Fifteen weeks into 2014, the Dow, Nasdaq and Russell 2000 are all down year-to-date, while the S&P 500 is ahead by less than 1.5%. The market is dealing with some genuine obstacles that weren't prevalent at the end of 2013. Worries over Russia's annexation of Ukraine, slowing in China's economy, Japan's anemic exports, deflationary pressure in Europe and Fed tapering are weighing on investor sentiment.
If these issues weren't enough, the 'great rotation' out of the New America stocks – Facebook (FB), Netflix (NFLX), Amazon (AMZN), Priceline (PCLN), Tesla (TSLA), 3D Systems (DDD), Twitter (TWTR), Yelp (YELP) and too many biotech stocks to list -- sent shivers through the market that are just now starting to abate. Last week's rebound saw the bloodletting in high-beta stocks somewhat cease, while capital flows into dividend-paying stocks and high-yield assets remained strong.Read
A lot of expected events this year are getting a delayed start. The warmth of spring and the blooming of the cherry blossoms in Washington, D.C. are behind schedule, as is the resumption of the torrid rally for U.S. equities that characterized 2013. The market has run into several headwinds during the first quarter, and they are just now getting worked off to a point where it's beginning to feel like many of the negative factors that have punished stocks of late have been discounted if not fully priced in.
Legitimate investor concerns exist about whether China's growth is stalling out or just taking a pause in its transition from a manufacturing economy to a consumer economy. Europe is weighing fiscal stimulus to ward off deflationary pressures that could morph into negative savings rates. Japan's Nikkei has tumbled nearly 15% since January as a strong yen portends of sliding future finished-goods exports that Japan's economy so heavily depends on. Russia's ambitious annexing of Crimea, and now likely of eastern Ukraine as well, is becoming a more central and volatile issue by the day.Read
The compare and contrast feature includes a table of guaranteed yields reflecting current yields as a way to compare risk-free investments versus recommendations within the Cash Machine service. Having a handle on what Jumbo Certificates of Deposit, Treasury Bills, Treasury Notes, Ginnie Maes and Money Markets are paying provides important reference points for investors stepping outside these traditional and ultra-safe investments.
Yields determined as of 4/14/14.
I'm always looking for new investment opportunities to add to our portfolios. Here's what I'm researching right now. I'll let you know if any of these companies meet my buy criteria.
"I wanted to tell you that I really like your service. I think you are spot on with your investment philosophy."
— D. Shaskin, Lisbon, Portugal
For almost a decade, Bryan has brought his expertise on high-yielding investments to the Cash Machine service. His main goal is to help income investors craft a portfolio that will pay a reliable income even during the worst of times. Read