Tag: DEM

WisdomTree Emerging Markets High Dividend Fund

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4 Best Diversified Emerging Markets ETFs to Own Long-Term 1.5

  • Asset Class: Diversified Emerging Markets

  • Oldest ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.76

  • Long-Term Performance: 9.58% CAGR

  • S&P 500 Performance: 10.75% CAGR

  • Back test timeframe: May 2003 – February 2022

  • Number of ETFs available in this asset class: 81

  • Number of ETFs in this asset class that are 10-years old or older: 23

EEM vs SPY: May 2003 – February 2022

EEM vs SPY: April 11, 2003 – March 2, 2022

Continue reading “4 Best Diversified Emerging Markets ETFs to Own Long-Term 1.5”

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Four Emerging Markets ETFs That Have It All: Value, Growth, Quality, Yield – Plus A Note On Alibaba (DEM, DGS)

Summary

  • This article melds Dividend Ideas, Retirement, and Portfolio Strategy; it’s an in-depth look at four emerging market ETFs which combine value, growth, quality, and yield.
  • I made the case for emerging markets in my previous article; this article discusses several EM portfolios, two small caps (one China, one diversified) and two large cap high-div ETFs.
  • Important selection factors include sector allocation levels and country rankings; I prefer Asia and the MSCI index which includes Korea and reduces countries I don’t prefer. Mixed feelings on Russia.
  • All four ETFs have great value: PEs under 10 (US 25), price-to-book of 1 (US 4), average dividend over 4%, growth better than anything in the developed world (including US).
  • Emerging markets are about 60% of global GDP; their weight in the global equity index is 12.5-13%; their average weight in US portfolios is 3%. It’s called home-country bias. Does it make any sense?

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4396153-four-emerging-markets-etfs-all-value-growth-quality-yield-plus-note-on-alibaba

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WisdomTree Emerging Markets High Dividend Fd (DEM) 12/18/2020 declared dividend $0.2927/sh (yield 4.16%)

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) on 12/18/2020 declared a dividend of $ 0.2927 per share payable on December 24, 2020 to shareholders of record as of December 22, 2020. Dividend amount recorded is a decrease of $ 0.6473 from last dividend Paid.

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) has paid dividends since 2007, has a current dividend yield of 4.1576542854% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201218/emerging-markets-high-dividend-fd-wisdomtree-trust-nyse-dem-declared-a-dividend-of-$0.2927-per-share/

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3 Dividend-Paying ETFs to Consider Adding to You Portfolio (DEM)

Vanguard High Dividend Yield ETF(NYSE:VYM): While the stock markets are hovering around all-time-high levels, the U.S. economy is still uncertain, hamstrung by not knowing when exactly the COVID-19 pandemic will abate, and business and commerce will return to pre-pandemic activity. This is driving some anxiety among investors who would love to lock in a steady source of income. So, we think it may now be wise for them to invest in dividend-paying ETFs, such as Vanguard High Dividend Yield ETF (VYM), Vanguard Real Estate ETF (VNQ) and WisdomTree Emerging Markets High Dividend Fund (DEM), which stand out for their exceptional dividend yields.
— Read on stocknews.com/news/vym-vnq-dem-3-dividend-paying-etfs-to-consider-adding-to-you-portfolio/

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WisdomTree Emerging Markets High Div ETF (DEM) 09/21/2020 declared dividend $0.94/sh (yield 4.92%)

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) on 09/21/2020 declared a dividend of $ 0.9400 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is an increase of $ 0.475 from last dividend Paid.

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) has paid dividends since 2007, has a current dividend yield of 4.9224181175% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200921/emerging-markets-high-dividend-fd-wisdomtree-trust-nyse-dem-declared-a-dividend-of-$0.9400-per-share/

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WisdomTree Emerging Markets High Dividend ETF: A Dividend Themed ETF To Capitalize On Record Low Valuations

Summary

  • I am bullish on DEM as EM valuations are at extremely compelling levels and I like DEM’s country exposure within the EM space.
  • Dividend themes will be rewarded in the current environment; you get a 6.34% dividend yield via DEM.
  • Over the years, on the monthly charts, DEM has respected the lower boundary of its wedge pattern and has now reached a point where historically it has staged a bounce.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4341781-wisdomtree-emerging-markets-high-dividend-etf-dividend-themed-etf-to-capitalize-on-record-low

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DEM: Contrarian Value In EM Stocks ETF With A 6.3% Yield

Summary:
  • DEM invests in emerging market stocks with high dividend yields.
  • Emerging market stocks have underperformed this year amid the global disruptions caused by the coronavirus pandemic.
  • DEM features a large exposure to energy and materials sector stocks which we believe represent value at current levels.
  • We are bullish on DEM given its attractive yield and upside potential.

Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4339972-dem-contrarian-value-in-em-stocks-etf-6_3-yield

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Our Exit Strategy For The South Africa ETF (EZA)

Well, we’re calling it quits on the iShares MSCI South Africa ETF (EZA). Why? The risk/reward ratio no longer looks beneficial to us. When we make a decision to invest in an ETF, we don’t go in blindly. We perform our due diligence and if the risk looks worthy of the undertaking, we put the ETF on the list of ETFs we allow ourselves to buy. Once an ETF is put on our list and we have purchased shares of it, we intend to hold that ETF long-term, potentially until death do we part. But, we also know that the investing world is ever changing, so we must evolve with it.

Continue reading “Our Exit Strategy For The South Africa ETF (EZA)”

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4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.3

  • Asset Class: Diversified Emerging Markets

  • Most Popular ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Long-Term Performance: 8.46% CAGR

  • S&P 500 Performance: 8.43% CAGR

  • Back test timeframe: May 2003  – March 2020

  • Number of ETFs available in this asset class: 77

  • Number of ETFs in this asset class that are 10-years old or older: 12

EEM vs SPY: May 2003 – March 2020

Continue reading “4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.3”

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Emerging Markets High Dividend Fund WisdomTree (DEM) declared dividend $0.0325/sh (yield 7.17%)

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) on 03/23/2020 declared a dividend of $ 0.0325 per share payable on March 27, 2020 to shareholders of record as of March 25, 2020. Dividend amount recorded is a decrease of $ 0.3726 from last dividend Paid.

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) has paid dividends since 2007, has a current dividend yield of 7.1742806435% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200323/emerging-markets-high-dividend-fd-wisdomtree-trust-nyse-dem-declared-a-dividend-of-$0.0325-per-share/

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Accumulated Thailand Equities Today (THD) 2-24-20

We are continuing to buy down our cost basis in the iShares MSCI Thailand ETF (THD). We do intend to sell these shares when profitable, but don’t mind holding them until profitable. I expect we may collect another dividend before selling them. We will eventually move these funds into a diversified emerging markets fund such as DGS or DEM. Best Long-Term Performance Diversified Emerging Markets ETFs 1.2

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Emerging Markets Are Cheap: This Dividend-Weighted ETF May Beat The Cap-Weighted Index (DGS, DEM)

Summary
  • By all measures emerging market value is the cheapest major asset class as demonstrated in the famous GMO bar chart of asset classes.
  • The quantitative and value-based GMO view is affirmed by a comparison of Vanguard’s emerging markets fund to Vanguard ETFs representing several other asset classes.
  • Emerging value must be backed into by using factors such as high dividend yield and avoiding cap weighting; comparison to Vanguard emerging suggests three funds for consideration.
  • The risks of emerging markets differ from those of other asset classes, but the risks are well known; I suggest reducing China risk with strategies deemphasizing its large tech/internet stocks.
  • The right allocation for emerging value depends upon individual perspective on risk. Around 10% is conservative, but at current valuations up to 20% is OK for an informed risk taker.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4296224-emerging-markets-cheap-dividend-weighted-etf-may-beat-cap-weighted-index

 

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Best Long-Term Performance Diversified Emerging Markets ETFs 1.2

  • The largest and one of the oldest Diversified Emerging Markets ETFs has outperformed an S&P 500 index fund by 0.95% CAGR over the last 16 years
  • One older Emerging Markets index mutual fund has outperformed an S&P 500 index fund by 2.57% CAGR over the last 20 years
  • The Emerging Markets asset class has been the #1 or #2 best performing equity asset class in 7 of the last 15 years
  • Emerging Market equities are generally riskier and more volatile.
  • Diversified Emerging Markets ETFs can help investor diversify into these markets with less risk
  • There are 79 ETFs available in the Morningstar category “Diversified Emerging Markets”. 12 of these funds have been available for 10 years or longer

The iShares MSCI Emerging Markets ETF (EEM) is the largest and one of the oldest available ETFs in the Emerging Markets asset class. It was launched on April 7, 2003. Since that time, EEM has had a compounded rate of return of 10.39%. An S&P 500 index fund returned 9.44% CAGR over the same period. This outperformance came with a price though, and that price is called volatility. In the case of EEM, it’s standard deviation (a measure of volatility) was 21.97% while the S&P 500 was only 13.38% (lower mean less volatility). Other ways to demonstrate how this volatility (risk) relates to performance (reward) are the Sharpe and Sortino ratios. Typically, the higher these ratios, the better the risk vs reward ratio. In the chart below, the S&P 500 funds’ Sharpe & Sortino ratios are both higher than EEM. So, with all this additional risk, why should long-term investors consider allocating part of their equity portfolio to Diversified Emerging Markets? My answer is diversification. Diversification has oft been quoted as the “only free lunch in investing”. As a long-term investor and an investment blogger, I have made it my mission to find and invest in as many different equity asset classes as possible without degrading long-term performance. Diversified Emerging Market funds can be  a useful component in a worldwide equity portfolio because they have the potential to lift long-term performance while simultaneously reducing overall risk. The risk reduction can be found in this asset class’ correlation to U.S. Markets. Once again, referring to the chart below, this asset class has a correlation to U.S. Markets of 0.79. This is a favorable number, because the lower the number, the lower the correlation to U.S. Markets, so long as the asset class does not perform poorly long-term.

EEM vs S&P 500 index fund: May 2003 – March 2019

Source: https://www.portfoliovisualizer.com/

EEM vs SPY: April 11, 2003 – April 21, 2019

Source: https://www.koyfin.com/home

Continue reading “Best Long-Term Performance Diversified Emerging Markets ETFs 1.2”

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WisdomTree ETFs declares quarterly distributions (DEM)

WisdomTree Dynamic Currency Hedged Japan Equity Fund (BATS:DDJP) – $0.12982.

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (BATS:DDLS) – $0.000.

WisdomTree Dynamic Currency Hedged International Equity Fund (BATS:DDWM) – $0.19682.

WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) – $0.22732 (YIELD 5.21%)

WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES) – $0.11592.

WisdomTree Global High Dividend Fund (NYSEARCA:DEW) – $0.40183.

WisdomTree Europe SmallCap Dividend Fund (NYSEARCA:DFE) – $0.32935.

Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.

Source: https://seekingalpha.com/news/3419102-wisdomtree-etfs-declares-quarterly-distributions

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DEM: Why I’m Still A Strong Believer In This 4% Yielder

Summary

  • Emerging markets have been disappointing overall in 2018, but DEM has been a notable outperformer.
  • Its focus on mature dividend-paying companies has provided valuable downside protection in an unexpectedly bearish market.
  • History shows that when the P/E divergence between EM and the S&P 500 is as large as it is now, emerging markets have significantly outperformed over the subsequent five years.
  • Investors who are scared away from emerging markets based on recent performance and volatility could be making a big mistake.

Read the full article at Seeking Alpha right here:  https://seekingalpha.com/article/4209692-dem-still-strong-believer-4-percent-yielder

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Best Long-Term Performance Emerging Markets ETFs 1.1

Have you considered investing some of your portfolio into Emerging Markets? If so, this article is meant to assist investors in finding the best long-term performance ETFs in the Morningstar category called “Diversified Emerging Markets”. While Emerging Markets have had a long history of great returns, there has also been a long dry spell in the last decade in this asset class. Many value investors have already assessed that reversion to the mean will occur in the future for this asset class, but do not know when. Those who choose to invest in Emerging Markets will no doubt have to endure some pain and significant volatility while holding funds dedicated to this market. Short term, we have little evidence in ETFs that Emerging Markets are lucrative investments. But, long-term, there is considerable evidence that Emerging Markets can be great long-term holdings in a worldwide equity portfolio.

ADRE vs S&P 500: December 2002 – June 2018

Source: https://www.portfoliovisualizer.com/backtest-portfolio

Continue reading “Best Long-Term Performance Emerging Markets ETFs 1.1”