Overview
Stats: | |
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Funds: | 16 |
Acquired Fees: | 0.40% |
TTM Yield: | 1.49% |
Benchmark: | IXUS |
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
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%
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%
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.
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%
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%
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%
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%
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%
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%
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%