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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
     
     
     




    Ticker Company Trend Performance (Quarter) Half Year Year Sum 200-Day SMA
    GXG Global X/InterBolsa FTSE Colombia 20 ETF Here 19.28% 39.96% 68.20% 127.44% 29.51%
    EPU iShares MSCI All Peru Capped Index Here 33.15% 39.98% 47.91% 121.04% 33.81%
    THD iShares MSCI Thailand Invest Mkt Index Here 24.38% 37.12% 58.26% 119.76% 28.61%
    ECH iShares MSCI Chile Investable Mkt Idx Here 18.24% 33.85% 53.03% 105.12% 24.27%
    IDX Market Vectors Indonesia Index ETF Here 13.59% 17.70% 55.26% 86.55% 21.00%
    BRF Market Vectors Brazil Small-Cap ETF Here 19.19% 26.57% 40.71% 86.47% 24.95%
    TUR iShares MSCI Turkey Invest Mkt Index Here 17.26% 20.45% 44.31% 82.02% 24.11%
    EWM iShares MSCI Malaysia Index Here 12.38% 16.38% 32.86% 61.62% 17.11%
    HAO Guggenheim China Small Cap ETF Here 15.20% 16.57% 27.95% 59.72% 17.53%
    EWH iShares MSCI Hong Kong Index Here 14.91% 20.99% 22.26% 58.16% 17.50%
    EWS iShares MSCI Singapore Index Here 7.91% 12.82% 28.92% 49.65% 14.58%
    EZA iShares MSCI South Africa Index Here 9.40% 11.78% 27.50% 48.68% 14.78%
    PIN PowerShares India Here 10.95% 11.24% 24.72% 46.91% 12.58%
    EWW iShares MSCI Mexico Investable Mkt Idx Here 10.66% 7.43% 28.31% 46.40% 12.65%
    PGJ PowerShares Gldn Dragon Halter USX China Here 11.94% 10.78% 21.71% 44.43% 14.50%
    GXC SPDR S&P China Here 8.76% 12.56% 14.51% 35.83% 12.81%
    EWD iShares MSCI Sweden Index Here 7.00% 8.07% 20.07% 35.14% 14.67%
    EWT iShares MSCI Taiwan Index Here 8.68% 8.34% 18.10% 35.12% 12.09%
    EWY iShares MSCI South Korea Index Here 7.43% 5.12% 21.27% 33.82% 10.79%
    EWK iShares MSCI Belgium Investable Mkt Idx Here 10.84% 11.90% 8.19% 30.93% 12.64%
    EWG iShares MSCI Germany Index Here 11.20% 10.84% 8.12% 30.16% 14.28%
    EIS iShares MSCI Israel Cap Invest Mkt Index Here 12.52% 1.68% 14.10% 28.30% 6.68%
    EWC iShares MSCI Canada Index Here 6.57% 1.63% 18.44% 26.64% 7.33%
    EWZ iShares MSCI Brazil Index Here 6.88% 7.30% 10.37% 24.55% 10.09%
    EWL iShares MSCI Switzerland Index Here 8.39% 7.40% 7.74% 23.53% 7.69%
    EWA iShares MSCI Australia Index Here 9.93% 3.12% 9.78% 22.83% 9.78%
    FXI iShares FTSE/Xinhua China 25 Index Here 6.09% 10.39% 5.79% 22.27% 10.29%
    EWU iShares MSCI United Kingdom Index Here 7.03% 7.44% 7.37% 21.84% 9.55%
    EWO iShares MSCI Austria Investable Mkt Idx Here 12.07% 5.61% 2.23% 19.91% 13.51%
    RSX Market Vectors Russia ETF Here 4.26% 0.15% 15.14% 19.55% 7.70%
    EWQ iShares MSCI France Index Here 8.58% 6.34% -0.86% 14.06% 9.48%
    PJO PowerShares FTSE RAFI Japan Here 4.60% -1.39% 8.78% 11.99% 2.74%
    EWN iShares MSCI Netherlands Invstbl Mkt Idx Here 3.89% 2.66% 4.09% 10.64% 7.31%
    EWJ iShares MSCI Japan Index Here 1.83% -3.84% 4.59% 2.58% 1.11%
    EWI iShares MSCI Italy Index Here 5.91% 5.66% -10.00% 1.57% 8.17%
    EWP iShares MSCI Spain Index Here 3.90% 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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