Comments on: Single Country Investing – Equity or Currency??? Surprising conclusion

By: IS

IS — Thu, 25 Feb 2010 13:41:16 +0000

@Adam – Any thoughts or ideas on the reasons that caused the differences for BRIC’s?

By: Adam@RabbitFunds

Adam@RabbitFunds — Tue, 16 Feb 2010 03:36:51 +0000

I think this is a great first cut at analyzing not only the differences between equity and currency ETFs but also country specific opportunities. As already mentioned, the BRIC countried obviously have shown strong returns over the last year and definitely warrant further analysis as part of an overall international investment strategy.

By: Finanical Ramblings

Finanical Ramblings — Sat, 13 Feb 2010 15:40:25 +0000

[...] Speculator compares investing in one country’s currency or market index… the result is quite [...]

By: IS

IS — Thu, 11 Feb 2010 20:58:38 +0000

@Adam – I did a one year period ending last Friday. And yes I agree that it’s difficult to draw conclusions from it, but I thought it would be interesting to look at results and might warrant more time. Any thoughts?

By: IS

IS — Thu, 11 Feb 2010 20:57:05 +0000

@John – Good questions. Actually, all ETF’s presented here are US ETF’s so no conversion necessary on my part, they are all included in the 1 year return of these ETF’s. And as for the difference between the leveraged returns, honestly I did not spend too much time on that since results did not see to make much sense.

By: IS

IS — Thu, 11 Feb 2010 20:55:52 +0000

@Zavi – Difficult to say, Brazil is the popular one and likely will remain so for a few years so I think I’d go with that one.

By: Adam Wildavsky

Adam Wildavsky — Thu, 11 Feb 2010 05:12:11 +0000

What time period did you use? In 2008 equity ETFs did much worse than your figures indicate. In 2009 they did much better. I don’t think one year is sufficient to draw a conclusion.

By: John

John — Wed, 10 Feb 2010 17:01:38 +0000

Just to understand your results, i have a few questions:

Are equity ETFs converted in US$? Are FX ETFs based on US$? What’s the difference between JPN and Leveraged JPN results?

By: Zavi

Zavi — Wed, 10 Feb 2010 16:15:57 +0000

Great post! wow that’s an fascinating discovery!! I knew that BRIC countries are potential investment opportunities, but, I am very surprised with that result. No doubt it is a good piece of information!! I’m now thinking investing in BRIC ETFs. BKF or EEB or BIK? But which one, concerning Expense ratio vs Replication?

Thank you.