As we prepare to celebrate the birthday of the USA, today we are
celebrating the birthday of ETFGsm. We have actually been
around longer but were not yet receiving all the voluminous data to fully run
our models. When European funds were
ranking high early in the summer of 2012, we suspected something was wrong but
when we got all the data and ran the algorithms on the first day of July, three
of them were in the top 10 and several more populated the upper ranks. They went on to outperform the rest of the
world last summer and fall. Then Quant began
to suggests several emerging markets funds for the late fall which also raised
doubts but provided stellar returns.
2013 has seen the models favor the US which makes it difficult to outperform
the S&P 500 which we hope will continue when we publish our monthly performance
reports next week. We have been
highlighting some emerging markets funds in recent days and see several nearing
the upper ranks today.
The US still dominates for sure with 7 of today’s top 10 but below
those elite ranks we see the WisdomTree Emerging Markets High-Yielding Fund (DEM) jumping 72 positions into
13th place. China and India are tied at 14th place with FXI and INXX, and Egypt’s EGPT is in 19th
place. Vanguard’s Emerging Markets Fund
(VWO) is a big mover today
gaining 118 positions into 47th place as it has been bouncing around
the ranks for the last couple of weeks with an upward bias. The Powershares BLDRS Emerging Markets 50 ADR
Index Fund (ADRE) has
seen a more steady move out of the 200s and up through the top 100 to today’s
34th place. Looking through
our Quant page and clicking on
tickers will bring up other funds devoted to particular emerging markets.
We welcome the separation from the US market to hopefully pad our performance
numbers like we enjoyed last year but are most concerned with continuing to identify
the best areas of the world for your equity allocations. Power to the people is spreading through
those emerging markets with the masses demanding better economic conditions; Quant
suggests there’s something happening there.
ETF Globalsm is the emerging name in
the investment world bringing the power of big data and quantitative analysis
to your portfolio management. We thank
you for being part of our inaugural year and promise even more powerful tools
and analytics in our second year.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.