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Post by Chahta on Jan 8, 2023 1:10:12 GMT
Bright spot in week one of 2023, my international holdings are moving up well. Second only to Small Caps. This could be a rare year I don't dislike the international sector.
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Post by roi2020 on Jan 8, 2023 3:57:43 GMT
Both of my international funds generated higher returns than all my domestic funds for the trailing week.
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Post by Chahta on Jan 8, 2023 13:48:09 GMT
Both of my international funds generated higher returns than all my domestic funds for the trailing week.
What funds are you using? |
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Post by yogibearbull on Jan 8, 2023 13:50:58 GMT
To repeat from the Funds Quarterly, Q4 was good, but for how long?
In 2022/Q4 (SP500 +7.37%): Among general equity funds, the best were LC-value +12.80%, multi-cap-value +12.63%, MC-value +12.39%, SC-value +12.01%, and the worst were multi-cap-growth +1.82%; ALL general equity categories were positive. Among other equity funds, the best were natural resources +19.76%, Europe +19.66%, international multi-cap-value +19.08%, and the worst were sc & tech +1.76%, real estate +3.44%; ALL “other equity” except short funds were positive. Among fixed-income funds, domestic long-term FI +2.03%, world income +5.71%; ALL FI categories were positive too (FI isn’t very refined in Lipper mutual fund categories listed in Barron’s). So, a good Q4, but still a bad 2022.
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Post by uncleharley on Jan 8, 2023 14:00:40 GMT
How long??? Good question. I would say that the outperformance of International will last a little longer than the current downward trend in the value of the USD. Given the slope of that trend, the weekly chart indicates that the next support level is about 10% further down and should take another 3 to 6 months to complete. Of course, the more favorable conditions for International will remain after the USD has stabelised.
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Post by ignatz on Jan 8, 2023 16:51:50 GMT
An ordinary international index fund has outperformed both the SP and the broad US market for 10 weeks straight. That hasn't happened for at least 4 years.
And about 10 of the last 17 months.
Could end tomorrow. The SP beat foreign 42 of the 58 months from November 2016 through August 2021.
The dollar index hit a 20 year high in Sept 2022 and is off over 9 percent since then.
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Post by johntaylor on Apr 18, 2023 13:29:30 GMT
2022 S&P -18% EAFE -14%
YTD S&P 7% EAFE 8%
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