EFV Stock Recent News

SPY, THRO, EFV, TLT and QQQ led ETF inflows last week as investors poured in $23.5B despite rising yields and renewed U.S.-EU trade tensions.

The weakening U.S. dollar threatens American investors' wealth and net worth; diversifying with foreign equities like the EFV ETF is a prudent hedge. EFV offers broad exposure to value stocks outside the U.S. and Canada, trades at a deep discount to the S&P 500, and yields over 2x that of the S&P 500. Despite lagging U.S. markets historically, EFV is now outperforming as global investors shift away from U.S. assets amid U.S. dollar weakness and suspect U.S. foreign policies.

Market volatility, driven by political chaos, can be mitigated by diversifying investments into stable multinational companies outside the US, like those in EFV. EFV, an iShares MSCI EAFE Value ETF, offers exposure to top global firms, reducing portfolio volatility compared to US-only investments. EFV includes industry leaders like Roche, Shell, and Toyota, providing a diversified, less erratic investment option with a strong historical performance.

iShares MSCI EAFE Value ETF holds about 500 stocks with value characteristics listed in developed markets. The EFV ETF is well-diversified across holdings, but quite heavy in Japan and overweight in financials. EFV has lagged its parent index since inception but has outperformed it in the last 12 months.

iShares MSCI EAFE Value ETF offers exposure to international value stocks and has $17 billion in net assets.

iShares MSCI EAFE Value ETF is invested in developed markets except the U.S. and Canada. Over 60% of assets are in Europe, but Japan is the top country.

The stock market is inherently volatile. With the economy going through the boom and bust cycles more frequently, the extreme ups and downs of the market are inevitable. For most conservative investors, especially retirees, it's very difficult to tolerate large and deep drawdowns. However, it is almost impossible to avoid these issues with index investing.

We will go over our thesis as to how a diversified income method with low volatility could make you financially independent. We regularly write about multi-basket income strategies with an in-built hedging mechanism to keep the drawdowns to a minimum. They provide not only consistent income but also long-term growth with 30% less volatility.

The relative interest of investors in search of value outside the US has increased in the last few years. EFV appears to have attractive multiples, potentially indicating a bargain.

EFV invests in developed markets outside of the U.S. and Canada. The fund remains undervalued, however, its portfolio is also very balanced across all sectors.