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Old 03-12-2025, 02:23 PM   #4151
Table 5
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Originally Posted by CroFlames View Post
Any other ideas or industries?
Well, Im just some random Joe, so don't take any of this as advice... but the things I'm holding on that front are below. Nothing too spicy...

EZU - General Eurozone ETF. Nothing sexy, but gives you good exposure to the larger caps.
GVAL - Global Value ETF. Pretty bombed out compared to SPX, but showing signs of life https://substackcdn.com/image/fetch/..._1450x1189.png
DVYE - Emerging Market ETF. Also looks to be bottoming long term. Pays a great dividend while waiting.
KWEB/FXI - China ETF. Been on fire the last year due to stimulus...probably due for a pullback though.
EWZ - Brazil - Usually a complete basket case, but hoping eventually they will have their own Argentina/Milei type turnaround. In the meantime, pays a nice dividend.

I'm not dumping half my retirement into these things or anything, and I remain skeptical about Europe and Brazil, but sometimes the biggest gains are when something goes from truly awful to merely really bad (ie. look at Argentina).
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