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I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative... More
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  • International ETF Portfolio for November 0 comments
    Nov 2, 2010 8:44 AM | about stocks: BRF, ECH, EPU, EWH, EWJ, EWM, GXC, GXG, HAO, IDX, PIN, THD, OVEN
    Below is a table in order of the sum of the 3, 6, and 12 month returns for a diverse list of 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 October's close.  This list is tracked monthly on the right hand side of my blog Scott's Investments.  Earlier this summer I made some additional additions so please take a moment to review the new ETFs. 


    To see last months list click here Last month's top five were ECH (Chile), GXG (Colombia), THD (Thailand), EPU (Peru), and TUR (Turkey),   Last month the top 5 returned 4.94% while benchmarks EFA and EEM returned 2.76% and 1.92%. 


    The top 5 based on the sum of the 3-6-12 month returns are below.  The top 5 are GXG, EPU, THD, ECH, and IDX (Indonesia). This month there are no ETFs below the 200 day moving average (last month only EWJ was below the 200 day moving average).
     
    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 and 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).

    Note: This month I dropped JPP due to lack of liquidity.
    No position disclosures
     
     
     




    TickerCompanyTrendPerformance (Quarter)Half YearYearSum200-Day SMA
    GXGGlobal X/InterBolsa FTSE Colombia 20 ETFHere19.28%39.96%68.20%127.44%29.51%
    EPUiShares MSCI All Peru Capped IndexHere33.15%39.98%47.91%121.04%33.81%
    THDiShares MSCI Thailand Invest Mkt IndexHere24.38%37.12%58.26%119.76%28.61%
    ECHiShares MSCI Chile Investable Mkt IdxHere18.24%33.85%53.03%105.12%24.27%
    IDXMarket Vectors Indonesia Index ETFHere13.59%17.70%55.26%86.55%21.00%
    BRFMarket Vectors Brazil Small-Cap ETFHere19.19%26.57%40.71%86.47%24.95%
    TURiShares MSCI Turkey Invest Mkt IndexHere17.26%20.45%44.31%82.02%24.11%
    EWMiShares MSCI Malaysia IndexHere12.38%16.38%32.86%61.62%17.11%
    HAOGuggenheim China Small Cap ETFHere15.20%16.57%27.95%59.72%17.53%
    EWHiShares MSCI Hong Kong IndexHere14.91%20.99%22.26%58.16%17.50%
    EWSiShares MSCI Singapore IndexHere7.91%12.82%28.92%49.65%14.58%
    EZAiShares MSCI South Africa IndexHere9.40%11.78%27.50%48.68%14.78%
    PINPowerShares IndiaHere10.95%11.24%24.72%46.91%12.58%
    EWWiShares MSCI Mexico Investable Mkt IdxHere10.66%7.43%28.31%46.40%12.65%
    PGJPowerShares Gldn Dragon Halter USX ChinaHere11.94%10.78%21.71%44.43%14.50%
    GXCSPDR S&P ChinaHere8.76%12.56%14.51%35.83%12.81%
    EWDiShares MSCI Sweden IndexHere7.00%8.07%20.07%35.14%14.67%
    EWTiShares MSCI Taiwan IndexHere8.68%8.34%18.10%35.12%12.09%
    EWYiShares MSCI South Korea IndexHere7.43%5.12%21.27%33.82%10.79%
    EWKiShares MSCI Belgium Investable Mkt IdxHere10.84%11.90%8.19%30.93%12.64%
    EWGiShares MSCI Germany IndexHere11.20%10.84%8.12%30.16%14.28%
    EISiShares MSCI Israel Cap Invest Mkt IndexHere12.52%1.68%14.10%28.30%6.68%
    EWCiShares MSCI Canada IndexHere6.57%1.63%18.44%26.64%7.33%
    EWZiShares MSCI Brazil IndexHere6.88%7.30%10.37%24.55%10.09%
    EWLiShares MSCI Switzerland IndexHere8.39%7.40%7.74%23.53%7.69%
    EWAiShares MSCI Australia IndexHere9.93%3.12%9.78%22.83%9.78%
    FXIiShares FTSE/Xinhua China 25 IndexHere6.09%10.39%5.79%22.27%10.29%
    EWUiShares MSCI United Kingdom IndexHere7.03%7.44%7.37%21.84%9.55%
    EWOiShares MSCI Austria Investable Mkt IdxHere12.07%5.61%2.23%19.91%13.51%
    RSXMarket Vectors Russia ETFHere4.26%0.15%15.14%19.55%7.70%
    EWQiShares MSCI France IndexHere8.58%6.34%-0.86%14.06%9.48%
    PJOPowerShares FTSE RAFI JapanHere4.60%-1.39%8.78%11.99%2.74%
    EWNiShares MSCI Netherlands Invstbl Mkt IdxHere3.89%2.66%4.09%10.64%7.31%
    EWJiShares MSCI Japan IndexHere1.83%-3.84%4.59%2.58%1.11%
    EWIiShares MSCI Italy IndexHere5.91%5.66%-10.00%1.57%8.17%
    EWPiShares MSCI Spain IndexHere3.90%8.19%-12.92%-0.83%8.46%
     

    Disclosure: no positions
    Stocks: BRF, ECH, EPU, EWH, EWJ, EWM, GXC, GXG, HAO, IDX, PIN, THD, OVEN
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