Vanguard FTSE All-World ex-US ETF

VEU

시가총액 US$670억

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. Key Takeaways The Ivy Portfolio 10- and 12-month simple moving average had two cash positions: the IEF and VNQ ETFs.

Vanguard FTSE All-World ex-US ETF offers compelling value at a 12.5x P/E and 8% earnings yield, outperforming SPY YTD despite a stronger dollar. VEU's broad diversification, solid momentum, and record dividend payout support a buy rating, with technicals suggesting favorable risk/reward near $83 support. AI-driven outperformance from South Korea and Taiwan, plus rising EPS forecasts, underpin the bullish thesis, though European and Japanese market weakness is a watchpoint.

International or non-US investing has been quietly putting up robust numbers for shareholders. Today, we are seeing international, gold and even grains of late start to rally, without much give-back in the S&P 500 or Nasdaq.

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. Key Takeaways The Ivy Portfolio 10-month simple moving average maintained a single cash position with the IEF bond ETF closing below its average.

The stock market seems to be shrugging off Trump's new tariffs; the S&P 500 is up 5% since they were announced. The Vanguard FTSE All-World ex-US ETF offers a portfolio of more than 3,000 global stocks and has delivered 17.3% annualized returns in the past three years.

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. Key Takeaways The Ivy Portfolio 10-month simple moving average shifted to a single cash position after the IEF bond ETF closed below its average.

Samsung and SK Hynix are popular South Korean AI chip stocks, and SK just debuted on the Nasdaq. The three global ETFs below all include Samsung and SK Hynix as part of their top stock holdings.

Vanguard FTSE All-World ex-US Index Fund ETF is a core international diversifier with a 10-year average annual returns of 10%+. VEU trades with valuation metrics significantly lower than the S&P500 while its TTM yield is 2.6% - almost 2.5x the yield of the S&P500. The top four VEU holdings, accounting for 10.2% of assets, are major semiconductor players TSMC, Samsung, SK Hynix, and ASML - all of which are thriving amid AI-driven growth.

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. Key Takeaways The Ivy Portfolio 10-month simple moving average shifted to a single invest position after the IEF bond ETF closed below.

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.