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The ETF Portfolio Strategist: Saturday, May 22
Article By: James Picerno
Saturday, May 22, 2021 7:30 PM EDT
It was a mixed week for markets as US stocks continue to dip. There was more meandering that trending this week, but in some corners the fading of the bullish sentiment appears to be gathering strength.
In this article: EWJ, IEF, ILF, VTI
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ETF Portfolio Strategist: Risk Assets Bounce Back
Article By: James Picerno
Saturday, November 7, 2020 8:33 PM EDT
While the world was obsessed over the US election, global markets rebounded. The big winner: South America stocks.
In this article: AAXJ, AFK, AOA, IEF, ILF, VTI
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Globally Diversified Portfolio Strategy - Back In Favor?
Article By: James Picerno
Saturday, October 24, 2020 9:02 PM EDT
It’s too soon to declare the end has arrived for the long running dominance of American risk assets on the global stage, but suddenly it’s easier to wonder if this week’s results are a preview of things to come.
In this article: EMLC, AFK, IEF, ILF, LQD, UUP, VNQ, VTI, IHY Also: AOK, AOA, AOM, AOR
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Keeping Hope Alive - Portfolio Strategy
Article By: James Picerno
Monday, October 12, 2020 8:45 AM EDT
Once again, the lesson seems to be: ignore the downside because it never lasts. How long can Mr. Market keep this game going?
In this article: AOA, IEF, ILF, LQD, VTI
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Risk-On Rolls On
Article By: James Picerno
Saturday, August 29, 2020 8:04 AM EDT
Note that sidestepping a fair amount of the losses from the coronavirus crash was unusually valuable this year in minting positive performance.
In this article: BND, AOA, AOK, AOM, AOR, IEF, ILF, LQD, SPY
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