Individual Country ETF Portfolio for June

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 |  Includes: BRF, ECH, EIS, EWA, EWC, EWD, EWG, EWH, EWI, EWJ, EWK, EWL, EWM, EWN, EWO, EWP, EWQ, EWS, EWT, EWU, EWW, EWY, EWZ, EZA, FXI, GXC, GXG, JPP, PGJ, PIN, RSX, THD, TUR
by: Scott's Investments

Below is a table in order of the sum of the 3, 6, and 12 month returns for individual country ETFs. Each column represents returns for various timeframes and the percent each ETF is above (or below) the 200 day moving averages as of May's close. This list is tracked monthly on the right hand side of my blog Scott's Investments. As of March I started tracking two new country ETFs, GXG (Colombia) and BRF (Brazil Small Cap).

Note that at the start of last month all country ETFs are above their 200 day moving average except EWO (Austria), EWK (Belgium), FXI (China 25 Index), EWQ (France),
EWI (Italy) and EWP (Spain). This month, the vast majority are below their 200 day SMA. To see last months list click here.

The top 5 based on the sum of the 3-6-12 month returns are below. Last month's top five were RSX, TUR, THD, GXG, and EWW. This month's top five are: TUR, GXG, THD, BRF, and EWW.

One potential strategy investors could use would be to purchase the top ETFs based on the sum of their returns over 3, 6, and 12 months. Or, one could purchase ETFs based solely on 6 month returns (a strategy featured on ETF Screen). An additional twist would be to only purchase the top performing ETFs if they are also above the 200 day moving average or to use more in-depth and active trading strategies like the one I detailed here. Many of the strategies detailed here were inspired by Mebane Faber's The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets


The data source for the information below is Finviz, which has some of the best free financial data on the web (as well as a new elite service).


Ticker Company Free Trend Analysis Perform-ance (Quarter) Half Year Year Sum 200-Day SMA
TUR iShares MSCI Turkey Invest Mkt Index Here 5.61% 13.88% 51.01% 70.50% 1.66%
GXG Global X/InterBolsa FTSE Colombia 20 ETF Here -0.82% 9.56% 55.70% 64.44% 6.44%
THD iShares MSCI Thailand Invest Mkt Index Here 3.28% 8.61% 40.66% 52.55% 4.06%
BRF Market Vectors Brazil Small-Cap ETF Here -8.00% -10.02% 54.49% 36.47% -3.09%
EWW iShares MSCI Mexico Investable Mkt Idx Here -0.35% 0.78% 35.20% 35.63% 1.47%
ECH iShares MSCI Chile Investable Mkt Idx Here -0.93% 7.59% 26.83% 33.49% 5.44%
EWM iShares MSCI Malaysia Index Here 2.21% 2.02% 28.95% 33.18% 2.45%
EZA iShares MSCI South Africa Index Here 2.87% -0.16% 22.37% 25.08% 1.66%
EWS iShares MSCI Singapore Index Here -0.72% -3.17% 21.79% 17.90% -0.50%
EWC iShares MSCI Canada Index Here -1.02% -0.23% 14.88% 13.63% 0.55%
EWY iShares MSCI South Korea Index Here -4.82% -5.11% 22.87% 12.94% -6.04%
RSX Market Vectors Russia ETF Here -6.12% -5.15% 23.97% 12.70% -2.85%
EIS iShares MSCI Israel Cap Invest Mkt Index Here -10.53% -4.43% 25.16% 10.20% -4.88%
PJO PowerShares FTSE RAFI Japan Here -3.14% 6.10% 4.72% 7.68% -2.46%
EWD iShares MSCI Sweden Index Here -5.11% -10.61% 23.21% 7.49% -5.54%
PIN PowerShares India Here -1.64% -3.15% 10.92% 6.13% -1.94%
JPP SPDR Russell/Nomura PRIME Japan Here -4.95% 3.41% 3.88% 2.34% -4.44%
PGJ PowerShares Gldn Dragon Halter USX China Here -4.56% -5.89% 12.30% 1.85% -3.14%
EWA iShares MSCI Australia Index Here -11.68% -13.80% 25.92% 0.44% -9.85%
EWJ iShares MSCI Japan Index Here -5.28% 1.49% 2.92% -0.87% -4.70%
GXC SPDR S&P China Here -3.70% -9.66% 12.44% -0.92% -3.89%
EWZ iShares MSCI Brazil Index Here -8.84% -15.78% 19.80% -4.82% -8.09%
EWH iShares MSCI Hong Kong Index Here -5.26% -6.75% 7.02% -4.99% -4.84%
FXI iShares FTSE/Xinhua China 25 Index Here -2.98% -12.33% 6.89% -8.42% -5.30%
EWN iShares MSCI Netherlands Invstbl Mkt Idx Here -8.79% -15.67% 14.02% -10.44% -11.16%
EWT iShares MSCI Taiwan Index Here -5.57% -8.02% 2.53% -11.06% -6.33%
EWL iShares MSCI Switzerland Index Here -10.92% -14.01% 9.81% -15.12% -10.24%
EWU iShares MSCI United Kingdom Index Here -6.84% -15.55% 6.30% -16.09% -9.90%
EWK iShares MSCI Belgium Investable Mkt Idx Here -10.85% -17.33% 9.96% -18.22% -11.57%
EWG iShares MSCI Germany Index Here -5.76% -17.28% 2.19% -20.85% -11.07%
EWO iShares MSCI Austria Investable Mkt Idx Here -9.38% -23.23% 4.20% -28.41% -16.45%
EWQ iShares MSCI France Index Here -13.47% -22.88% -3.47% -39.82% -17.10%
EWI iShares MSCI Italy Index Here -16.30% -29.62% -14.49% -60.41% -23.35%
EWP iShares MSCI Spain Index Here -17.19% -34.59% -11.70% -63.48% -25.47%
Click to enlarge

Disclosure: No positions