Vanguard Emerging Markets Stock VIPERs (VWO)

All Comments on VWO

  • commenter
    Jun 23 05:41 PM
    My Website
    Time to Change Country Mix in World Market-Cap [view article]
    I think most investors are heavily weighted in US stocks because they are forced to own them - either thru 52 plans as DrBagel points out, thru 401k or other plans. Or it is just "Financial Advisors" pushing the notion that they must own "US" company stocks because it is patriotic to do so and foreign stocks involve too many risks such as political,currency risk. There are plenty of opportunities outside of US. But most US investors are not aware of them. Somewhere I read an article all of us should go for 50% US and 50% non-US stocks in portfolio allocation. Reply
  • commenter
    Jun 23 03:34 PM
    My Website
    World Market Weighting Your Equity Allocation [view article]
    ejaz- yes, I do that in some accounts that want to be world weighted, but if you wish to tilt then you need to work with sub-components Reply
  • commenter
    Jun 23 12:48 PM
    World Market Weighting Your Equity Allocation [view article]
    just use VEU instead of EFA, EWC, and VWO Reply
  • commenter
    Jun 23 11:39 AM
    Why Emerging Markets Can Be So Volatile [view article]
    Okay I agree. Reply
  • commenter
    Jun 23 11:14 AM
    My Website
    Why Emerging Markets Can Be So Volatile [view article]
    puttser:

    We did not examine VWO to determine world market cap percentage. We used the S&P/Citigroup Global Indices to report that number and note that there are certain emerging market funds such as VWO (and EEM) that track an emerging market index and are therefore investable proxies for the emerging markets as a whole

    Read the prior posting by Seeking Alpha at:
    seekingalpha.com/artic...

    Reply
  • commenter
    Jun 23 10:24 AM
    Why Emerging Markets Can Be So Volatile [view article]
    How can you "conclude" that the emerging market float is 1/9th of the world float by examining VWO? It's like saying the beach is 500 yards long by examining a grain of sand. Reply
  • commenter
    Jun 23 09:44 AM
    World Market Weighting Your Equity Allocation [view article]
    This is something that I have been working on. With my analysis , I concluded that a US and Diversified world ex US portfolio will have a breakdown of 45% (US) and 55%(world ex US). I am yet to see how this breakdown changes with inclusion of bond index funds. Reply
  • commenter
    Jun 23 09:21 AM
    My Website
    Why Emerging Markets Can Be So Volatile [view article]
    puttster:

    Perhaps you should do some research please before offering hostile comments.

    VWO is the Vanguard emerging markets ETF. It follows the MSCI emerging markets index which is a free-float index. Here is the text about the investment strategy from the Vanguard site:

    Vanguard Emerging Markets ETF is an exchange-traded share class of Vanguard® Emerging Markets Stock Index Fund, which employs a “passive management”—or indexing—investment approach by investing substantially all (normally about 95%), of its assets in the common stocks included in the MSCI® Emerging Markets Index. The MSCI Emerging Markets Index is made up of common stocks of companies located in emerging markets around the world.
    Reply
  • commenter
    Jun 23 08:32 AM
    Why Emerging Markets Can Be So Volatile [view article]
    Why do you say the size of the emerging markets free-float can be "represented"... by VWO? Do some research, please! Reply
  • commenter
    Jun 22 04:58 PM
    My Website
    Time to Change Country Mix in World Market-Cap [view article]
    Enzo,

    The ADRs of foreign companies provide a great deal of information and are the only practical way for most US investors to buy individual securities outside of the US.

    The international and global mutual funds and ETFs are marketing well and have been attracting more capital than domestic funds for several years. See my article on money flows to US versus international and global mutual funds

    www.qvmgroup.com/inves...
    Reply
  • commenter
    Jun 22 12:17 PM
    Time to Change Country Mix in World Market-Cap [view article]
    I think some of the domestic overweight is driven by risk avoidance inherent in the investment industry. While trying to find a 529 plan, I discovered that almost all were 80-100% domestic in their stock allocations. I think these companies chose overly conservative portfolios for their ready made investment options. Why? It seems there is an assumption that consumers who use such products are not smart enough to assume investment risk. I'm not sure. Reply
  • commenter
    Jun 22 11:23 AM
    Time to Change Country Mix in World Market-Cap [view article]
    Do you think that US investors maybe overweighted because there is a lack of information on international companies headquartered overseas? Are the international ETFs focusing on marketing their products appropriately in the US? If that is true, what's the best approach to providing that information? Reply
  • commenter
    Jun 22 11:13 AM
    Time to Change Country Mix in World Market-Cap [view article]
    About the 1700's, previous centuries & subsequent centuries: all the imperial powers have effected a global investment strategy. Globalization is not new. Now, in this country, we have multi-nationals whose principal revenue is derived off shore. It has been ever thus. Reply
  • commenter
    Jun 22 09:11 AM
    My Website
    Time to Change Country Mix in World Market-Cap [view article]
    my understanding is that the the Holland and Scotland were early global investors in the 1700's. due to the small size of their country, the Dutch have had a necessity to invest globally. due the size of the US markets, the typical US investor has been home market oriented. perhaps a reader with a good economic history background could shed some light on that Reply
  • commenter
    Jun 22 08:44 AM
    Time to Change Country Mix in World Market-Cap [view article]
    some interesting question. I wonder what the usual country weight would be for someone in the UK. Do they Massively overweight domestic stocks? I'm sure Dutch investors (or other smaller countries) dont invest 85% in domestic companies. Reply