Tag: NEW-ZEALAND

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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)

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The New Zealand ETF: A Ten Year History Of Good Returns (ENZL) 1.4

  • The iShares MSCI New Zealand ETF (ENZL) has a 10-year history of good returns

  • ENZL has a relatively low U.S. market correlation of 0.68

  • ENZL has a CAGR of 14.18 since inception (September 1, 2010)

  • ENZL has a current 12-month trailing dividend yield of 1.67%

ENZL vs SPY: October 2010 – December 2020

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The Asia / Pacific ETF With A Long History Of Excellent Returns (EPP) 1.3

  • The iShares MSCI Pacific ex Japan ETF (EPP) has an 18-year record of good returns
  • EPP has a relatively low U.S. market correlation of 0.81
  • EPP has outperformed an S&P 500 ETF by 0.58% CAGR since November 2001
  • EPP has a current dividend yield of 4.84%

EPP vs SPY: November 2001 – April 2020

EPP vs SPY: October 26, 2001 – May 15, 2020

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