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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.65)
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iShares Core Canadian Long Term Bond Index ETF (XLB $19.14)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.65)
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iShares 20+ Year Treasury Bond ETF (TLT $89.94)
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Global X High Interest Savings ETF (CASH $50.01)
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US High Interest Savings Account Fund (HISU.U $100.09)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $43.85)
Q: Hello. David Rosenberg’s latest per a Globe article today:
“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”
Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?
Thanks!
“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”
Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?
Thanks!
