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Thematic Growth Portfolio

What are the key themes in the Thematic Growth portfolio?

  • Connectivity (mobile technology, etc.)
  • Manufacturing
  • Paccar, and other trucking and shipment companies
  • Cyber-security
  • Chicken and other proteins – as world economies grow, demand for these foods grow
  • LED lights

The thematic growth portfolio can work for any investor of any age. You need to make sure that your capital lives as long as you do, and that means that investors need to focus on growth.

The thematic growth portfolio has minimum of $100,000 investment here at Fabian Wealth Strategies, and if you’re interested in pursuing these themes, please contact our offices at 800-391-1118.

 

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Las Vegas Money Show Preview

Doug Fabian and Chris Versace are at the Las Vegas Money Show this week, and they want to share a preview of their talks here. So here they are….

Three investing trends Chris Versace is watching:

  • Connectivity – such as QualComm
  • Cyber-security – such as KEYW
  • Chicken – such as Sanderson Farms, etc.

Three winning strategies using ETFs from Doug Fabian:

  • Emerging markets
  • Energy/natural gas
  • Commodities

There will be no Monday morning podcast next week, because Doug will be off attending his daughter’s college graduation! Congratulations to the Fabian family and best wishes to her!

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April Gains (Chart)

In the table below, you can see some sectors that were big winners in April, many of which were from the energy sector.

Ticker    Name                                                            April% Gains
TUR       ISHARES MSCI TURKEY ETF                             9.31
FCG       FIRST TRUST ISE-REV NAT GAS                       9.18
UNG      US NATURAL GAS FUND LP                               8.72
XOP       SPDR S&P OIL & GAS EXP & PR                        8.05
IPW       SPDR S&P INTL ENERGY SECTOR                      7.99
UNL       UNITED STATES 12 MONTH NATUR                    7.50
PXE       POWERSHARES DYN ENRG EXP PRO                  7.42
FILL       ISHARES MSCI GLOBAL ENERGY P                    7.34
EPU       ISHARES MSCI ALL PERU CAPPED                     7.03
FRAK     MARKET VECTORS OIL & GAS FRACKING           6.88

Year-to-date, we’ve seen a rotation toward energy, emerging markets and Treasury bonds, and away from domestic stocks, and more recently, large-cap tech stocks.

Ticker              Name                                                       YTD% (as of 4/30)
EGPT               MARKET VECTORS EGYPT INDEX                30.89
UNG                US NATURAL GAS FUND LP                         28.32
GGGG             GLOBAL X PURE GOLD MINERS ET               26.29
GLDX              GLOBAL X GOLD EXPLORERS ETF                25.09
MES                MARKET VECTORS GULF STATES                22.40
EIDO               ISHARES MSCI INDONESIA ETF                  21.19
DBA                POWERSHARES DB AGRICULTURE F            20.70
IDXJ               MARKET VECTORS INDONESIA SMA            20.67
USAG              UNITED STATES AGRICULTURE IN              20.37
SILJ                PUREFUNDS ISE JUNIOR SIL-ETF                 19.54

If you have questions about these ETFs and how they can work into your portfolio, please email askdoug(at)dougfabian(dot)com or call our offices for a free consultation: 800-391-1118.

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Video Update: Correction Season

April was a down month in the financial markets. Stocks tend to go through a correction season from May through October, and we’ll have to see what happens as summer comes.

We are seeing a lot of great emerging market ETFs right now, including countries like Turkey and Egypt. We think emerging markets are a great option for investors right now, and we want to encourage you to consider some international investments.

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Video: Digging into April Jobs Data with Chris Versace


RBS U.S. chief economist Michelle Girard, economist Peter Morici, Fabian Wealth Strategies’ Thematic Growth portfolio manager Chris Versace and FBN’s Charlie Gasparino weigh in on the latest labor market and economic data.

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Developed, Emerging and Frontier Markets

You’ve probably heard these terms but don’t know what they mean. Here’s an overview:

  • Developed markets: large countries that have financial markets, and have usually been established for some time (the U.S., Europe, etc.)
  • Emerging markets: countries like India, Brazil, China and others. These are markets which have not been around very long but are up and coming
  • Frontier markets: countries usually in Africa and the Middle East – obviously smaller, newer and less stable

There are many ways to invest in any of these markets through ETFs, and we think that the emerging markets are the best place for your money right now.

If you have questions about ETFs and how to invest in these markets, please email us at askdoug(at)dougfabian(dot)com.

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Video Update: Interest Rates are Stable

We don’t expect interest rates to go lower, but we don’t expect them to go much higher either. Investors need to be careful about making emotional decisions and selling at a bad time in the market.

Despite fears about rising interest rates, they have not gone up significantly and we don’t expect them to at this time.

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Doug’s Favorite ETFs

Some of you have extra cash in your portfolio, and here are three ideas for the growth side of your portfolio:

  • TDIV (technology)
  • FCG (energy/technology)
  • PBW (alternative energy)

For income portfolios, look at the following:

  • XMPT (yield 5.8%, tax-free)
  • GYLD (yield 6%)
  • YYY (yield 9%)

Consider these for your portfolio if appropriate. Subscribe to Successful ETF Investing newsletter for more, or call our offices with any questions or concerns at 800-391-1118.

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How the Rise and Fall of the Middle Class will Impact Your Spending

New opinion piece from Chris Versace:

“One of the more profitable PowerTrends that subscribers to PowerTrend Profits have benefited from, and continue to benefit from, is The Rise and Fall of the Middle Class. The Rise of the Middle Class refers to the rising disposable incomes in several markets around the world, particularly the emerging markets. As those incomes rise, many are trading up in lifestyle, which drives additional demand for goods and services. You’re seeing that now every time you walk into your local grocery store, given the spike in beef, pork, coffee and other prices.

The flipside of that PowerTrend is the Fall of the Middle Class, and that, sadly, is happening here at home in the United States. Am I happy about it? Certainly not, but the data is what the data is, and that means we as investors need to re-calibrate where we are investing.”

Read more at TownHall.com, here.

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Special Announcement from Successful Investing Newsletter

If you subscribe to Successful Investing newsletter, we are changing our focus to hone in further on Exchange Traded Funds.

To reflect this change, we are changing the title of our newsletter to Successful ETF Investing. We are also adding an “Aggressive Portfolio” to Successful ETF Investing, so now we have three portfolios to highlight: Income Portfolio, Growth Portfolio and Aggressive Portfolio.

We are adding a couple of web-pages and an ETF education page to our monthly publication.

We have never been more excited about Exchange Traded Funds than we are now. If you are a subscriber, this is good news and good things will be coming your way. If you’re not a subscriber, we encourage you to sign up today for this great publication. ETFs are an incredible tool for investors and this newsletter will help you take advantage of them in your portfolio.

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