Juggling With Knives: Profits, protection and planning for volatility in stocks, bonds, real estate, and real life.

This website is based on my book, Juggling with Knives. Both the book and website are about volatility in everything from stocks and bonds to real estate, and real life topics such as jobs and education.

This website keeps the content of the book fresh and the advice and strategies up to date. If you’ve purchased the book, you’ve earned a one-year free subscription. Use the Coupon Code in the book to start your one-year FREE SUBSCRIPTION when you Subscribe on this website.

I run two other investing websites, Jubak Picks and Jubak Asset Management. So how does Juggling With Knives fit in that group? With a subscription at $79 a year you get everything that appears on my free JubakPicks.com website (1 to 2 posts a day plus buys/sells/updates on three portfolios) plus an additional 1 or 2 posts a day, including a special post on volatility on most days, plus access to my new Volatility Portfolio. My premium site, Jubak Asset Management, JubakAM.com to its friends, offers for $199 a year everything on Jubak Picks, plus everything on Juggling With Knives, plus exclusive posts that include Sector Monday, Friday Trick or Trend, Saturday Night Quarterback, and my daily Notes You Can Use Mini Blog. Oh, and videos where my smiling face explains the markets. If you’d like to step up to a JubakAm.com subscription click here. (You’ll get full credit for what you paid to subscribe to Juggling With Knives.)

Jubak Picks

Top Stocks for
a 12-18 Month Horizon

Jubak Picks Performance
1997-2014:

445%

NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
ACAD
31.39
-0.72
-2.24%
 
ADSK
110.49
+0.69
+0.63%
 
ALV
108.61
+0.44
+0.41%
 
BABA
159.5
+1.75
+1.11%
 
DXJR
14.15
-0.08
-0.56%
 
EUM
19.65
-0.2
-1.03%
 
FANG
88.06
+0.04
+0.05%
 
HAIN
43.23
-0.34
-0.78%
 
HDB
96.17
+0.53
+0.55%
 
INCY
124.34
-2.03
-1.61%
 
IONS
47.41
+0.88
+1.89%
 
ITUB
12.59
+0.11
+0.88%
 
LNG
42.04
-0.17
-0.40%
 
MGM
31.3
-0.29
-0.92%
 
MPC
51.06
-0.83
-1.60%
 
OGXI
0.4
-0.02
-3.85%
 
STO
18.33
-0.07
-0.38%
 
SYNA
42.21
+0.19
+0.45%
 
TRGP
42.87
-0.3
-0.69%
 
V
103.32
+0.86
+0.83%
 
XYL
59.93
+0.07
+0.12%
 
NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
ACAD
31.39
-0.72
-2.24%
 
ADSK
110.49
+0.69
+0.63%
 
ALV
108.61
+0.44
+0.41%
 
BABA
159.5
+1.75
+1.11%
 
DXJR
14.15
-0.08
-0.56%
 
EUM
19.65
-0.2
-1.03%
 
FANG
88.06
+0.04
+0.05%
 
HAIN
43.23
-0.34
-0.78%
 
HDB
96.17
+0.53
+0.55%
 
INCY
124.34
-2.03
-1.61%
 
IONS
47.41
+0.88
+1.89%
 
ITUB
12.59
+0.11
+0.88%
 
LNG
42.04
-0.17
-0.40%
 
MGM
31.3
-0.29
-0.92%
 
MPC
51.06
-0.83
-1.60%
 
OGXI
0.4
-0.02
-3.85%
 
STO
18.33
-0.07
-0.38%
 
SYNA
42.21
+0.19
+0.45%
 
TRGP
42.87
-0.3
-0.69%
 
V
103.32
+0.86
+0.83%
 
XYL
59.93
+0.07
+0.12%
 

Jubak Top 50

The Top 50 Best
Stocks in the World

Jubak Top 50 Performance
for 2016:

21.5%

NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
AAPL
160.95
-0.65
-0.40%
 
AGN
227.99
-2.45
-1.06%
 
ALB
113.42
+1.54
+1.38%
 
AMZN
978.18
-4.56
-0.46%
 
AUY
2.73
+0.15
+5.81%
 
BABA
159.5
+1.75
+1.11%
 
BG
77.16
0.00
0.00%
 
BGC
17.9
+0.25
+1.42%
 
BHP
41.17
+1.1
+2.75%
 
CHK
4
+0.02
+0.50%
 
CMI
154.38
-0.13
-0.08%
 
CNI
80.37
+0.26
+0.32%
 
COH
40.72
+0.08
+0.20%
 
CSCO
32.34
+0.25
+0.78%
 
CX
9.32
+0.06
+0.65%
 
DD
82.01
+0.43
+0.53%
 
DE
126.63
-0.55
-0.43%
 
EBAY
35.36
+0.11
+0.31%
 
ENB
39.17
-0.06
-0.15%
 
FANUY
19.71
-0.22
-1.10%
 
FB
170
-1
-0.58%
 
FCX
14.77
+0.8
+5.73%
 
FLR
38.44
-0.21
-0.54%
 
FLS
39.42
-0.02
-0.05%
 
GE
25.1
-0.04
-0.16%
 
GLW
28.45
-0.04
-0.14%
 
GOOG
926.96
+4.74
+0.51%
 
HDB
96.17
+0.53
+0.55%
 
INFY
15.65
+0.16
+1.03%
 
ITUB
12.59
+0.11
+0.88%
 
JCI
37.55
-0.28
-0.74%
 
LFL
12.47
+0.2
+1.63%
 
LNG
42.04
-0.17
-0.40%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
119.65
+1.68
+1.42%
 
MON
117.7
+0.68
+0.58%
 
NJDCY
28.32
-0.04
-0.14%
 
PEP
119.1
+0.13
+0.11%
 
POT
17.68
+0.17
+0.97%
 
PXD
131.63
-2.07
-1.55%
 
PYPL
60.29
+0.6
+1.01%
 
RYN
28.46
+0.08
+0.28%
 
SLB
63.71
+0.27
+0.43%
 
SPWR
9.55
-0.25
-2.55%
 
TCEHY
43.36
+2.5
+6.12%
 
TS
27.13
-0.1
-0.37%
 
VALE
10.1
+0.32
+3.27%
 
NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
AAPL
160.95
-0.65
-0.40%
 
AGN
227.99
-2.45
-1.06%
 
ALB
113.42
+1.54
+1.38%
 
AMZN
978.18
-4.56
-0.46%
 
AUY
2.73
+0.15
+5.81%
 
BABA
159.5
+1.75
+1.11%
 
BG
77.16
0.00
0.00%
 
BGC
17.9
+0.25
+1.42%
 
BHP
41.17
+1.1
+2.75%
 
CHK
4
+0.02
+0.50%
 
CMI
154.38
-0.13
-0.08%
 
CNI
80.37
+0.26
+0.32%
 
COH
40.72
+0.08
+0.20%
 
CSCO
32.34
+0.25
+0.78%
 
CX
9.32
+0.06
+0.65%
 
DD
82.01
+0.43
+0.53%
 
DE
126.63
-0.55
-0.43%
 
EBAY
35.36
+0.11
+0.31%
 
ENB
39.17
-0.06
-0.15%
 
FANUY
19.71
-0.22
-1.10%
 
FB
170
-1
-0.58%
 
FCX
14.77
+0.8
+5.73%
 
FLR
38.44
-0.21
-0.54%
 
FLS
39.42
-0.02
-0.05%
 
GE
25.1
-0.04
-0.16%
 
GLW
28.45
-0.04
-0.14%
 
GOOG
926.96
+4.74
+0.51%
 
HDB
96.17
+0.53
+0.55%
 
INFY
15.65
+0.16
+1.03%
 
ITUB
12.59
+0.11
+0.88%
 
JCI
37.55
-0.28
-0.74%
 
LFL
12.47
+0.2
+1.63%
 
LNG
42.04
-0.17
-0.40%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
119.65
+1.68
+1.42%
 
MON
117.7
+0.68
+0.58%
 
NJDCY
28.32
-0.04
-0.14%
 
PEP
119.1
+0.13
+0.11%
 
POT
17.68
+0.17
+0.97%
 
PXD
131.63
-2.07
-1.55%
 
PYPL
60.29
+0.6
+1.01%
 
RYN
28.46
+0.08
+0.28%
 
SLB
63.71
+0.27
+0.43%
 
SPWR
9.55
-0.25
-2.55%
 
TCEHY
43.36
+2.5
+6.12%
 
TS
27.13
-0.1
-0.37%
 
VALE
10.1
+0.32
+3.27%
 

Dividend Income

Stocks That
Pay You

Dividend Income
Performance for 2016:

26.8%

NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
COH
40.72
+0.08
+0.20%
 
GE
25.1
-0.04
-0.16%
 
HP
43.77
-1.11
-2.47%
 
ING
18.16
+0.03
+0.17%
 
KMI
18.71
-0.14
-0.74%
 
OKS
51.07
+0.32
+0.63%
 
PFXF
20.04
+0.01
+0.05%
 
QCOM
53.31
-0.56
-1.04%
 
SDRL
0.311
+0.011
+3.7000%
 
TRGP
42.87
-0.3
-0.69%
 
VZ
48.41
-0.07
-0.14%
 
WBK
26.16
+0.93
+3.69%
 
WES
49.38
-0.07
-0.14%
 
XOM
77.47
-0.57
-0.73%
 
NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
COH
40.72
+0.08
+0.20%
 
GE
25.1
-0.04
-0.16%
 
HP
43.77
-1.11
-2.47%
 
ING
18.16
+0.03
+0.17%
 
KMI
18.71
-0.14
-0.74%
 
OKS
51.07
+0.32
+0.63%
 
PFXF
20.04
+0.01
+0.05%
 
QCOM
53.31
-0.56
-1.04%
 
SDRL
0.311
+0.011
+3.7000%
 
TRGP
42.87
-0.3
-0.69%
 
VZ
48.41
-0.07
-0.14%
 
WBK
26.16
+0.93
+3.69%
 
WES
49.38
-0.07
-0.14%
 
XOM
77.47
-0.57
-0.73%
 

Volatility

Jim’s Newest
Portfolio!

Portfolio Initiated
January 2017

 

NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
EUM
19.65
-0.2
-1.03%
 
GDXJ
33.34
+0.78
+2.40%
 
GGAL
42.25
-0.1
-0.24%
 
INCY
124.34
-2.03
-1.61%
 
JO
17.53
-0.17
-0.96%
 
NKTR
19.52
+0.03
+0.15%
 
NASDAQ
6345.109
+12.096
+0.1910%
 
S&P500
2468.11
+3.5
+0.14%
 
NYSE
11868.85
+25.37
+0.21%
 
EUM
19.65
-0.2
-1.03%
 
GDXJ
33.34
+0.78
+2.40%
 
GGAL
42.25
-0.1
-0.24%
 
INCY
124.34
-2.03
-1.61%
 
JO
17.53
-0.17
-0.96%
 
NKTR
19.52
+0.03
+0.15%
 

Post of the Month

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View Post

Worry about central banks gains weight

Today it’s JPMorgan Chase CEO Jamie Dimon telling a conference in Paris that the unwinding of central bank bond-buying programs is an unprecedented challenge that may be more disruptive than people think. Tomorrow (and Thursday) it’s Federal Reserve chair Janet Yellen giving Congress some clue (maybe) on when the Fed will begin to reduce its $4.5 trillion portfolio of Treasury and mortgage-backed debt instruments.

View Post

Yesterday’s tech stock rally evaporates this morning

Yesterday’s rally in technology stocks and the NASDAQ Composite has disappeared this morning. At 12:30 New York time the NASDAQ was off 1.6%; the Technology Sector Select SPDR (XLK) was down 1.72%; and individual technology stocks were also in the red. Amazon (AMZN), for example, was lower by 1.58%; Nvidia (NVDA) was down 3.57%; Apple (AAPL) had retreated 1.58%; and Facebook had lost 1.16%.

View Post

Adding another Argentina play, Global X Argentina ETF, ahead of MSCI decision tomorrow to my Volatility Portfolio

Today, just ahead of the MSCI decision, I’m adding more Argentina exposure to my volatility portfolio with the pick of Global X MSCI Argentina ETF (ARGT.) The ETF has $174 million in total assets, giving you decent liquidity. The expense ratio is 0.59%. The ETF is highly volatile, I’d note.

View Post

Could it be? An upward trend in VIX volatility? Not investible yet, though

I'm not calling it a trend yet. Every time over the past six months that it has looked like volatility on the Standard & Poor's 500 stock index has been ready to move up in a significant way, the move has been a head fake. And volatility as measured by the CBOE...
View Post

Market moves to risk off just before start of biotech conference season, opening for short term biotech trades? Adding Nektar to my Volatility Portfolio

Today, March 6, was a day for risk off. The indexes ended up negative for the day but not by a huge amount. The Standard & Poor’s 500 stock index, for example, was down just 0.33% on the day. Riskier indexes took a bigger hit. The NASDAQ Composite was off 0.37% and the small cap Russell 2000 was lower by 0.69%. The iShares NASDAQ Biotechnology ETF (IBB) was down 0.88%. But if you were looking for bigger drops today, the place to cast your eyes was on individual biotech stocks, especially those that had been rallying recently. For example, Incyte (INCY) was off by 1.85%. The Medicines Company (MDCO) fell 2.28%. Ionis Pharmaceuticals (IONS) got a double dose of downward pressure from the market in general and from bad news on a drug trial and tumbled 8.26%.This dip in biotech stocks comes at, what can I call it, a very interesting time. Especially if it continues for a day or two or three.

View Post

If not the VIX, what to watch for signs of volatility? I’m adding gold to my Volatility Portfolio

The most widely followed volatility measure, the CBOE S&P 50 Volatility Index (VIX), is going nowhere. The VIX, commonly known as the fear index, closed at 11.37 today, February 6 and it is stuck below both its 50-day moving average of 12.09 and its 200-day moving average at 14.01. Which doesn’t mean there’s no volatility or no fear in the markets. It’s just not reflected in the market for puts and calls on the S&P 500. Other measures, however, are flagging uncertainty in the financial markets.

View Post

My “when-to-buy” update on capturing long-term volatility with Facebook and Apple LEAPS options

Way back on January 5 I posted that 2017 looked like a very promising year for technology LEAPS, especially for Apple (AAPL) and Facebook (FB), two technology stocks where near term volatility has created promising opportunities. And I promised to follow up on what happened with these Apple and Facebook LEAPS as we got close to and then moved beyond the next earnings report. So what’s happened?

View Post

No volatility anywhere

By this time you’re certainly aware that volatility in the U.S. stock market is near record lows. (It’a actually below record lows when you recalibrate the VIX for revisions to that index.) But the lack of volatility in the bond market may have escaped your attention. It’s even more pronounced than the lows in the CBOE S&P 500 Volatility Index (VIX.)

read more

Worry about central banks gains weight

Today it’s JPMorgan Chase CEO Jamie Dimon telling a conference in Paris that the unwinding of central bank bond-buying programs is an unprecedented challenge that may be more disruptive than people think. Tomorrow (and Thursday) it’s Federal Reserve chair Janet Yellen giving Congress some clue (maybe) on when the Fed will begin to reduce its $4.5 trillion portfolio of Treasury and mortgage-backed debt instruments.

read more

Yesterday’s tech stock rally evaporates this morning

Yesterday’s rally in technology stocks and the NASDAQ Composite has disappeared this morning. At 12:30 New York time the NASDAQ was off 1.6%; the Technology Sector Select SPDR (XLK) was down 1.72%; and individual technology stocks were also in the red. Amazon (AMZN), for example, was lower by 1.58%; Nvidia (NVDA) was down 3.57%; Apple (AAPL) had retreated 1.58%; and Facebook had lost 1.16%.

read more

Market moves to risk off just before start of biotech conference season, opening for short term biotech trades? Adding Nektar to my Volatility Portfolio

Today, March 6, was a day for risk off. The indexes ended up negative for the day but not by a huge amount. The Standard & Poor’s 500 stock index, for example, was down just 0.33% on the day. Riskier indexes took a bigger hit. The NASDAQ Composite was off 0.37% and the small cap Russell 2000 was lower by 0.69%. The iShares NASDAQ Biotechnology ETF (IBB) was down 0.88%. But if you were looking for bigger drops today, the place to cast your eyes was on individual biotech stocks, especially those that had been rallying recently. For example, Incyte (INCY) was off by 1.85%. The Medicines Company (MDCO) fell 2.28%. Ionis Pharmaceuticals (IONS) got a double dose of downward pressure from the market in general and from bad news on a drug trial and tumbled 8.26%.This dip in biotech stocks comes at, what can I call it, a very interesting time. Especially if it continues for a day or two or three.

read more

If not the VIX, what to watch for signs of volatility? I’m adding gold to my Volatility Portfolio

The most widely followed volatility measure, the CBOE S&P 50 Volatility Index (VIX), is going nowhere. The VIX, commonly known as the fear index, closed at 11.37 today, February 6 and it is stuck below both its 50-day moving average of 12.09 and its 200-day moving average at 14.01. Which doesn’t mean there’s no volatility or no fear in the markets. It’s just not reflected in the market for puts and calls on the S&P 500. Other measures, however, are flagging uncertainty in the financial markets.

read more

My “when-to-buy” update on capturing long-term volatility with Facebook and Apple LEAPS options

Way back on January 5 I posted that 2017 looked like a very promising year for technology LEAPS, especially for Apple (AAPL) and Facebook (FB), two technology stocks where near term volatility has created promising opportunities. And I promised to follow up on what happened with these Apple and Facebook LEAPS as we got close to and then moved beyond the next earnings report. So what’s happened?

read more

Emerging markets hang amazingly tough considering bad news from Mexico and Brazil

The IShares MSCI Emerging Markets ETF (EEM) is actually up 1.87% in the last five days and up 0.08% in the last month. Which is pretty stunning given that Brazil and Mexico, two of the biggest and more consequential of developing economies, have descended into something near chaos. And the path of those two economies suggests worrying possibilities for other emerging markets such as Turkey and the Philippines

read more

China’s increasingly frantic, increasingly dangerous game of financial Whac-A-Mole

China faces a depreciating currency, a bond market that has switched from rally to sell off, huge outflows of cash, and what looks like a resurgence of inflation.Fixing one of these problems alone would be a huge challenge to the People’s Bank. The combination leaves the central bank with a situation where fixing one problem may just make the others worse. Increasingly the People’s Bank looks like it is rushing from problem to problem, giving  the crisis-of-day a whack and then rushing to figure out what’s likely to pop up next that will deserve a bash with the mallet. As anyone who has ever played the boardwalk game Whac-A-Mole knows, this kind of frenzy usually doesn’t result in anything good.

read more

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Juggling With Knives

This website is based on my book, Juggling with Knives. Both the book and website are about volatility in everything from stocks and bonds to real estate, and real life topics such as jobs and education.

This website keeps the content of the book fresh and the advice and strategies up to date. If you've purchased the book, you've earned a one year free subscription. Use the Coupon Code in the book to start your FREE subscription when you Subscribe on this website.