Summary:
Latin America still leads the way with a 70.68% gain since January 06, and the group still maintains demand status signified by a column of X’s. The Emerging Markets region is also in positive territory with 15 of its 19 ETFs maintaining demand status. Also worth noting is the recent shift in the European exchange traded funds loss of momentum, 16 of its 21 ETFs have recently reversed into column’s of O’s.
By DE Smith of MyPortfolioView
Each of the following ETFs has recently reversed in value between 5% – 7%. For more information on each of the following ETFs you can login to your MyPortfolioView account by clicking here.
By DE Smith of MyPortfolioView
Global sector exchange-traded funds give investors quite a different pattern of exposure than Wisdom Tree's international sector ETFs. Telcoms, which have been doing quite well in part due to constant merger activity and speculation are a case in point. Many global sector ETFs tend to be dominated by American companies.
Trang Ho of IBD gives the following profile of the WisdomTree International Communications ETF (NYSE:DGG) which includes 20 countries, with 20.98% of assets in United Kingdom firms, 15.62% in France, 7.6% each in Australia, Spain and Hong Kong, and 7.05% in Germany.
Of the 122 holdings, the top five account for 40% of assets. The top 10 holdings account for 61% of assets. The largest, Vodaphone, makes up 9.61%, followed by France Telecom at 9.35%, Deutsche Telekom at 6.9%, China Mobile (NYSE:CHL) at 6.61%, and Spain's Telefonica (NYSE:TEF) at 6.32%. It has returned 23% in the past year, as of May 23 and is up 11% year to date and with a 0.6% dividend.
Meanwhile, the iShares S&P Global Telecommunications Sector Index (AMEX:IXP) is 35% U.S. and only 65% foreign. U.K. firms take up 14.41%, followed by Spain, 7.87%; Japan, 7.62%; France, 4.92%; and Canada, 4.2%. Top holdings in the ETF include AT&T (NYSE:T) at 17.96%; Vodafone, 10.25%; Verizon Communications (NYSE:VZ), 8.05%; Telefonica, 7.87%; and Nippon Telegraph & Telephone (NYSE:NTT), 4.01%. The top 10 holdings control 66% of assets. iShares S&P Global Telecom is 40% in the past 12 months and has gained 12% year to date.
Near term, the global sector ETF takes the prize but when the US market lags, the shoe will likely be on the other foot. Many global sector ETFs actually have more than 50% dedicated to US companies. Make sure you look under the hood before making your choices.
By Carl Delfeld of the Chartwell ETF Advisor
According to the most recent data BHP Billiton makes up 7.39% of the iShares MSCI-Pacific Ex-Japan ETF [EPP]. Below is a summary of their business from their own website.
Global Operations
With some 38,000 employees working in more than 100 operations in approximately 25 countries, which together underpin our strategic focus of:
They also have substantial interests in diamonds, silver and titanium minerals.
