Discussion of the Stock portion of the Permanent Portfolio
Moderator: Global Moderator
-
D1984
- Executive Member
- Posts: 730
- Joined: Tue Aug 16, 2011 7:23 pm
Post
by D1984 » Fri Mar 24, 2017 9:06 pm
ochotona wrote:I found an EM ETF with 16% China, not 27%. It's FNDE. If I pair it with Meb Faber's EM-like GVAL, I can get the China exposure to 8%.
I am concerned China is another central bank and real estate bubble, and their growth stats are all fictions.
If I recall correctly EDOG (the S-Network EM Dividend Dogs ETF) is actually around 8 or 9% China; it has only existed for a few years but the underlying index goes back to 2004 and has roughly equaled DFEVX or DEMSX with much less than the maxDD of either of those funds or even EEM.
I take it XCEM is too thinly traded and is a concern for being at ~11M in assets on on the ETF deathwatch list?
-
hrnzkn
- Junior Member
- Posts: 1
- Joined: Sun Nov 19, 2017 9:23 am
Post
by hrnzkn » Sun Nov 19, 2017 10:38 am
I have experiences about turkey bonds.. there is nice income especially energy bonds. For example: energy company TUPRS risen up %100 percent only in 1 year.
-
Don
- Executive Member
- Posts: 286
- Joined: Fri Apr 21, 2017 6:21 pm
Post
by Don » Sun Nov 19, 2017 1:40 pm
hrnzkn wrote:I have experiences about turkey bonds.. there is nice income especially energy bonds. For example: energy company TUPRS risen up %100 percent only in 1 year.
Especially right around Thanksgiving.