International Region & Country AIM Portfolio

Model Portfolios

Overview

Stats:
Funds:16
Acquired Fees:0.40%
TTM Yield:1.49%
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.

Performance

Performance (as of )

INDEX PERFORMANCE CALCULATED BY indxx. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX, THE PERFORMANCE OF AN INDEX DOES NOT REPRESENT ANY ACTUAL TRANSACTIONS AND ITS PERFORMANCE DOES NOT REFLECT THE DEDUCTION OF ANY FEES OR EXPENSES ASSOCIATED WITH ACTUAL INVESTING.

*Since Common Inception Date

Composition

Model Insights

International Region & Country AIM Positioning Guide

2.22.2021

International Region & Country AIM Portfolio returned -0.15% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.10%

  • Top Performers: VNM +2.11%, EWU +1.41%, EWT +1.16%
  • Bottom Performers: EWW -1.88%, EWM -1.36%, EWY -1.06%
  • Since Inception Performance: +35.31% outperforming the MSCI ACWI ex-U.S. (IXUS) by 1.07%

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International Region & Country AIM Positioning Guide

2.15.2021

International Region & Country AIM Portfolio returned 2.34% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.21%

  • Top Performers: EWN +4.88%, EEMA +3.65%, IPAC +2.74%
  • Bottom Performers: EWG +0.95%, EWW +0.97%, VNM +0.50%
  • Since Inception Performance: +35.51% outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.93%

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Trade Rationale: International Region & Country AIM Portfolio

2.4.2021

The following changes were made to ETF Action's International Region & Country Active Index Model (AIM) Portfolio, using closing prices as of February 4, 2021.

  • Trimmed exposure to developed Asia from 15% to 12%
  • Increased exposure to emerging Asia through China, Taiwan, and South Korea
  • Removed New Zealand (ENZL) in favor of more attractive sector positioning and fundamentals in Australia (EWA)
  • Consolidated European exposure, replacing Denmark (EDEN) with value opportunity in United Kingdom (EWU)
  • Eliminated exposure to Brazil and South America (ILF) until more recovery progress is made

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International Region & Country AIM Positioning Guide

1.31.2021

International Region & Country AIM Portfolio returned -4.17% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.12%

  • Top Performers: ENZL -1.67%, EFNL -2.12%, SCZ -2.94%
  • Bottom Performers: VNM -7.79%, EWW -6.45%, EWY -6.10%
  • Since Inception Performance: +27.18% outperforming the MSCI ACWI ex-U.S. (IXUS) by 1.29%

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International Region & Country AIM Positioning Guide

1.24.2021

International Region & Country AIM Portfolio returned 1.34% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.18%

  • Top Performers: ENZL +3.61%, EWN +3.53%, EEMA +3.20%
  • Bottom Performers: ILF -3.88%, EWW -3.42%, EWM -1.34%
  • Since Inception Performance: +32.71% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.51%

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International Region & Country AIM Positioning Guide

1.18.2021

International Region & Country AIM Portfolio returned -1.53% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.13%

  • Top Performers: EWT +1.62%, EIS +0.45%, VNM +0.11%
  • Bottom Performers: ENZL -5.14%, EWY -4.15%, ILF -3.20%
  • Since Inception Performance: +30.95% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.72%

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International Region & Country AIM Positioning Guide

1.11.2021

International Region & Country AIM Portfolio returned 4.49% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.19%

  • Top Performers: EWY +11.82%, EEMA +6.02%, EWT +6.01%
  • Bottom Performers: EWM +0.28%, EIS +2.33%, EDEN +2.62%
  • Since Inception Performance: +32.98% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.91%

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International Region & Country AIM Positioning Guide

1.3.2021

International Region & Country AIM Portfolio returned 1.65% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.35%

  • Top Performers: EWY +4.73%, VNM +4.54%, EEMA +3.64%
  • Bottom Performers: EWC -0.71%, EWN -0.22%, EWG -0.22%
  • Since Inception Performance: +27.26% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.60%

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International Region & Country AIM Positioning Guide

12.28.2020

International Region & Country AIM Portfolio returned -0.57% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.02%

  • Top Performers: ENZL +2.60%, EIS +1.18%, EWY +1.16%
  • Bottom Performers: EEMA -1.64%, EWM -1.41%, ILF -1.15%
  • Since Inception Performance: +25.19.% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.14%

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International Region & Country AIM Positioning Guide

12.21.2020

International Region & Country AIM Portfolio returned +1.34% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.36%

  • Top Performers: EWG +5.00%, EDEN +4.57%, EWN +3.08%
  • Bottom Performers: EWM -1.39%, ENZL -2.28%, EWY -0.70%
  • Since Inception Performance: +25.91.% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.17%

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