Saturday, January 27, 2018

Diversification Wins With Stocks

Everyone knows that putting all of your eggs in one basket will usually be disastrous, and diversification is good.  However, picking certain allocations for a portfolio can be tricky.  What has worked for me is to put 20-50 percent of my money in bonds and stable fairly high-yielding dividend stock funds.  Currently, my dividend stocks allocation is 23 percent the last time I looked.  This means I will make money in spite of how volatile the general stock market is.  I will never lose all of my money since any trading I do will be with just  77 percent of my money.

For example, last year I made 30% on my 401K portfolio by being safe with 23 percent of my money while I had 77 percent to trade with.  I made thousands of dollars on bitcoin through the bitcoin ETF called GBTC.  In fact, I even got a $339 dividend from GBTC as well as the capital gains.  However, bitcoin is presently dead for now because foreign countries are now closely regulating bitcoin, and hackers have taken away the appetite for many people in bitcoin since they don't want to lose their money.

So, what am I doing with the 77 percent trading and investing money in 2018?  First, I am involved in the electric car boom.  I own LIT which is a lithium stocks ETF.  I own cobalt stocks also because cobalt and lithium are both needed for electric cars.  In addition, I own TSLA and VLKAY because I am making money on Tesla and Volkswagon with their electric cars.

Secondly, I am making money on natural gas exports of LNG.  I own Cheniere Energy (ticker LNG), and I recently bought Dominion Energy (ticker D) because they will soon start exporting natural gas also.  I have not made any money yet on Dominion, but I believe it will soon happen.  So, these are some of my ideas about making money in stocks while having a safe dividend allocation as well.

2018 Winning Stocks

The stock market continues to rise, and I am expecting good returns in 2018.  Some of the winning stocks that I have noticed are EEM and FM for emerging markets, LNG for natural gas exports, LIT for lithium which is used in electric cars, and SPXL which is a 3x S&P 500 ETF.  I may own any or all of these stocks at anytime.

For example, I have owned Cheniere Energy (LNG) for quite some time.  They are exporting LNG natural gas at a record pace.  It is up more than 10 percent in one month, and they can keep rising.
The lithium ETF with the ticker symbol LIT has also been a money maker for me.  Electric cars are here to stay, and they all require a lot of lithium.

Cancer Chemo Therapy

For anyone taking cancer chemo therapy, there are three supplements that can help with energy levels:  CoEnzymeQ10 (300 mg), magnesium (400 mg), and vitamin B1 (200 mg).  I know this works first-hand because I just went through six months of chemo therapy for liver and colon cancer.  I was far more worried about dying from low energy levels rather than cancer itself.

Fortunately, the cancer was almost gone two months ago, and I was near the remission target then.  Since that time, I have taken four more treatments, and I am expecting to be cancer free next week when I take my final CT scan and CEA cancer blood marker test.

Concerning the CEA cancer blood marker test, it is highly accurate.  When my cancer was discovered in June of 2017, my CEA number was 144, and I was in a lot of liver pain.  After four chemo treatments, my CEA number dropped to 26.5, and I was pain free.  After eight chemo treaments, my CEA number dropped to 8.1, and I was still pain free.  Now that I have taken 12 treatments, I am expecting my CEA number to be in the 1 to 2 range when I am tested next week, and I will be virtually cancer free.

Sunday, September 17, 2017

Winning Stocks

It is hard to tell these days whether the stock market will go up or down.  One thing that has remained certain over the past year is that volatility has been low.  This plays right into the hands of XIV, the inverse volatility index.  It has gone from around $34 per share to $89.61 during the past year, a gain of 161 percent! 

I'll have to admit that I missed XIV this past year.  However, I did make a lot of money by investing and trading in bitcoin through GBTC.  It actually gained over 200 percent to beat XIV.  Unfortunately, bitcoin will be busted for a while because governments like China and Japan are cracking down on bitcoin.  So, I am out of the bitcoin trade for now, but I will be loading up on XIV for this next year because I am betting on another year of low volatility in the stock market.

Another winner for this past year was PNQI, the internet stocks ETF.  It gained over 29% during the past year.  I held a small position in PNQI during this time, but I am going to buy more of the internet stocks ETF for this next year because I believe that PNQI can be worthwhile along with XIV for two of the best stocks to hold in an uncertain market.

Thursday, August 3, 2017

Northern Dynasty Minerals (NAK)

I have owned Northern Dynasty for years in spite of its ups and downs.  It will be one of the biggest mines in the world if it is completed, and it has experienced a tremendously unfair amount of bad news from environmental groups.  The biggest argument is that it will pollute Bristol Bay which is 100 miles away.  Such arguments are pure nonsense.

Here is a great article on Seeking Alpha about the pros and cons of owning NAK.  The bears will eventually be overcome, and bulls for Northern Dynasty will be greatly rewarded.  The majority of the people in Alaska will probably see the great financial benefit of the mine in the next few years, and they will shut up the environmentalists.  Also, Trump and the Republicans are in complete control of the government now, and they are much more reasonable on environmental issues.

Saturday, July 1, 2017

Natural Gas 2017

The wide swings for natural gas stocks appears to be over for now because a lot of long and short traders have exited the natural gas trade.  You can read this article at Seeking Alpha to see why natural gas is not attractive this summer.

The price of natural gas is basically uncertain because we have plenty of supply and demand, and the two are balancing out now.  I own a lot of UGAZ because I thought there would be a summer spike due to utilities using natural gas for cooling.  We are also exporting more natural gas.  Currently, I will probably have to wait until the fall season before I will make any noticeable profit.

Saturday, April 8, 2017

Buy Raytheon RTN

I am buying Raytheon (RTN) on Monday morning.  This is the company which makes the Tomahawk missiles that were fired at Syria this past week.  According to one article that I read, the 59 missiles cost more than 1.5 million each, and the Department of Defense paid 93 million dollars for the missiles that were used.  There is probably a 100% possibility that the missiles will be replaced sending up the earnings of Raytheon.

Moreover, RTN has steadily risen in price over the past year from $124 to $152.  That is a gain of 22%.  How many other companies do you know gained 22% in the past year?  Trump has also signaled that cruise missiles might be used again in Syria, and we have the problem of North Korea as well.  This is one of the few predictable stocks that I see in the stock market today.  Finally, if you buy on Monday, you will get in before the ex-dividend day of April 10.  And the dividend will most likely pay for your commission cost if you buy 10 shares or more.