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It’s a ping pong market over U.S.-China trade talks

It’s a ping pong market over U.S.-China trade talks

Overnight financial markets tumbled on fears that U.S.-China talks to end their trade war were looking at failure. Today stocks are up again as hopes for a so-called “mini-deal” have advanced as China signaled that it might be open to such a limited deal, as reports indicted that the U.S. might be willing to back off on the additional round of tariffs due to go into force next week in exchange for the currency pact that the Trump administration had proposed back in May, and as the White House said that President Donald Trump will meet tomorrow with China’s vice-premier, Liu He, who is leading China’s trade delegation. (The President almost immediately negated some of the positive effects of that last piece of news by tweeting “Big day of negotiations with China. They want to make a deal, but do I? I meet with the Vice Premier tomorrow at The White House.” In addition there are very few details on what a currency pact might contain.)

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