Equity Asset Class Relative Returns
Posted on Monday, March 31st, 2008 | In Market Commentary
Contributed by: Richard Shaw (http://www.QVMgroup.com) -
For those of you who separate your equity class into US domestic, and foreign (world ex US); or into US domestic, non-US developed and non-US emerging countries; here are 1-yr, 5-yr, 10-yr and 20-yr charts of the relative performance of each class.
ETFs that you might use as proxies for those classes are:
VTI, SPY or IWM for US domestc
VEU for world excluding US (includes Canada)
EFA for non-US developed (excludes Canada)
EEM or VWO for non-US emerging (does not include frontier markets)
If you want Canada in the mix, you might use EWC to complement EFA.
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 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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