Top 5 Losers in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received. (Note: I did not include the ETFs that were added to the portfolio during 2021. SPEM, PSCH, XAR)

  1. CQQQ – CHINA REGION EQUITIES -23.88%
  2. EWY – SOUTH KOREA EQUITIES -7.59%
  3. ENZL – NEW ZEALAND EQUITIES -6.01%
  4. EDV – U.S. LONG DURATION TREASURIES -4.41%
  5.  GLDM – GOLD -3.98%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

4 Best Long Term Performance China Region Equity ETFs 1.5

  • Asset Class: China Region Equities

  • Oldest ETF back tested: PGJ

  • Correlation to U.S. Market: 0.69

  • Long-Term Performance: 10.27% CAGR

  • S&P 500 Performance: 10.12% CAGR

  • Back test timeframe: January 2005 – June 2021

  • Number of ETFs available in this asset class: 48

  • Number of ETFs in this asset class that are 10-years old or older: 18

PGJ vs SPY: January 2005 – June 2021

PGJ vs SPY: December 9, 2004 – July 2, 2021

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Video – ETF Battles: CQQQ vs. QQQ – American vs. Chinese Technology, Who Wins?

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4 Best Long Term Performance China Region ETFs 1.4

  • Asset Class: China Equities

  • Oldest ETF back tested: PGJ

  • Long-Term Performance: 9.67% CAGR

  • S&P 500 Performance: 8.74% CAGR

  • Back test timeframe: January 2005 – July 2020

  • Number of ETFs available in this asset class: 45

  • Number of ETFs in this asset class that are 10-years old or older: 13

PGJ vs SPY: January 2005 – July 2020

PGJ vs SPY: December 9, 2004 – July 31, 2020

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