The best performing single ETF’S this year have been KOL (+108%), GDXJ (+107%), EWZ (+83%), and GDX (+72%). These 4 ETF’s all had one thing in common at the beginning of the year; they were all down 4-years in a row.
“The time to buy is when blood is running in the streets”.—Baron Rothschild
It feels much better to buy assets while they’re rising, but it’s usually smarter to buy after they’ve been fallen for a while.”— Howard Marks
According to the Ivy Portfolio, the median country returns from 1903 to 2007 is 10.65% (all years), and 14.9% after three down years in a row.
Recent data by Dimson, Marsh, Staunton database, showed median country returns of 8.74% (all years) and 15.94% after three down years in a row, both suggest that you will double the median return of all years if you own a country ETF that is down three years in a row. It’s a very rare occasion that only happens 3% of the time.
Now you know to be on the look out for single ETF’S that are down 3-years in a row or more.