The Challenge of Global Investing

March 29, 2016

A decade ago, foreign markets, particularly emerging markets like Brazil and Mexico, were clearly the place to be. But markets changed, and in recent years, U.S. markets have strongly outperformed most foreign markets. This can make it difficult for investors to decide when to invest in foreign funds.

globalmarkets05-15

The conventional wisdom is that investors should always have some exposure to foreign funds, but keeping a constant position in foreign funds may not be the smartest way to take advantage of global trends.

In years like 2015, holding foreign funds would have been a drag on your returns. And in years like 2005, when foreign markets did well, your participation would be limited to how much you’d allocated to foreign funds.

Instead of having a static position in foreign funds, we invest in the funds that are doing well now, and then we change our positions as markets change. Back in 2005, foreign funds had strong returns, and we had substantial exposure to foreign funds. And when U.S. funds did better, we sold our foreign funds and bought into better performing domestic funds.

You can do the same in your portfolio.

Sign up for NoLoad FundX, and you’ll get a proven strategy that can help you confidently navigate changing markets. We know this approach works because we’ve used it to manage hundreds of millions of dollars for high-net-worth clients for nearly 50 years.

With NoLoad FundX – the only mutual fund newsletter to beat the market since 1980, according to the Wall Street Journal (June 2014) – you’ll have the tools you need to stay on track in an ever-changing world.

NoLoad FundX keeps me in the best markets, and, more importantly, out of the worst ones,” one 20-year subscriber told us.

And it can do the same for you.

So click here to get started, and start making changing markets work for you.

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