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  • Rising Interest in Currency Funds [View article]
    DBV had a large drop in price about a year ago. Its quite unsettling to be in a managed fund like that and get hit like that. Not what I would expect but not interested in owning it now.


    On May 28 04:09 PM RiskReturnOptimizer wrote:

    > I'm long DBV as a core holding in my long term portfolio. Studying
    > the long term performance (going back to before the DBV ETF was available)
    > of the underlying index, you can see that the G10 Carry Trade has
    > averaged 10% annual return, with much less volatility than US market
    > (seekingalpha.com/symbo...). For a long term diversification
    > perspective, DBV is a great, low cost vehicle.
    >
    > From fundamental perspective, DBV plays on the growing China and
    > emerging markets, as the key long position is Aussie $ and New Zealand
    > Kiwi, both commodity producers; and the key short position is Japan
    > Yen. If there is any global growth, DBV will have good upside. If
    > there is NO global growth, DBV will suffer, but much less than US
    > equities.
    May 29 11:53 am |Rating: +3 0 |Link to Comment
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