Vivian Lewis Blog | Sunday File | Talkmarkets
Editor and founder of Global-Investing.com
Contributor's Links: Global Investing

Vivian Lewis is editor and founder of Global-Investing.com, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competence to the business of picking foreign stocks.

After graduating from Harvard magna cum ... more

Sunday File

Date: Sunday, July 22, 2018 4:16 PM EST

I just posted the performance tables on www.global-investing.com, which show nice gains with an unfortunate consequence, that our yield portfolio lost two decent pay-out entities last week, a bond that was called and a stock that was taken over. You can view this at www.global-investing.com because the closed positions are public.

Pre-subscriber IP of New York City won the prize of a trial subscription for correctly guessing the US stock which is my largest holding, GE. Congratulations.

Note that my bond mavens and fund foragers are looking for substitutions for the 2 positions lost last week but despite Pres. Trump's demand that the Fed stop raising rates I doubt if it will listen to this intervention from the White House. The Federal Reserve has been proudly independent since the 1960s and is unlikely to change tack now. That means it will not be easy finding high yields, particularly without adding risk to our holdings. But we are working on it.

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