Portfolio Three might have some additional contributions so I looked for some stock selections that could be appropriate. In general, valuations seem high right now so I am generally looking at stocks (or ETF’s) that are a bit “banged up” (usually by barely missing earnings and having the stock price punished as a result).
Here are the choices:
F5 networks (FFIV)
$74 ($72-$139) market cap $5.7B
Took big drop when they recently missed growth by a bit.
market cap $400B
Dividend yield 2.5%
May have been oversold with recent market hits.
$67 ($59 – $80)
Market cap $108B
Dividend yield 3.4%
Has come down a bit from recent highs. Well run.
Gold ETF (GLD)
$152 ($148 – $174)
Gold is a hedge against inflation and paper money. It has been going down relative to recent highs
South Korea ETF (EWY)
$55 ($50 – $65)
dividend yield 0.6%
Way to bet on all S Korean companies including Samsung. Harder to buy individual stocks. Likely oversold due to N Korea threats
Relatively low dividend
MDU Resources (MDU)
$24 ($19 – $25)
Dividend yield 2.9%
Well run company in utilities, oil & gas and construction. Can profit from growth in the Dakota region caused by the shale oil boom