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.

Frank Zorrilla, Registered Advisor In New York. If you need a second opinion, suggestions, and or feedback in regards to the market feel free to reach me at fzorrilla@zorcapital.com or 646-480-7463. 
This information is issued solely for informational and educational purposes and does not constitute an offer to sell or a solicitation of an offer to buy securities. None of the information contained in this blog constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. From time to time, the content creator or its affiliates may hold positions or other interests in securities mentioned in this blog. The stocks presented are not to be considered a recommendation to buy any stock. This material does not take into account your particular investment objectives. Investors should consult their own financial or investment adviser before trading or acting upon any information provided. Past performance is not indicative of future results.