Recent content by bendlikon

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    Nikkei ETF equivalent

    1320 JP (Daiwa AM) 1321 JP (Nomura AM) 1330 JP (Nikko AM)
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    Even if deflation is short term risk, what is your long term 'inflation' play?

    Get a long dated fixed mortgage. Tim Bond from Barcap recommends: 1) Shorting financial assets (bonds and stocks) 2) Shorting bonds against stocks 3) Staying liquid to buy depressed financial assets 4) Avoiding portfolio diversification and focusing on those assets that cause...
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    Emerging Markets: Why favor EEM over VWO?

    @winstontj: So I take it that the intraday pricing of ADR's make EEM more attractive for US market daytraders. For longer term investor I guess the lower expense ratio of VWO would be more important. @nazzdack: Agreed - more holdings does not mean more diversification per se. Good...
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    Emerging Markets: Why favor EEM over VWO?

    The Vanguard ETF (VWO) is not only cheaper than the iShares ETF (EEM) but also has more individual holdings, therefore providing better diversification: EEM: ER 0.72%, 340 holdings VWO: ER 0.25%, 795 holdings It also seems that EEM mainly invests in ADRs while VWO actually holds...
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