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Articles on EWT

  • Country ETFs: Germany leads the way up this week

    04/30/2011

     

    A retirement portfolio that includes both foreign and domestic investments can provide for more diversification, with more opportunities for growth. This article will focus on country specific ETFs, and how they have been performing.

     

    International equity ETFs are available in several types. These include specific developed countries, specific emerging countries, specific frontier countries, as well as ETFs that hold equities from multiple countries and in several sectors and industries. The ETF provider iShares®, for several years, has been one of the leaders in Country ETFs, however there are several other ETF providers that have been offering an interesting line up of investments. Another interesting provider is Van Eck, with their Russia (RSX) ETF.

     

    We follow twenty three Country ETFs, and their performance over the past year is in the following table: (You can view this table here also- Global Stocks Trend). I have added the Total US Stock Market ETF (VTI) for comparison (in bold italics), - interesting that it ranks right about in the middle in terms of Trend Score.

     

    As the Dollar sells off and the Euro rallies this week, Germany (EWG), up over 5%, ranks at the top of the list in Trend Score. You can see from the list that some of the countries that are performing well, year over year, are resource rich. Australia, South Africa, Canada and Russia, are major producers of minerals and mining, and energy.

    The countries that are outperforming the US Stock Market are probably doing better for several reasons. One reason is that the US is exporting inflation. Another is higher economic growth rates in those countries.

     

    Global Stocks Trend, ranked by 'Trend Score' - as of Friday April 29

    Description

    Symbol

    1Week

    4Weeks

    13Weeks

    26Weeks

    52Weeks

    Trend Score

    Germany

    EWG

    5.07%

    9.10%

    15.12%

    20.77%

    34.55%

    16.92%

    South Korea

    EWY

    0.89%

    4.91%

    12.40%

    27.17%

    33.40%

    15.76%

    South Africa

    EZA

    3.61%

    3.60%

    18.63%

    15.98%

    31.47%

    14.66%

    Switzerland

    EWL

    3.72%

    10.04%

    12.39%

    18.41%

    27.05%

    14.32%

    Belgium

    EWK

    4.42%

    9.24%

    17.56%

    12.14%

    26.80%

    14.03%

    Australia

    EWA

    0.82%

    4.98%

    15.06%

    18.47%

    23.67%

    12.60%

    France

    EWQ

    4.41%

    6.09%

    12.93%

    15.03%

    23.62%

    12.41%

    Italy

    EWI

    5.89%

    7.70%

    13.20%

    13.19%

    20.95%

    12.18%

    Taiwan

    EWT

    2.56%

    5.96%

    2.63%

    17.35%

    28.34%

    11.37%

    Spain

    EWP

    5.63%

    6.76%

    12.25%

    9.92%

    19.13%

    10.74%

    The Netherlands

    EWN

    3.45%

    3.45%

    12.31%

    15.11%

    19.23%

    10.71%

    United Kingdom

    EWU

    2.08%

    5.29%

    10.46%

    13.21%

    21.25%

    10.46%

    US Stocks

    VTI

    2.01%

    2.40%

    7.85%

    18.72%

    19.58%

    10.11%

    Canada

    EWC

    -0.41%

    -0.68%

    8.67%

    17.77%

    20.65%

    9.20%

    Russia

    RSX

    -0.63%

    -3.20%

    6.82%

    20.65%

    22.01%

    9.13%

    Austria

    EWO

    0.50%

    1.18%

    7.70%

    13.96%

    21.52%

    8.97%

    Malaysia

    EWM

    1.08%

    0.47%

    5.85%

    8.51%

    27.13%

    8.61%

    Mexico

    EWW

    0.88%

    0.91%

    6.95%

    12.33%

    21.93%

    8.60%

    Singapore

    EWS

    0.49%

    5.17%

    5.24%

    8.40%

    23.12%

    8.48%

    Hong Kong

    EWH

    -0.87%

    1.47%

    1.04%

    4.32%

    27.03%

    6.60%

    Brazil

    EWZ

    -1.12%

    -1.89%

    7.13%

    4.12%

    11.01%

    3.85%

    China

    FXI

    -2.50%

    -0.62%

    7.57%

    0.93%

    12.41%

    3.56%

    Japan

    EWJ

    3.03%

    2.23%

    -3.57%

    5.81%

    2.04%

    1.91%

    India

    INP

    -1.60%

    -1.90%

    9.64%

    -6.55%

    8.05%

    1.53%

     

    The trend score is defined as the average of 1, 4, 13, 26 and 52 week total returns (including dividend reinvested).

     

    Another benefit of these Country ETFs is currency diversification. Owning these ETFs is like owning a basket of currencies from outside the US.

    These ETFs are on my retirement account watch list this year.

     

    Disclosure: MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. It does not set up their retirement plans. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.

     

    Symbols: EWY, EWA, EWG, EZA, EWC, EWT, EWL, RSX, EWK, EWS, EWO, SPY, EWU, EWM, EWW, EWQ, EWH, EWN, EWZ, FXI, EWI, EWP, INP, EWJ

     

     

     

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  • Country ETFs: South Korea leads the way up

    04/29/2011

    A retirement portfolio that includes both foreign and domestic investments can provide for more diversification, with more opportunities for growth. This article will focus on country specific ETFs, and how they have been performing.

    International equity ETFs are available in several types. These include specific developed countries, specific emerging countries, specific frontier countries, as well as ETFs that hold equities from multiple countries and in several sectors and industries. The ETF provider iShares®, for several years, has been one of the leaders in Country ETFs, however there are several other ETF providers that have been offering an interesting line up of investments. Another interesting provider is Van Eck, with their Russia (RSX) ETF.

    We follow twenty three Country ETFs, and their performance over the past year is in the following table: (You can view this table here also- Global Stocks Trend). I have added the SPDR S&P 500 ETF (SPY) for comparison (in bold italics), - interesting that it ranks right about in the middle in terms of performance over the past year.

    as of 4/21

    Description

    Symbol

    1week

    4Weeks

    13weeks

    26weeks

    52weeks

    Trend Score

    South Korea

    EWY

    4.32%

    11.39%

    9.73%

    27.01%

    30.66%

    16.62%

    Australia

    EWA

    2.49%

    9.28%

    13.71%

    18.81%

    17.94%

    12.44%

    Germany

    EWG

    2.09%

    7.41%

    11.25%

    15.23%

    25.01%

    12.20%

    South Africa

    EZA

    3.00%

    5.96%

    8.83%

    10.94%

    27.01%

    11.15%

    Canada

    EWC

    1.96%

    1.59%

    9.69%

    19.41%

    19.37%

    10.41%

    Taiwan

    EWT

    2.63%

    5.91%

    -0.26%

    18.77%

    24.05%

    10.22%

    Switzerland

    EWL

    3.03%

    5.88%

    10.63%

    12.30%

    18.23%

    10.01%

    Russia

    RSX

    1.97%

    -0.41%

    5.02%

    21.74%

    19.46%

    9.56%

    Belgium

    EWK

    1.84%

    6.11%

    13.18%

    7.02%

    16.37%

    8.90%

    Singapore

    EWS

    2.20%

    7.31%

    4.89%

    7.33%

    21.41%

    8.63%

    Austria

    EWO

    1.28%

    2.01%

    8.58%

    12.54%

    17.17%

    8.32%

    SPDR S&P 500

    SPY

    1.93%

    2.18%

    5.08%

    15.71%

    15.90%

    8.16%

    United Kingdom

    EWU

    2.02%

    4.46%

    7.40%

    12.02%

    14.39%

    8.06%

    Malaysia

    EWM

    1.02%

    2.13%

    0.75%

    8.59%

    25.98%

    7.69%

    Mexico

    EWW

    0.97%

    3.73%

    2.64%

    13.44%

    17.30%

    7.62%

    France

    EWQ

    1.35%

    3.55%

    8.93%

    9.52%

    13.21%

    7.31%

    Hong Kong

    EWH

    0.26%

    5.45%

    -1.06%

    3.96%

    23.57%

    6.43%

    The Netherlands

    EWN

    -0.43%

    1.71%

    9.07%

    10.16%

    10.95%

    6.29%

    Brazil

    EWZ

    2.75%

    4.52%

    3.63%

    5.80%

    10.39%

    5.42%

    China

    FXI

    1.80%

    6.28%

    6.33%

    0.90%

    11.63%

    5.39%

    Italy

    EWI

    0.05%

    1.39%

    7.03%

    6.66%

    6.36%

    4.30%

    Spain

    EWP

    -0.25%

    0.81%

    6.80%

    3.96%

    7.21%

    3.71%

    India

    INP

    -0.45%

    5.98%

    4.87%

    -9.33%

    7.54%

    1.72%

    Japan

    EWJ

    1.79%

    -3.49%

    -7.59%

    2.18%

    -0.96%

    -1.61%

    The trend score is defined as the average of 1, 4, 13, 26 and 52 week total returns (including dividend reinvested).

    South Korea (EWY) at the top of the list, has been trending about double the (SPY).You can see from the list that some of top performing countries are resource rich. Australia, South Africa, Canada and Russia, are major producers of minerals and mining, and energy.

    Another benefit of these Country ETFs is currency diversification. Owning these ETFs is like owning a basket of currencies from outside the US.

    These ETFs are on my retirement account watch list this year.

    Disclosure: MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. It does not set up their retirement plans. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.

     

    Exchange Tickers: (NYSE:EWY), (NYSE:EWA), (NYSE:EWG), (NYSE:EZA), (NYSE:EWC), (NYSE:EWT), (NYSE:EWL), (NYSE:RSX), (NYSE:EWK), (NYSE:EWS), (NYSE:EWO), (NYSE:SPY) ,(NYSE:EWU), (NYSE:EWM), (NYSE:EWW), (NYSE:EWQ), (NYSE:EWH), (NYSE:EWN), (NYSE:EWZ), (NYSE:FXI), (NYSE:EWI), (NYSE:EWP), (NYSE:INP), (NYSE:EWJ)

     

    Symbols: EWY, EWA, EWG, EZA, EWC, EWT, EWL, RSX, EWK, EWS, EWO, SPY, EWU, EWM, EWW, EWQ, EWH, EWN, EWZ, FXI, EWI, EWP, INP, EWJ

     

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  • Country ETFs Flat or Modestly Down While Spain Flounders

    01/12/2011

    Last week, indices around the globe showed declining trend scores with only a few countries showing a positive trend increase.

    South Korea (EWY) remained at the top spot, albeit seeing its trend score lowered last week. The fundamentals of the South Korean economy continue to look strong. The trend was lowered mainly due to investor appetite for profit-taking.

    Malaysia (EWM) jumped from sixth place to claim the second spot last week. Unlike most of its high growth ASEAN counterparts, the Malaysian equity market did not go up as much in 2010. The country’s initiatives to reform its banking sector and massive spending plan on infrastructure projects bodes well for a positive economic outlook this year.

    Renewed concerns about European sovereign debt continued to drive Spain (EWP), Italy (EWI), and France (EWQ) lower. Uncertainties over potential sovereign defaults will likely to send more turbulence to the markets in the eurozone.

    We will see if the volatilities will spill over to outside the eurozone -- this data can regularly be reviewed at the 360 Degree Market View.

    Assets Class

    Symbols

    01/07

    Trend

    Score

    12/31

    Trend

    Score

    Direction

    South Korea

    EWY

    14.68%

    18.02%

    v

    Malaysia

    EWM

    14.1%

    13.99%

    ^

    Mexico

    EWW

    12.99%

    14.94%

    v

    Hong Kong

    EWH

    12.67%

    9.86%

    ^

    Russia

    RSX

    12.13%

    15.42%

    v

    South Africa

    EZA

    9.64%

    18.0%

    v

    Taiwan

    EWT

    9.18%

    16.58%

    v

    Singapore

    EWS

    7.83%

    10.08%

    v

    Canada

    EWC

    7.59%

    11.28%

    v

    Japan

    EWJ

    6.93%

    8.76%

    v

    Austria

    EWO

    5.66%

    15.63%

    v

    United Kingdom

    EWU

    4.54%

    8.25%

    v

    Switzerland

    EWL

    4.06%

    10.66%

    v

    Germany

    EWG

    3.44%

    7.92%

    v

    Australia

    EWA

    2.36%

    10.79%

    v

    India

    INP

    1.96%

    9.83%

    v

    China

    FXI

    1.32%

    2.11%

    v

    Brazil

    EWZ

    1.27%

    5.39%

    v

    The Netherlands

    EWN

    -1.31%

    6.79%

    v

    Belgium

    EWK

    -2.03%

    4.05%

    v

    France

    EWQ

    -2.12%

    4.06%

    v

    Italy

    EWI

    -5.43%

    -0.82%

    v

    Spain

    EWP

    -14.88%

    -5.58%

    v

    click to enlarge images

     

    labels:investment,

    Symbols:AGG,BND,CIU,CSJ,DBA,DBC,EEM,EFA,EWA,EWC,EWG,EWH,EWI,EWJ,EWK,EWL,EWM,EWN,EWO,EWP,EWQ,EWS,EWT,EWU,EWW,EWY,EWZ,EZA,FXI,GSG,HYG,ICF,IEF,INP,IWM,IYR,JNK,LQD,MBB,MDY,MUB,PHB,QQQQ,RSX,SHV,SHY,SPY,TLT,USO,VEU,VNQ,VWO,

     

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  • Country ETFs Flat While South Korea and South Africa Spike

    01/06/2011

    Last week, indices around the globe showed a more positive trend with only a few countries showing a negative trend.

    South Korea sees a significant jump as its economy continues to look strong and is a major player in the non-BRIC growth economies. South Africa also continued with strong growth and is aligned with South Korea as a high growth emerging economy outside the BRIC club.

    The balance of the other national economies were flat or modestly up as we rounded out the end of the year.

    Spain continues to be a concern and it will likely take some time to work through the national debt concerns.

    We will see if the upward trend continues early in 2011 -- this data can regularly be reviewed at the 360 Degree Market View.

    Assets ClassSymbols12/31
    Trend
    Score
    12/24
    Trend
    Score
    Direction
    South Korea EWY 18.02% 13.68% ^
    South Africa EZA 18.0% 15.93% ^
    Taiwan EWT 16.58% 13.5% ^
    Austria EWO 15.63% 12.26% ^
    Russia RSX 15.42% 15.55% v
    Mexico EWW 14.94% 12.9% ^
    Malaysia EWM 13.99% 11.11% ^
    Canada EWC 11.28% 9.37% ^
    Australia EWA 10.79% 9.33% ^
    Switzerland EWL 10.66% 9.87% ^
    Singapore EWS 10.08% 6.41% ^
    Hong Kong EWH 9.86% 10.14% v
    India INP 9.83% 8.91% ^
    Japan EWJ 8.76% 6.95% ^
    United Kingdom EWU 8.25% 7.42% ^
    Germany EWG 7.92% 8.63% v
    The Netherlands EWN 6.79% 3.66% ^
    Brazil EWZ 5.39% 2.45% ^
    France EWQ 4.06% 3.46% ^
    Belgium EWK 4.05% 2.89% ^
    China FXI 2.11% 0.62% ^
    Italy EWI -0.82% -0.51% v
    Spain EWP -5.58% -5.74% ^

     

    labels:investment,

    Symbols:AGG,BND,CIU,CSJ,DBA,DBC,EEM,EFA,EWA,EWC,EWG,EWH,EWI,EWJ,EWK,EWL,EWM,EWN,EWO,EWP,EWQ,EWS,EWT,EWU,EWW,EWY,EWZ,EZA,FXI,GSG,HYG,ICF,IEF,INP,IWM,IYR,JNK,LQD,MBB,MDY,MUB,PHB,QQQQ,RSX,SHV,SHY,SPY,TLT,USO,VEU,VNQ,VWO,

     

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  • Country ETF Trends Largely Unchanged: Russia Shines, Spain Tumbles

    12/29/2010

    Last week, indices around the globe showed a mixed bag of results – our top funds this year such as South Africa (EZA), Russia (RSX) and South Korea (EWY) continued to do well while Spain (EWP) and China (FXI) posted another lackluster performance.

    Among the emerging markets, Taiwan (EWT) reversed its recent up trend and fell 1.45% last week. The selloff was primarily driven by profit taking and concerns over exporters’ profitability from a stronger local currency. At the same time, China’s central bank announced a 25 basis points rate hike over the weekend to gear up for the fight against inflation. FXI ended last week flat, but the Shanghai Composite has tumbled more than 4% this week.

    Spain (EWP) dropped 3.5% last week. Markets are still concerned that the debt-riddled Spanish government may be forced to seek a bailout and a new wave of panic would be triggered in the eurozone. There does not seem to be much clarity on this issue ahead.

    Assets Class

    Symbols

    12/24
    Trend
    Score

    12/17
    Trend
    Score

    Direction

    South Africa

    (EZA)

    15.93%

    14.58%

    ^

    Russia

    (RSX)

    15.55%

    13.71%

    ^

    South Korea

    (EWY)

    13.68%

    12.74%

    ^

    Taiwan

    (EWT)

    13.5%

    17.12%

    v

    Mexico

    (EWW)

    12.9%

    12.6%

    ^

    Austria

    (EWO)

    12.26%

    9.84%

    ^

    Malaysia

    (EWM)

    11.11%

    11.21%

    v

    Hong Kong

    (EWH)

    10.14%

    9.89%

    ^

    Switzerland

    (EWL)

    9.87%

    7.78%

    ^

    Canada

    (EWC)

    9.37%

    8.41%

    ^

    Australia

    (EWA)

    9.33%

    9.41%

    v

    India

    (INP)

    8.91%

    8.15%

    ^

    Germany

    (EWG)

    8.63%

    7.84%

    ^

    United Kingdom

    (EWU)

    7.42%

    6.19%

    ^

    Japan

    (EWJ)

    6.95%

    6.74%

    ^

    Singapore

    (EWS)

    6.41%

    7.63%

    v

    The Netherlands

    (EWN)

    3.66%

    2.32%

    ^

    France

    (EWQ)

    3.46%

    2.23%

    ^

    Belgium

    (EWK)

    2.89%

    1.8%

    ^

    Brazil

    (EWZ)

    2.45%

    4.4%

    v

    China

    (FXI)

    0.62%

    0.57%

    ^

    Italy

    (EWI)

    -0.51%

    -3.9%

    ^

    Spain

    (EWP)

    -5.74%

    -6.53%

    ^

    click to enlarge

     

    labels:investment,

    Symbols:AGG,BND,CIU,CSJ,DBA,DBC,EEM,EFA,EWA,EWC,EWG,EWH,EWI,EWJ,EWK,EWL,EWM,EWN,EWO,EWP,EWQ,EWS,EWT,EWU,EWW,EWY,EWZ,EZA,FXI,GSG,HYG,ICF,IEF,INP,IWM,IYR,JNK,LQD,MBB,MDY,MUB,PHB,QQQQ,RSX,SHV,SHY,SPY,TLT,USO,VEU,VNQ,VWO,


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  • Country ETFs Trend: Global Markets Remain Mixed, weighed by Korean Tensions and Europe Debt Concerns

    12/22/2010

  • Global Markets Largely Flat

    12/14/2010

  • Global Market Sentiment Improves

    12/08/2010

  • Countries Nov 29

    11/30/2010

  • Most Countries Rebound Some Do Not

    11/23/2010

  • Countries All Drop -- India significantly, Japan only a little

    11/16/2010

  • International ETF's Give Insight on Global Economies

    11/10/2010

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