Finding Value in ETF's Worth Owning for the Long Haul
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).
International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2021
EFV vs SPY: September 2005 – November 2021
EFV vs SPY: August 5, 2005 – December 14, 2021
Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.5”
International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2020
EFV vs SPY: September 2005 – November 2020
EFV vs SPY: August 5th, 2005 – December 4th, 2020
Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.4”
Today we accumulated more shares of the First Trust Dow Jones Global Select Dividend Index Fund (FGD). We also bought shares of EWZ, DEM, DGS, ITA and EES, but FGD was our largest purchase today. Read why we invest FGD right here: 4 Best Long-Term Performance International Large Cap Value ETFs 1.3
Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.3”
Today we started a new position in the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FGD right here: Best Long-Term Performance International Large Cap Value ETFs 1.2
Today, we resumed accumulating shares of the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FGD right here: Best Long-Term Performance International Large Cap Value ETFs 1.2
The International Large Cap Value asset class has been around much longer than ETFs have been available. This asset class is typically underutilized in most American’s equity portfolios. That is unfortunate because International Large Cap Value stocks tend to garner a long-term risk premium over growth stocks, just as U.S. Large Cap Value stocks do. This asset class has done poorly vs a typical S&P 500 fund since it’s availability as an ETF, but when looking back further than 2002, this asset class has produced superior returns over very long periods. Index Fund Advisors is an excellent website to get a long-term view of the performance of many asset classes.
Continue reading “Best Long-Term Performance International Large Cap Value ETFs 1.2”
We are continuing to accumulate shares of the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Folks, you’ve gotta buy this stuff when it’s on sale.
Read why we invest in FGD right here: Best Long-Term Performance International Large Cap Value ETFs
The International (Foreign) Large Cap Value asset class is a difficult asset class to research. The reason being is that there haven’t been funds available for very long in this asset class. The older mutual funds available in this asset class have only been around since the mid 1990’s. The oldest ETF available in this category is the BLDRS Developed Markets 100 ADR Index Fund (ADRD), inception December 2002. So, without significant fund data to compare this asset class with others, I am relying heavily on the expertise of historians, academic studies and reliable financial experts.
Continue reading “Best Long-Term Performance International Large Cap Value ETFs 1.1”
We started a position in the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Folks, you’ve gotta buy this stuff when it’s on sale.
Read why we invest in the Foreign Large Cap Value asset class right here: Foreign big-cap value stocks outshine U.S. counterparts
