time to ante up in emerging markets?

[oldcrowcall]

I was flying high on my emeging market ETF investment made last year (VWO). Now I am bleeding out of several orifrices.  Sell, hold or buy more?  This represents only 2% of my portfolio at present.

 

[LOL!]

Yell, fold or cry more?

 

[LovesLife]

OCC,
What percentage does EM play in your total AA? Has your risk tolerance changed? Mine has taken a hit also, but is still within my AA. Still holding here but am pretty comfortable with my AA overall. Good luck with your decision.

 

[d]

there's not nearly enough blood here to make them a raging buy ... as others suggested, stick to your AA (which would have suggested you trim a bit off the top as they were going through the roof)

 

[wabmester]

The bigger they are, the harder they fall.

If you've got country-based indices that have gone up 30% a year while the underlying economies of those countries have gone up, say, 7%/year, the result is predictable.

Having said that, I actually think China still looks reasonably valued since they don't let us buy the hyperinflated "local" shares.    Something like FXI might still be a safe bet for a while.

 

[mathjak107]

im buying in now...every 10% dip ive added more eem