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Our Entire Portfolio Is Up 42% This Year. Here's Why...

By Dr. Steve Sjuggerud
Monday, August 28, 2017

If you're not profiting from the "Melt Up" yet, what are you waiting for?
You're running out of time... Stocks aren't going to go up forever.
My Melt Up theme is the idea that stocks tend to soar in the final months of a great bull market as it comes to an end. And we're entering that time – right now.
The end of the dot-com boom in 2000 is the last great example of this. The Nasdaq soared 200% in the final two years of the Melt Up... and an extraordinary 75% in the final five months.
I can't know for sure, of course... But this time around, I believe we could see something similar.
The Melt Up is already underway. And you might be surprised to hear it, but it's not just happening in the U.S. Huge gains are happening overseas, too...
I was stunned at how far ahead of us China was in mobile technology when I visited China two summers ago. I came home and was shocked that nobody was talking about it.
I had to get my readers in on the trend. So I started a letter called True Wealth China Opportunities.
So far, the performance of that letter has been amazing...
The letter is less than a year old. Year to date, the average gain on our recommended China portfolio is around 44%. (That's not annualized – that's the return so far this year.)
We have no losers this year. The portfolio's worst-performing stock since January is a bank (up more than 22%). The best performers, of course, are the technology stocks – the ones focused on building "ecosystems" for their users that you never have to leave – sort of like Facebook in the U.S.
I believe this style of stock – tech companies that build "ecosystems" – will comprise some of the biggest winners in the Melt Up.
It's already happening...
The list of the world's biggest companies has changed dramatically in recent years. All but one of them (No. 7, Warren Buffett's Berkshire Hathaway) are "new economy" companies that want to keep you in their ecosystems. Take a look:
Apple (AAPL)
Google (GOOGL)
Microsoft (MSFT)
Facebook (FB)
Amazon (AMZN)
Alibaba (BABA)
Berkshire Hathaway (BRK-B)
Tencent (TCEHY)

Tencent – which I've predicted will be the world's largest company someday – is up 73% this year and is now the world's eighth-largest company. And Alibaba (which is a bit like Amazon) has performed even better – up 99% this year. Alibaba is now No. 6.
Those are huge gains – especially when you realize that these are two extremely large companies. They are now among the top eight largest in the world (based on stock market value). Companies that size don't usually see these kinds of gains.
Our China recommendations have absolutely soared. I'm happy for the success of our subscribers that were bold enough to listen to me about China.
The crazy part is, I believe my Melt Up theme still has plenty of upside... We could be just getting started.
I don't have the space to explain the full story here. But I urge you to not miss out!
The Melt Up is here. It won't be here forever. Get on board, now...
Good investing,

Further Reading:

"The Melt Up isn't over yet," Steve writes. He explains why one indicator is a good clue to the bull market's health, and what to look for going forward. Read more here: Another Reason Why the 'Melt Up' Can Move Much Higher From Here.
In a May essay, Steve shared what makes Chinese "new economy" giant Tencent a great investment – and why he predicts it will someday become the world's largest company. Learn more here: How Have You NEVER Heard of This Company?

Market Notes

Berkshire Hathaway (BRK-B)... Warren Buffett's holding company
Mastercard (MA)... credit cards
Visa (V)... credit cards
TransUnion (TRU)... credit reports
Shopify (SHOP)... e-commerce powerhouse
Best Buy (BBY)... TVs, computers, appliances
HP (HPQ)... computers, printers
Adobe Systems (ADBE)... software
Salesforce (CRM)... "the power of the insider"
Broadcom (AVGO)... semiconductors
Crown Castle (CCI)... wireless infrastructure
Activision Blizzard (ATVI)... video games
Electronic Arts (EA)... video games
Ferrari (RACE)... fast cars
Fiat Chrysler Automobiles (FCAU)... cars, trucks
Camping World (CWH)... recreational vehicles
La Quinta (LQ)... hotels
Vail Resorts (MTN)... ski resorts
Monster Beverage (MNST)... energy drinks
National Beverage (FIZZ)... LaCroix, Shasta, Faygo
Pilgrim's Pride (PPC)... chicken
Anthem (ANTM)... health insurance
Owens Corning (OC)... roofing, insulation
Caterpillar (CAT)... heavy equipment
Franco-Nevada (FNV)... precious metals royalties
Royal Gold (RGLD)... precious metals royalties
Southern Copper (SCCO)... copper

Viacom (VIAB)... Nickelodeon, MTV, Comedy Central
Cinemark (CNK)... movie theaters
Regal Entertainment (RGC)... movie theaters
Dick's Sporting Goods (DKS)... sporting goods
Foot Locker (FL)... athletic apparel
Fossil (FOSL)... watches

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