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VEU LATEST HEADLINES
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
Foreign investors are divesting from US equities, a trend accelerated by heightened financial volatility. Tariffs and trade conflicts could weigh more heavily on US markets than foreign ones, potentially reversing a decade of outperformance. US large-cap equities remain historically overvalued compared to international peers, with CAPE ratios indicating muted long-term returns.
The market has shifted from tech to defensive stocks, with real estate and consumer staples outperforming due to tariffs and trade wars. US companies with high foreign sales exposure are struggling, while non-US stocks benefit from an international backlash against US tariffs. My buy list is narrowing, focusing on undervalued, high-conviction dividend growth stocks like Blackstone and Alphabet, despite market volatility.
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
If you're worried about the U.S. economy or simply want a way to diversify your portfolio, you may want to look at investing in companies based in other parts of the world. It can be a good way to balance out some of your risk, both in the short term and the long term.
It's getting harder to find value in the U.S. International diversification could be the key in getting better deals.
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
I maintain a buy rating on VEU due to its compelling valuation, positive momentum, and broad international exposure, especially in large-cap stocks. The recent performance of VEU suggests a potential shift away from US exceptionalism, with VEU outperforming VTI since late 2024. VEU's low expense ratio, high dividend yield, and favorable PEG ratio make it an attractive option for diversifying away from US equities.
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.