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Old 01-04-2014, 08:13 AM   #21
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I just tallied up my exposure to EM to reply to this thread, and it was a little higher than I would have guessed: 27% (if you include China and most Asian countries as "emerging"). Without China, it's 24%.

Total international direct exposure: 38% (excluding effects of US-domiciled companies with large overseas sales)

Which is fine for me, since I'm trying to increase my foreign exposure with the belief that the US won't have as high of a repeat success of the long-run market averages from 1900-2000. And it's also a small consolation to help explain why my overall portfolio went up "only" about 15% in 2013 - which is still better than a sharp stick in the eye, but when you see the domestic indexes rise 25%-30%, it can be a little frustrating. Just waiting for EM's turn!
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Old 01-04-2014, 08:37 AM   #22
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I tend to follow Bogle's advice and keep my international exposure and slice/dice allocations lower. The lost decade wasn't the greatest but my lack of bond exposure hurt me more than my lack of international exposure. I'll continue to stick to around 10% INT with 2.5 % EM.
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Old 02-25-2014, 08:48 PM   #23
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I am out of emerging markets until late 3rd or early 4th quarter.
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Old 02-25-2014, 09:58 PM   #24
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Quote:
Originally Posted by heeyy_joe View Post
I am out of emerging markets until late 3rd or early 4th quarter.
What happens then?
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Old 03-08-2014, 08:42 AM   #25
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VWO did pretty horrible in 2013...maybe it will have 30% gains in 2014.
Amen - VWO was a drag down on my returns in 2013.

2014 not looking good so far either - its on my watch list to jettison.

But then hindsight is always perfect, eh?
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Old 03-08-2014, 12:00 PM   #26
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I just bought Mexico,Brazil,Peru in equal amounts and will add Russia if we test last weeks bottom.
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