EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
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Good? I have no idea but this is unhedged and seemed to pay well recentky: EMLC I tend to avoid ungedged for bonds but not otgerwise. Last year unhedged was good for this ETF. About a year ago i bought this hedged international bond etf: JPIB It’s not cheap (0.50%) but it seems well managed
Unhinged Fed and USD debasement incoming for 2026: 65% GLTR, 20% REMX (or SLV), 15% EMLC.
Take like 200k-400k and buy something like EMLC. It’s a local currency denominated bond etf that pays over 6% a year. This is your hedge against dollar inflation. Take another 2-400k and put it into a China green tech etf. Take another 200-400k and put it into an S&P 500 etf. See the trend here? Diversify and reduce risk while creating income. Do not spend another penny on options ever again. You have created what will soon be dynastic wealth. Don’t fuck it up.
Nothing great, for sure. International markets are performing better than US ones, and they're up YTD while US is down quite a lot. So that's an option. I like developed markets, so something like VEA or VGK for just European markets. In the US, some sectors haven't fallen quite as much as others. Consumer defensive is up a bit and utilities are flat. XLP and XLU are funds that cover those sectors. International fixed income is also doing pretty well right now. Funds like EMLC, WIP, BWZ, and that cohort of funds. And preferred shares haven't been hit as hard. VRP is a fund in this class that I like. Preferred shares are definitely more of an income investment, though. Not a growth opportunity. But they tend to do a good job at holding value. But everything is subject to sudden reversals, so nothing is particularly safe.
In this space I like emerging market local currency bonds and I use EMLC.
This subreddit doesn't allow pics in the replies, so I'll have to just use text. Try out [portfoliovisualizer.com](http://portfoliovisualizer.com) and check their Tools pulldown for Asset Correlations. Your BEMB owns dollar-denominated debt only, so that makes a difference. BEMB happens to be a bit more highly correlated with SPY and EFA than domestic JNK is. I happen to have a 5% stake in EM bonds but they're not dollar-denominated. EMLC is a local currency EM bond fund that is less correlated to US and foreign stocks than either JNK or BEMB.
This is too early for people to see I was right, I'm going to delete this and repost in 3 months. !RemindMe 3 months. For the record this is what I said: The Great Market Wheeze is almost upon us I predicted the crash in September 2021 due to higher-than-expected inflation pushing up bond yields and down stock multiples. I advised: cash, shorting bonds, emerging market and defensive dividend stocks. I'm calling Powell's bluff Then in May 2022 I called 3,700 the fair price for the S&P (anything below a steal), upcoming softer-than-expected inflation data leading to a fed pivot. I advised: hypergrowth stocks like Shopify. Shopify is up 19% since that call, the Russel 2000 is up over 6% as growth rallies with turning inflation and economic outlook. \> The Response First here's what people had to say back in May about inflation turning, growth stocks oversold and fed pivoting end of year: Narrator: "He was, in fact, not on the money." This is gonna be so horribly off the mark it's going to be hilarious. Can't wait to come back here a year from now Oh man those stocks are junk. The Shopify "anything below $300 is a steal"' is funny when shopifys pe is rn still above 300. Its gonns steal your money yes. hypergrowth is far from oversold. We have a very long way to go Market has entered the bear market and is going to meltdown well into 2023. I'm 75% cash and going to buy up big time near the bottom "Emerging markets" are about to suffer through the worst famine in our lifetimes. I'm not clear that is going to lead to market outperformance over the next year. \> What To Do Now Buy hyper growth like $SHOP. The stocks that were hit hardest on deep recession fears and rising rates will do the best when the opposite happens. Much like how quantitative easing, direct financial stimulus, closing manufacturing and lowering rates increased inflation - and then when we did the opposite it decreased inflation (😮). Shopify is a great business that I have the scoop on. These are my top picks for the current environment: \- Shopify ($SHOP) \- Sartorious (SRT.DE) \- Emerging Market Local Currency Bond ETF ($EMLC) \- Daikin ($DKILY) Here’s a more fun play. Covered call ETFs sell covered calls and pay out the premium as dividends. The more volatility the more you get paid. One I like is $JEPQ. It's an actively managed covered call ETF on tech stocks. It currently has an SEC dividend yield of 19.9%. You get some of the asset appreciation as tech recovers, but I also think there will be an extended period of chop ahead as the fed remains stricter than normal and mixed inflation data comes out. This allows me to profit from both. I'm taking a position on 4x leverage. At the current yield that's an 80% dividend/year minus margin interest. As the dividends are paid out my position becomes less and less risky, after a year my 4x leverage position will be only 2.2x leverage if dividend yields remain this high. The dividends will be rolled into more growth stocks. The dividends on $JEPQ will likely not remain this high forever, but you get the idea.
This is too early for people to see I was right, I'm going to delete this and repost in 3 months. !RemindMe 3 months. ​ For the record this is what I said: ​ The Great Market Wheeze is almost upon us I predicted the crash in September 2021 due to higher-than-expected inflation pushing up bond yields and down stock multiples. I advised: cash, shorting bonds, emerging market and defensive dividend stocks. I'm calling Powell's bluff Then in May 2022 I called 3,700 the fair price for the S&P (anything below a steal), upcoming softer-than-expected inflation data leading to a fed pivot. I advised: hypergrowth stocks like Shopify. I was right and I made money. I will tell you what will make money going forward. \> The Response First here's what people had to say back in May about inflation turning, growth stocks oversold and fed pivoting end of year: Narrator: "He was, in fact, not on the money." This is gonna be so horribly off the mark it's going to be hilarious. Can't wait to come back here a year from now Oh man those stocks are junk. The Shopify "anything below $300 is a steal"' is funny when shopifys pe is rn still above 300. Its gonns steal your money yes. $SHOP +12% hypergrowth is far from oversold. We have a very long way to go Market has entered the bear market and is going to meltdown well into 2023. I'm 75% cash and going to buy up big time near the bottom "Emerging markets" are about to suffer through the worst famine in our lifetimes. I'm not clear that is going to lead to market outperformance over the next year. Wheat price/bushel -35% \> My Philosophy This all really isn’t that complicated… Us humans aren’t much smarter than chimps and so anything we create won’t be complex. It’s in the interpretation of these very simple core systems that we project a bunch of meaningless abstractions on top. Financial markets are not moral. They don’t exist to punish the wicked and reward the righteous. When the doomsayers come out to tell us we’re about to suffer for our sins they misunderstand what game we’re playing. Financial markets are not that important. Interest rates, quantitative easing, stimulus, deficits, reserve currencies etc… are all things we made up, to control the flow of made-up stores of value, through a financial lattice that we made up. They’re far more reactive to real-world events than drivers of real-world events. We’ve had tech bubbles at high rates in the 90/2000s, we’ve had them at low rates. The whole spectrum, from booms to busts, can happen in a diverse multitude of fiscal environments. Developed nations will continue to surprise at how quickly they can overcome even the seemingly most dire financial crises. Because we made all of finance up, it can only hurt you as much as you let it (i.e. The Great Depression). \> How To Make Money Buy hypergrowth like $SHOP. The stocks that were hit hardest on deep recession fears and rising rates will do the best when the opposite happens. Much like how quantitative easing, direct financial stimulus, closing manufacturing and lowering rates increased inflation - and then when we did the opposite it decreased inflation (😮). Shopify is a great business that I have the scoop on. Buy these now: \- Shopify ($SHOP) \- Sartorious (SRT.DE) \- Emerging Market Local Currency Bond ETF ($EMLC) \- Daikin ($DKILY) Here’s a more fun play. Covered call ETFs sell covered calls and pay out the premium as dividends. The more volatility the more you get paid. One I like is $JEPQ. It's an actively managed covered call ETF on tech stocks. It currently has an SEC dividend yield of 19.9%. You get some of the asset appreciation as tech recovers, but I also think there will be an extended period of chop ahead as the fed remains stricter than normal and mixed inflation data comes out. This allows me to profit from both. I'm taking a position on 4x leverage. At the current yield that's an 80% dividend/year minus margin interest. As the dividends are paid out my position becomes less and less risky, after a year my 4x leverage position will be only 2.2x leverage if dividend yields remain this high. The dividends will be rolled into more growth stocks. The dividends on $JEPQ will likely not remain this high forever, but you get the idea. Good luck fellas.
>In short I predict Jerome Powell and the Fed are talking a tough game on inflation, but will soften later this year leading to a market rally. I also believe we will have a minor recession at worst. sopten rhetoric: fed raised rates from march (post) 25bps -> 400 bps, and no softening. market rally: -11% from the post. minor recession: gdp expanded every quarter "stocks im buying" * Shopify ($SHOP) - Anything below $300 is a steal. Look at what it will be not what it is now. -> trading (adjusted) 43.40, **down 38% from OPs.** * Sartorius ($[SRT.DE](https://SRT.DE)) - **down 9%** * JinkoSolar ($JKS) - Will double on a China rally. Not a huge fan of China so don't hold forever. **down 1.48%** * Austal ($[ASB.AX](https://ASB.AX)) **+25%** * Emerging Market Local Currency Bond ETF ($EMLC) **down 6.89%** * India ETF ($INDA) **down 4.16%** * Indonesia ETF ($IDX) **down 9.29%** terrible. almost all your picks are down. you predicted nothing. no offense.
**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|5|**First Seen In WSB**|1 year ago **Total Comments**|33|**Previous Best DD**|[x](https://www.reddit.com/r/wallstreetbets/comments/syg5oe/i_told_you_so_the_great_wheeze_is_here/) [x](https://www.reddit.com/r/wallstreetbets/comments/ut33zq/buy_buy_buy_growth_from_the_guy_who_said_sell/) [x](https://www.reddit.com/r/wallstreetbets/comments/z9ld64/i_called_powells_bluff/) [x](https://www.reddit.com/r/wallstreetbets/comments/z9ievw/i_called_powels_bluff/) **Account Age**|7 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) **Vote Spam**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_spam&message=z9ld64)|**Vote Approve**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_approve&message=z9ld64) ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod) >TL;DR: $SHOP, $SRT.DE, $EMLC, $DKILY are all good. Buy them now.
Hey moron, the bond market is bigger than just a single long term US Treasury fund. VTIP, ISHG, EMLC
Here are some ideas: ISHG, EMLC, VTIP, EWZ, VEU
Just fired my investor and starting to rebalance my account. I'm looking for an 80/20 target stocks / bonds. I'm a little confused though on what would be considered for the 20% bond target. For example, my advisor has me in **SCHP, EMB, and EMLC**. Would those be considered a bond investments even though they are ETF's? Thanks for the help
Etf, EMLC Used to hold russia, don’t see it anymore Search local currency bonds.
Something like local currency Emerging market bonds are something that fits his criteria I think (EMLC being a good etf for that). Most people should have foreign stocks already but if you don't yeah buy some.