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RE: TIB: Today I Bought (and Sold) - An Investors Journal #280 - US Interest Rates, Poland, Mexico, Singapore, Oil, Philippines, South Korea, Japan Govt Bonds
Great read! I think your analysis is driving me to be more positive than I currently am. I have been net neutral since 2016 which has limited my returns. While I am still hesitant from a US market perspective, I may look to add some exposure internationally. Thanks!
Good to hear. The easiest way to limit investing returns is to limit your geography. The 2nd easiest is to limit the instruments you use.
With the range of ETF's available, especially to US investors, there is no excuse really. With the availability of global markets on single platforms there is equally no excuse. I use Interactive Brokers and Saxo Capital Markets and IG Markets = global access across all instruments. Happy to offer a referral link if you need.
Now it is important to understand the forex implications. It is disappointing to see a great foreign return evaporate because of an adverse currency move. Many ETF's are hedged especially at country level - Europe and Japan.
Where to start? This post's table has some clues as to undervalued markets
My instinct would be Europe (VGK or FEU or EZU) and Japan (EWJ or DFJ). Maybe narrow down Europe to Europe Financials (EUFN).
Best resource to compare ETF's is Etfdb.com - they have a compare ETF's tool too. http://etfdb.com/tool/etf-comparison/EZU-VGK/#holdings
Great! Appreciate this! I used IB years ago before they went public and struggled with thr interface for trading so moved to ETrade. Send me the referral links to check them out.
Pop me an email with your email address and I will send it through to them and they will contact you - bitcoinprofits AT fastmail.net