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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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What about the Hong Kong vote? Market’s focus on just part of China news sends U.S. stocks to all-time highs

What about the Hong Kong vote? Market’s focus on just part of China news sends U.S. stocks to all-time highs

Today both the Standard & Poor’s 500 and the NASDAQ Composite Index hit all time highs. As of 3:40 p.m. New York time on Monday, November 25, the S&P 500 was up 0.67% and the NASDAQn Composite had gained 1.26%. There are two main drivers for the market advance today. First, a surge in Merger and Acquisition action with big deals from Charles Schwab (SCHW), Moet Hennessy Louis Vuitton (LVMH) and EBay’s (EBAY) sale of StubHub to Europe’s Viagogo. Second, a rather peculiar (to me at least) view of the news from China.

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A summary of the changes to my Dividend Portfolio as a result of my Special Report 3 Ways to Higher Income in a Low Yield Desert

A summary of the changes to my Dividend Portfolio as a result of my Special Report 3 Ways to Higher Income in a Low Yield Desert

Back at the beginning of November I published a Special Report on my subscription JubakAM.com site that revised the Dividend Portfolio I track on all my sites. The changes in the portfolio were an attempt to respond to a changed environment for yield–what I termed in that Special Report “a Low Yield Desert.” Just to put all the changes in my Dividend Portfolio in one list after my Special Report 3 Ways to Higher Income in a Low Yield Desert

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China’s Xi Jinping demonstrates why ending the U.S.-China trade war will be so tough

China’s Xi Jinping demonstrates why ending the U.S.-China trade war will be so tough

In spite of all the delays and all the contradictory claims I remain convinced that a Part 1 trade agreement between the U.S. and China will get signed. Maybe not in the remainder of 2019 but certainly within the early part of 2020. A wider agreement to settle issues such as greater protection for intellectual property, an end to Chinese subsidies to companies in strategic industries, and an end to forced technology transfers as the price for admission to the Chinese domestic market? I’d say almost no chance at all. A speech that Chinese President Xi Jinping delivered on Friday sums up why I think a wider Part 2 agreement is extremely unlikely.

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Can’t anybody run a streaming service? Netflix joins the Disney glitch parade

Can’t anybody run a streaming service? Netflix joins the Disney glitch parade

Netflix (NFLX) customers couldn’t log in to their accounts for about two hours on Thursday morning. Downdetector.com recorded more than 1,000 companies in the first hour. This follows on a much more serious service disruption suffered during the launch of Disney’s (DIS) streaming service Disney+. Complaints hit more than 7,000 within an hour of the launch. Most of those problems have been fixed although Downdetector.com reports about 300 complaints on outages on Thursday morning.

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Could collapse of U.S.-China trade talks trigger a second Federal Reserve Put?

Could collapse of U.S.-China trade talks trigger a second Federal Reserve Put?

You’re aware, I hope, of the idea that there’s an implicit Federal Reserve put that undergirds a stock market trading near record highs. The idea is that Fed chair Jerome Powell, would move to cut interest rates to support stocks if the market looked like it was about to tumble. (Called “The Powell Put” after the current Fed chair, it succeeds the Yellen and the Bernanke Puts in investor thinking.) A belief in the Powell Put by many investors and traders, I’d argue, keeps more money in risky assets during times of market turmoil. But now there way be a second Fed Put that would support share prices if the current talks on a Part 1 U.S.-China trade agreement fall apart.

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