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5 stocks for the worlds new spenders
(public) 0.32% November 18
Once unattainable, Western products are ever more in reach for people in historically poorer countries. Middle-class Indian families munch on Kit Kat bars; aspirational Brazilians enjoy Starbucks coffee; and China's nouveau riche can afford BMWs. The disposable income of tens of millions of people in non-Western countries will continue to explode. McKinsey predicts that some 2 billion people in a dozen emerging economies will spend $20 trillion annually in a decade, up from $7 trillion today. "People will reach a point where their basic needs are taken care of and disposable income increases at a very rapid rate," says Mark Mobius, the dean of emerging-markets investing at Franklin Templeton. "We're seeing that in China. We're going to see it in India before too long. That's pretty exciting." That said, given the historical volatility of such markets, the most stable way to benefit from this transformation is to find strong multinationals with access to a diverse array of markets.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| asset1 | bamxy (Bayerische Motoren Werke AG ADR) | 26.65% | |
| asset1 | nsrgy (Nestle SA ADR) | 22.07% | |
| asset1 | LVMUY (LVMH Moet Hennessy Louis Vuitton SA ADR) | 4.88% | 21.24% |
| asset1 | TEVA (Teva Pharma Industries Ltd ADR) | 0.76% | 12.05% |
| asset1 | DIS (Walt Disney Company) | 1.60% | 17.99% |
* Day change on 09/30/2011.
Previous
Since 01/19/2010
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 stocks for the worlds new spenders | N/A | -4.7% | N/A | N/A | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/19/2010 |
2011 | 2010 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.7 | NA | NA | NA | 10.5 | -7.5 | 30.0 |
| Sharpe Ratio | -0.15 | NA | NA | NA | 0.38 | -0.23 | 1.37 |
| Draw Down(%) | 30.6 | NA | NA | NA | 30.6 | 30.6 | 12.0 |
| Standard Deviation(%) | 31.4 | NA | NA | NA | 27.5 | 32.5 | 21.9 |
| Treynor Ratio | -0.04 | NA | NA | NA | 0.09 | -0.06 | 0.29 |
| Alpha | -0.02 | NA | NA | NA | 0.03 | -0.01 | 0.07 |
| Beta | 1.26 | NA | NA | NA | 1.16 | 1.26 | 1.02 |
| RSquared | 0.8 | NA | NA | NA | 0.77 | 0.81 | 0.72 |
| Sortino Ratio | -0.2 | NA | NA | NA | 0.51 | -0.3 | 2.1 |
| Yield(%) | 2.16 | N/A | N/A | N/A | 3.49 | 1.74 | 1.75 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2010
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