Where Are The Best International Opportunities?

If you are not satisfied with broad international ETFs such as VEU, VEA, VWO, and EFA, but want to search for individual countries, the following Delta Factor analysis and projections might be of interest.  In the following QPP analysis I show the Delta Factor projections for a broad range of countries followed by several other ways to look at some of the specific countries that are showing potential over the next few months to years of investing.  The first screen shot shows the Delta Factor projections.

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Newton Portfolio Update: 19 December 2012

Up for review today is the Newton Portfolio, one of the larger portfolios I track.  Platinum members can see from the following Dashboard that most of the asset classes are in balance.  I have a number of limit orders placed to bring International Bonds back into balance.  That will bring the Cash holdings closer to balance when those limit orders are struck.  Readers may be interested to know that I purchased a few shares of Berkshire Hathaway Class B stock as a way to measure the performance of Warren Buffett.  That purchased just turned positive (3.4%) with the recent market jump.

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