International Region & Country AIM Portfolio

Model Portfolios

Overview

Stats:
Funds:18
Acquired Fees:0.38%
TTM Yield:2.25%
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

9.28.2020

International Region & Country AIM Portfolio returned -3.24% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.02%

  • Top Performers: EWM -0.34%, IPAC -1.23%, ENZL -1.47% 
  • Bottom Performers: EFNL -5.07%, EWG -5.65%, BBEU -4.49%
  • Since Inception Performance: +6.80% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.43%

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Europe Playbook

9.28.2020

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

  • U.K. leads net inflows (+$65 million) during the week, Germany leads oer last three months (+$631 million) (page 2)
  • 19 of 19 countries fall during the week, Developed Europe (IEV) finishes down -4.59% (page 3)
  • Majority of European nations have expanding manufacturing PMI; Germany leads (PMI at 56.6) (page 17)

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International Region & Country AIM Positioning Guide

9.20.2020

International Region & Country AIM Portfolio returned 0.91% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.13%

  • Top Performers: EIS +2.87%, EFNL +2.85%, EWY +2.39%
  • Bottom Performers: ILF -0.89%, EWW -0.63%, EWC -0.61%
  • Since Inception Performance: +10.38% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.47%

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International Region & Country AIM Positioning Guide

9.14.2020

International Region & Country AIM Portfolio returned -0.19% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.16%

  • Top Performers: EWG +1.54%, INDA +1.38%, EWY +1.19%
  • Bottom Performers: EIS -4.10%, ILF -2.40%, EWM -1.92%
  • Since Inception Performance: +9.38% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.33%

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International Region & Country AIM Positioning Guide

9.7.2020

International Region & Country AIM Portfolio returned -1.88% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.13%

  • Top Performers: VNM +1.83%, ILF -0.13%, IPAC -0.53%
  • Bottom Performers: EIS -6.64%, INDA -3.30%, EWW -2.95%
  • Since Inception Performance: +9.58% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.49%

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International Region & Country AIM Positioning Guide

8.31.2020

International Region & Country AIM Portfolio returned 2.28% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.10%

  • Top Performers: INDA +4.47%, VNM +4.32%, ENZL +3.96%
  • Bottom Performers: EWM -2.16%, EWW +0.65%, EDEN +0.93%
  • Since Inception Performance: +11.68% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.65%

 

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Europe Playbook

8.24.2020

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

  • Germany and Russia lead net inflows (page 2)
  • 15 of 19 countries fall during the week, Developed Europe (IEV) finishes down -0.79% (page 3)
  • German manufacturing PMI up 10pts month/month, in expansion territory (PMI manufacturing) (page 17)

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International Region & Country AIM Positioning Guide

8.24.2020

International Region & Country AIM Portfolio returned -0.44% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.07%

  • Top Performers: ENZL +3.43%, EWC +0.57%, INDA +0.49%
  • Bottom Performers: EWY -4.75%, VNM -3.88%, EWW -2.05%
  • Since Inception Performance: +9.20% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.53%

 

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Asia-Pacific Playbook

8.24.2020

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

  • China ETFs see $147 million in net outflows, India leads the region with $15MM in (page 2)
  • Emerging Asia-Pacific (EEMA -0.07%) falls despite advance in China (MCHI +2.73%), Developed Asia-Pacific gains (IPAC +0.14%) during the week (page 3)
  • Taiwan 2020E earnings estimates trending upwards (page 8)

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International Region & Country AIM Positioning Guide

8.17.2020

International Region & Country AIM Portfolio returned 1.22% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.19%

  • Top Performers: EWW +4.21%, EWY +3.15%, IPAC +2.57%
  • Bottom Performers: ENZL -3.32%, EWM -0.40%, EWT -0.18%
  • Since Inception Performance: +9.68% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.61%

 

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