Our Holdings 1-18-25
Our Holdings 1-11-25
5 Best Foreign Large Cap ETFs to Own Long Term 2.8
- IHDG – WisdomTree International Hedged Quality Dividend Growth Fund
- HEFA – iShares Currency Hedged MSCI EAFE ETF
- DBEF – Xtrackers MSCI EAFE Hedged Equity ETF
- IPKW – Invesco International BuyBack Achievers™ ETF
- DBAW – Xtrackers MSCI All World ex US Hedged Equity ETF
IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Koyfin back test
IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Testfol.io back test
IHDG vs HEFA vs DBEF vs IPKW vs DBAW: Portfolio Visualizer fund info
49 Foreign Large Cap ETFs included in this back test:
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The Deep Value ETF Accumulator Holdings 4-26-24
5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7
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Asset Class: International Developed ex-U.S. Market
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Long-Term Performance: 6.91% CAGR
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Correlation to U.S. Markets: 0.73
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U.S. Large Cap Blend Performance: 10.96% CAGR
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Back test timeframe: January 1986 – February 2024
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Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)
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Long-Term Performance: 5.52% CAGR
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Correlation to U.S. Markets: 0.88
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S&P 500 Performance: 8.89% CAGR
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Back test timeframe: September 2001 – February 2024
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Number of ETFs available in this asset class: 157
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Number of ETFs in this asset class that are 10-years old or older: 41
International Developed ex-US Market vs U.S. Large Cap Blend (S&P 500): January 1986 – February 2024
EFA vs SPY: September 2001 – February 2024
The Deep Value ETF Accumulator Holdings 2-9-24
The Deep Value ETF Accumulator Holdings 1-26-24
The Deep Value ETF Accumulator Holdings 11-26-23
The Deep Value ETF Accumulator Holdings 10-28-23
The Deep Value ETF Accumulator Holdings 10-20-23
The Deep Value ETF Accumulator Holdings 10-14-23
The Deep Value ETF Accumulator Holdings 10-1-23
The Deep Value ETF Accumulator Holdings 9-25-23
Ameriprise Financial Inc. Grows Stock Position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
Read Ameriprise Financial Inc. Grows Stock Position in Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) at Defense World
— Read on www.defenseworld.net/2023/09/18/ameriprise-financial-inc-grows-stock-position-in-xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef.html
The Deep Value ETF Accumulator Holdings 9-17-23
The Deep Value ETF Accumulator Holdings 8-13-23
Accumulated Foreign Large Cap Equities (DBEF) 6-26-23
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). #ABB Always Be Buying! Read why we invest in DBEF right here: 5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU
The Deep Value ETF Accumulator Holdings 5-21-23
The Deep Value ETF Accumulator Holdings 5-12-23
The Deep Value ETF Accumulator Holdings 5-6-23
The Deep Value ETF Accumulator Holdings 4-30-23
5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6
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Asset Class: International Developed ex-U.S. Market
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Long-Term Performance: 6.85% CAGR
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Correlation to U.S. Markets: 0.72
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U.S. Large Cap Blend Performance: 10.58% CAGR
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Back test timeframe: January 1986 – April 2023
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Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)
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Long-Term Performance: 5.35% CAGR
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Correlation to U.S. Markets: 0.88
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S&P 500 Performance: 8.18% CAGR
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Back test timeframe: September 2001 – April 2023
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Number of ETFs available in this asset class: 147
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Number of ETFs in this asset class that are 10-years old or older: 34
International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2023
EFA vs SPY: September 2001 – April 2023
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) Shares Acquired by SVB Wealth LLC
Read Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) Shares Acquired by SVB Wealth LLC at Defense World
— Read on www.defenseworld.net/2023/02/17/xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef-shares-acquired-by-svb-wealth-llc.html
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) Shares Bought by Janney Montgomery Scott LLC
Read Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) Shares Bought by Janney Montgomery Scott LLC at ETF Daily News
— Read on www.etfdailynews.com/2023/01/13/xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef-shares-bought-by-janney-montgomery-scott-llc/
Accumulated Foreign Large Cap Equities (DBEF) 12-13-22
On Tuesday, we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
Accumulated Foreign Large Cap Equities (DBEF) 12-12-22
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
CoreCap Advisors LLC Makes New $54,000 Investment in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
Read CoreCap Advisors LLC Makes New $54,000 Investment in Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) at ETF Daily News
— Read on www.etfdailynews.com/2022/11/28/corecap-advisors-llc-makes-new-54000-investment-in-xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef/
Accumulated Foreign Large Cap Equities (DBEF) 11-9-22
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Result of closing a single country fund position. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
Closed Position in South Korea Equities (EWY) 11-9-22
Accumulated Foreign Large Cap Equities (DBEF) 11-1-22
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Reinvested some dividends. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
Accumulated Foreign Large Cap Equities (DBEF) 10-18-22
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
Closed Position in Sweden Equities (EWD) 10-18-22
Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:
4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
4 Best Foreign Large Cap ETFs to Own Long-Term
Currency-Hedged ETFs Shine on Strong Dollar (DBEF)
Performance is outstripping unhedged peers.
— Read on www.etf.com/sections/features-and-news/currency-hedged-etfs-shine-strong-dollar
Miracle Mile Advisors LLC Boosts Position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
Read Miracle Mile Advisors LLC Boosts Position in Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) at The AM Reporter
— Read on reporter.am/2022/09/24/miracle-mile-advisors-llc-boosts-position-in-xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef.html
800 Shares in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) Acquired by FNY Investment Advisers LLC
Read 800 Shares in Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) Acquired by FNY Investment Advisers LLC at The AM Reporter
— Read on reporter.am/2022/09/21/800-shares-in-xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef-acquired-by-fny-investment-advisers-llc.html
Everything You Need to Know About Adding Japan Exposure (DBEF)
Investors considering enhancing their portfolios with targeted exposure to Japan should consider the Xtrackers MSCI Japan Hedged Equity ETF (DBJP).
— Read on etfdb.com/global-diversification-channel/everything-you-need-to-know-about-adding-japan-exposure/
Accumulated Foreign Large Cap Equities (DBEF) 8-15-22
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Folks, you’ve gotta buy this stuff when it’s “on sale”. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
Closed Position in Pacific ex-Japan Equities (EPP) 8-15-22
Today we closed our position in the iShares MSCI Pacific ex Japan ETF (EPP). Buy 40.17. Sell 43.71. This is still a good fund to invest in, but we have decided to reduce the total number of funds we invest in. The proceeds from this sale have been moved into our Foreign Large Cap Fund (DBEF) and our Foreign Small/Mid Cap Fund (PDN).
4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2
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Asset Class: International Developed ex-U.S. Market
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Long-Term Performance: 6.85% CAGR
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Correlation to U.S. Markets: 0.71
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U.S. Large Cap Blend Performance: 10.89% CAGR
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Back test timeframe: January 1986 – April 2022
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Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)
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Long-Term Performance: 5.13% CAGR
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Correlation to U.S. Markets: 0.88
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S&P 500 Performance: 8.46% CAGR
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Back test timeframe: September 2001 – April 2022
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Number of ETFs available in this asset class: 146
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Number of ETFs in this asset class that are 10-years old or older: 28
International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2022
EFA vs SPY: September 2001 – April 2022
EFA vs SPY: August 17, 2001 – April 29, 2022
Continue reading “4 Best Foreign Large Cap ETFs to Own Long-Term 1.5.2”
Opened Position in Foreign Large Cap Blend Equities (DBEF) 4-18-22
Today we opened a new position in the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). We have closed our positions in Foreign Large Cap Value and Growth funds and opted to open a position in this Foreign Large Cap Blend fund instead. I will publish an article on this category next weekend supporting this decision, right here: https://deepvalueetfaccumulator.com/category/blog/
Closed Position in Foreign Large Cap Growth Equities (AADR) 4-18-22
Today we closed our position in the AdvisorShares Dorsey Wright ADR ETF (AADR). Buy 57.63. Sell 58.14. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to open a new position in a Foreign Large Cap Blend fund instead; the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
Closed Position in Foreign Large Cap Value Equities (FGD) 4-18-22
Today we closed our position in the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Buy 17.88. Sell 25.18. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to open a new position in a Foreign Large Cap Blend fund instead; the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).