IVLU: Ex-U.S. Value Stocks Could Be A Buy If Not FX Risks


US dollars and Japanese currency background

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With the outlook for interest rates in the U.S. becoming hawkish enough to dent little hopes of the tech/growth/speculative growth/etc. rally resuming after the choppy summer, as I discussed in the recent article on the Harbor Long-Term Growers

Ticker Adjusted Ticker Name Sector Weight (%)
SHEL (SHEL) SHELL PLC Energy 2.73
NOVN (NVS) NOVARTIS AG Health Care 2.69
7203 (TM) TOYOTA MOTOR CORP Consumer Discretionary 2.56
HSBA (HSBC) HSBC HOLDINGS PLC Financials 1.98
TTE (TTE) TOTALENERGIES Energy 1.89
BHP (BHP) BHP GROUP LTD Materials 1.83
SAN (SNY) SANOFI SA Health Care 1.59
BP (BP) BP PLC Energy 1.41
8306 (MUFG) MITSUBISHI UFJ FINANCIAL GROUP INC Financials 1.3
ALV (OTCPK:ALIZF) ALLIANZ Financials 1.26

Portfolio IVLU EFV IVV EFA
Initial Balance $10,000 $10,000 $10,000 $10,000
Final Balance $14,077 $13,621 $26,458 $15,018
CAGR 4.37% 3.94% 12.93% 5.21%
Stdev 17.24% 17.13% 15.87% 15.69%
Best Year 23.12% 21.25% 31.25% 25.10%
Worst Year -15.09% -14.66% -18.16% -14.35%
Max. Drawdown -32.57% -33.18% -23.93% -27.58%
Sharpe Ratio 0.26 0.23 0.76 0.32
Sortino Ratio 0.37 0.33 1.18 0.47
Market Correlation 0.79 0.8 1 0.88



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