International Region & Country AIM Portfolio

Model Portfolios

Overview

Stats:
Funds:18
Acquired Fees:0.38%
TTM Yield:2.28%
Benchmark:IXUS
Links:
Methodology »
Positioning Guide
Launch in Terminal

Inception Date: June 15, 2020

Investment Objective

The ETF Action International Region & Country AIM Portfolio primary objective is to outperform the Global ex-U.S. Market as measured by the MSCI ACWI ex USA Investable Market Index. To accomplish this objective the investment committee utilizes an actively managed process that is governed and implemented using a transparent and repeatable framework.

Key Facts

  • Selection universe limited to Region, Country & Market Developement ETFs (ex-U.S.)
  • Over/under weight positions driven by transparent, multi-faceted, and repeatable ratings process
  • Fully invested (no cash), does not use leverage or inverse funds

Philosophy

Returns across regions and countries diverge widely based on a number of factors including sector exposure, business cycle, macroeconomic environment, fundamentals, valuations, and sentiment. Following a disciplined process outlined in the methodology guide, ETF Action has created a proprietary process to track these factors in an attempt to identify sectors and industries that we believe have an outsized chance to outperform over various time frames.

All ETF Action Model Portfolios are made available to subscribers for informational purposes only and do not represent actual investments. Full terms of service, including terms of use, copyrights, and disclaimers are available here.

Composition

Model Insights

International Region & Country AIM Positioning Guide

7.13.2020

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International Region & Country AIM Positioning Guide

7.6.2020

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Latin America Playbook

7.1.2020

An overview of the Latin America  ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • More net inflows for Mexico ETFs, $146 million in over last 3 months (page 2)
  • Region falls 4.67% (ILF), Brazil lags (EWZ -5.05%) (page 3)
  • Every country in the region trading at valuation discounts relative to historical averages (page 6)

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International Region & Country Positioning Guide: 6.19.20

6.22.2020

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Asia Pacific Playbook

6.15.2020

An overview of the Asia-Pacific  ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Japan sees surge in net inflows with $1.2 billion after months of outflows (page 2)
  • Emerging Asia-Pac (EEMA -2.27%) outperforms Developed Asia-Pac (IPAC -2.40%) during the week (page 3)
  • Emerging Asia more attractive from a relative valuation standpoint than Developed Asia-Pacific

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Emerging Asia-Pacific: Bullish

6.15.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

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Developed Asia-Pacific: Neutral

6.15.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Positive

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Europe: Underweight

6.15.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Neutral

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Latin America: Neutral

6.15.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Undervalued
  • Momentum: Neutral

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International Region & Country Positioning Guide: 6.15.20

6.15.2020

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