Diversification, Speculation and a Hedge

Jul 1st, 2014 by Gary

Multi currency investments offer opportunities in diversification, speculation and hedging.  Since Ecuadors currency is the US dollar, you can protect purchasing power with multi currency investing.   Well have several sessions on Ecuador Living at our upcoming seminar in Montreal.

Join Us in Mount Dora and West Jefferson

The Best Multi Currency International Investing Seminar in 32 Years

Cash in on the best opportunity in 32 years.  Currency diversification has always been important for safety, but right now a multi currency opportunity is brewing and has more profit potential then you have seen in over three decades.

Our International Investing Seminars started 32 years ago at about the best time for investors ever.  Over these decades our semi annual seminars have updated whats going on in global investment markets and what to do.  In all those years, few times offered as much long term opportunity as in 1982.

Join us to learn the great opportunities that are just ahead.

Mount Dora Florida. Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Sept 4-5-6, 2015, West Jefferson, North Carolina.  Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Our summer and autumn courses are at the Jefferson Landing Country Club.

Finally, conditions have come full circle and the several conditions are coming together just as we saw at our first seminars in the 1980s.  The US dollar. the US stock market and the price of oil are acting almost exactly as they did in the early 1980s.  Knowing the conditions and why they have merged  and what to do about them can help you create a fortune.

One way to tap this potential (well review this at the seminar) is to invest in a Good Value Country Strategy with ETFs (Country Index Exchange Traded Funds).  For example there are currently ten good value developed markets, Australia, Austria, France, Germany, Hong Kong, Italy, Japan, Norway, Singapore and the United Kingdom.  You can easily create a diversified portfolio in each or all of these ten countries with Country Index ETFs.

We review more than two dozen Country Index ETFs at the seminars.   One example is the iShares Germany MSCI Index ETF.

Click on image to enlarge.

Germanys stock market is a good value market.  Germany has the worlds fourth largest economy.  The country is the third largest exporter in the world and in 2013 recorded the highest trade surplus in the world making it the biggest capital exporter globally.  Yet German shares have been overlooked. German share prices are cheap.

The problem most investors have is knowing which German shares to buy .  The country Index ETF solves this by investing in almost all the shares traded on Germanys largest stock exchange in Frankfurt.  The iShares Germany MSCI Index ETF is a share traded on the New York Stock Exchange that invests in 85% of the shares in Germany.  This ETF is a passive fund that does not try to outperform the growth of the German Stock Market. The managers simply track the investment results of the MSCI Germany Index.

The MSCI Germany Index is designed to measure the performance of the large and mid cap segments of the German index is composed of the stocks of 54 different German companies and covers about 85% of all the German equities.  Germanys ten largest companies compose about 60% of the index.  These ten companies are:  BAYER (Health Care) composes 9.91% of the index SIEMENS (Industrials) 7.89% DAIMLER (Consumer Discretionary) 7.04% BASF (Materials)  6.81% ALLIANZ (Financials) 6.65% SAP STAMM (Info Tech) 5.69% DEUTSCHE TELEKOM (Telecom Srvcs) 4.46% DEUTSCHE BANK NAMEN  (Financials) 3.66%  VOLKSWAGEN VORZUG (Consumer Discretionary) 3.18% BMW STAM (Consumer Discretionary)  3.15%.

The iShares MSCI ETF invests in all the important sectors in the German market, so your one investment in the ETF gives you a spread of good value German shares.

The fund has over 4 billion of assets and those assets are invested mainly in the 54 German shares, so your investment gives you enormous diversification within the German stock market. What makes ETFs such easy and simple investments is that even a small investment of $1000 (at this time) will buy about 25 shares.  For just $1,000 the investment is spread into this vast powerful, good value equity market.

At our seminars we review Country Index ETFs for every good value stock market in the world. One benefit of these ETFs is that investors can invest very small amounts so it is possible to invest in all good value countries, even if your portfolio is not large.

You save on tax.  Managed funds exert a heftier tax bill on your portfolio than passive products.  You save on reduced portfolio turnover.  Every time a manager makes a trade, there’s a cost. ETFs invest in the shares that compose the index and do not trade.  During 2013 actively managed funds in the US turned over 85% of their holdings.  Remember that this activity resulted in poorer average results than the indices for 75% of these funds.

Join me at our 2015 seminars to explain how to use ETFs and much more.  The International Investing Seminar looks at how to protect purchasing power and pensions with multi currency investing.  The course teaches how to add safety and create to profit from multi currency and global equity cycles.

Value Investing Outside the Box.   Here is a partial syllabus of the seminar:

* See new breakout possibilities in global investing.

* Benefits of early investments in an oil thats up 22.8 times in the past ten years.

* Beyond Gold.  Three hard assets that protect against all currency erosion.

* The Small Country Effect. Why small markets rise more than large ones.

* Top Value small markets and how to easily invest small or large amounts.

* The best four currencies for the year ahead.

Few decisions are as important to your wealth as WHICH CURRENCIES to invest in. This has been our area of expertise since the 1970s.  Learn how to use ETFs to gain multi currency diversification.

Details in this session also include:

* How to easily buy global currencies, shares and bonds.

*  The benefits of investing in real estate in Small Town USA.  We will share why the value is special and why we have been recommending good value real estate in this area since 2009.

* Whats up with gold and silver.  One session looks at my current position on gold and silver and asset protection.  We review the state of the precious metal markets and potential problems ahead for US dollars how interest rates at zero eliminate opportunity costs of diversification in precious metals and foreign currencies.

* New tax strategies.  How to create businesses that earn income and reduce tax.

Gary Scott at a multi currency session

The course begins with a 1000 Year Economic Review that leads us up to where markets are in 2015.

Learn how to:

* Find good investing value.

* Use Multi Currency Portfolios.

* To use multi currency for diversification-speculation & hedge.

* Earn in water and agricultural investing.

* Gain with special situations now for aggressive growth

Join Merri and me for this multi currency economic update seminar.

Gary Scott speaking to 400 delegates in Quito, Ecuador

Sept 4-5-6, 2015, West Jefferson, North Carolina.  Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Join my wife, Merri, and me at our International Investing Seminar. Enroll here $799. Couple $999

Gary

The Wall Street Journal article A Strengthening British Pound (1) shows how there are three  ways to gain from multi currency investments with diversification, speculation and or a hedge.

British pound versus dollar chart at www.finance.yahoo.com (2) shows the pound up over 10% in the last year. (click on image to enlarge).

The article says: A growing conviction among investors that the Bank of England will be the first major central bank to raise interest rates continued to drive the pound higher, propelling it above $1.70 for the first time in almost five years.

The surprising strength of the U.K.s economic recovery has been a boon for sterling over the past year and has prompted a response from the central bank chief. The currency dipped below $1.50 last July, its lowest level in the past 12 months.

Early in Londons trading day, the pound hit $1.7012, the highest intraday level since Aug. 6, 2009, according to CQG. It eased later in the day to $1.6978 late in London.

Against the euro, sterlings rise in recent days has been even sharper. The currency touched a fresh 19-month low of 0.7961 to the pound during London trading on Monday.

This strength shows three ways we can use multi-currency investment strategies.

First, we can diversify.  This is the strategy I use.  My portfolio contains euro, British pounds, Polish zloty, Danish kroner, Mexican peso, Brazilian real and US, Singapore, Australian, Canadian and New Zealand dollars.  This evens out the currency strength of my portfolio.  From time to time I try to increase the weighting of currencies I believe will rise.  Fortunately last year I invested in some pound fixed income income investments paying 4% in pounds.  This means the yield I receive when converted into US dollars has increased to 4.53%. Plus if I redeemed this investment now, My $100,000 invested would be worth $110,000.

One of many simple ways to diversify currencies is with the ENR Global Currency Sandwich offered by ENR Asset Managers in Montreal.

ENR says: Investment Objective: To provide a fundamentally strong and diversified portfolio of foreign currencies to hedge against the long-term decline of the U.S. dollar. Our investment criteria for selecting currencies include those units harboring a combination of the following: trade surpluses, budget surpluses, low net relative debt compared to other regional partners, a high savings rate and in some circumstances, tax reform, which is bullish for FDIs or foreign direct investment. Some currencies, however, might not nurture all of the above characteristics but should at least maintain several to qualify in our currency basket. Investors can choose whether to include or exclude gold bullion as part of the basket.

2014 ENR Global Currency Sandwich:

British pound (GBP)

Norwegian krone (NOK)

Swedish krona (SEK)

New Zealand dollar (NZD)

Singapore dollar (SGD)

Mexican peso (MXN)

Gold (optional)

or from Thomas Fischer at Thomas@enrasset.com

Tomorrows message Diversification, Speculation and Hedge II reviews how to speculate with multi currency loans and Singapore real estate.

Gary

Multi Currency Value Investing Seminar

The Best Multi Currency International Investing Seminar in 32 Years

Cash in on the best opportunity in 32 years.  Currency diversification has always been important for safety, but right now a multi currency opportunity is brewing and has more profit potential then you have seen in over three decades.

Our International Investing Seminars started 32 years ago at about the best time for investors ever.  Over these decades our semi annual seminars have updated whats going on in global investment markets and what to do.  In all those years, few times offered as much long term opportunity as in 1982.

Join us to learn the great opportunities that are just ahead.

Mount Dora Florida. Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Sept 4-5-6, 2015, West Jefferson, North Carolina.  Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Our summer and autumn courses are at the Jefferson Landing Country Club.

Finally, conditions have come full circle and the several conditions are coming together just as we saw at our first seminars in the 1980s.  The US dollar. the US stock market and the price of oil are acting almost exactly as they did in the early 1980s.  Knowing the conditions and why they have merged  and what to do about them can help you create a fortune.

One way to tap this potential (well review this at the seminar) is to invest in a Good Value Country Strategy with ETFs (Country Index Exchange Traded Funds).  For example there are currently ten good value developed markets, Australia, Austria, France, Germany, Hong Kong, Italy, Japan, Norway, Singapore and the United Kingdom.  You can easily create a diversified portfolio in each or all of these ten countries with Country Index ETFs.

We review more than two dozen Country Index ETFs at the seminars.   One example is the iShares Germany MSCI Index ETF.

Click on image to enlarge.

Germanys stock market is a good value market.  Germany has the worlds fourth largest economy.  The country is the third largest exporter in the world and in 2013 recorded the highest trade surplus in the world making it the biggest capital exporter globally.  Yet German shares have been overlooked. German share prices are cheap.

The problem most investors have is knowing which German shares to buy .  The country Index ETF solves this by investing in almost all the shares traded on Germanys largest stock exchange in Frankfurt.  The iShares Germany MSCI Index ETF is a share traded on the New York Stock Exchange that invests in 85% of the shares in Germany.  This ETF is a passive fund that does not try to outperform the growth of the German Stock Market. The managers simply track the investment results of the MSCI Germany Index.

The MSCI Germany Index is designed to measure the performance of the large and mid cap segments of the German index is composed of the stocks of 54 different German companies and covers about 85% of all the German equities.  Germanys ten largest companies compose about 60% of the index.  These ten companies are:  BAYER (Health Care) composes 9.91% of the index SIEMENS (Industrials) 7.89% DAIMLER (Consumer Discretionary) 7.04% BASF (Materials)  6.81% ALLIANZ (Financials) 6.65% SAP STAMM (Info Tech) 5.69% DEUTSCHE TELEKOM (Telecom Srvcs) 4.46% DEUTSCHE BANK NAMEN  (Financials) 3.66%  VOLKSWAGEN VORZUG (Consumer Discretionary) 3.18% BMW STAM (Consumer Discretionary)  3.15%.

The iShares MSCI ETF invests in all the important sectors in the German market, so your one investment in the ETF gives you a spread of good value German shares.

The fund has over 4 billion of assets and those assets are invested mainly in the 54 German shares, so your investment gives you enormous diversification within the German stock market. What makes ETFs such easy and simple investments is that even a small investment of $1000 (at this time) will buy about 25 shares.  For just $1,000 the investment is spread into this vast powerful, good value equity market.

At our seminars we review Country Index ETFs for every good value stock market in the world. One benefit of these ETFs is that investors can invest very small amounts so it is possible to invest in all good value countries, even if your portfolio is not large.

You save on tax.  Managed funds exert a heftier tax bill on your portfolio than passive products.  You save on reduced portfolio turnover.  Every time a manager makes a trade, there’s a cost. ETFs invest in the shares that compose the index and do not trade.  During 2013 actively managed funds in the US turned over 85% of their holdings.  Remember that this activity resulted in poorer average results than the indices for 75% of these funds.

Join me at our 2015 seminars to explain how to use ETFs and much more.  The International Investing Seminar looks at how to protect purchasing power and pensions with multi currency investing.  The course teaches how to add safety and create to profit from multi currency and global equity cycles.

Value Investing Outside the Box.   Here is a partial syllabus of the seminar:

* See new breakout possibilities in global investing.

* Benefits of early investments in an oil thats up 22.8 times in the past ten years.

* Beyond Gold.  Three hard assets that protect against all currency erosion.

* The Small Country Effect. Why small markets rise more than large ones.

* Top Value small markets and how to easily invest small or large amounts.

* The best four currencies for the year ahead.

Few decisions are as important to your wealth as WHICH CURRENCIES to invest in. This has been our area of expertise since the 1970s.  Learn how to use ETFs to gain multi currency diversification.

Details in this session also include:

* How to easily buy global currencies, shares and bonds.

*  The benefits of investing in real estate in Small Town USA.  We will share why the value is special and why we have been recommending good value real estate in this area since 2009.

* Whats up with gold and silver.  One session looks at my current position on gold and silver and asset protection.  We review the state of the precious metal markets and potential problems ahead for US dollars how interest rates at zero eliminate opportunity costs of diversification in precious metals and foreign currencies.

* New tax strategies.  How to create businesses that earn income and reduce tax.

Gary Scott at a multi currency session

The course begins with a 1000 Year Economic Review that leads us up to where markets are in 2015.

Learn how to:

* Find good investing value.

* Use Multi Currency Portfolios.

* To use multi currency for diversification-speculation & hedge.

* Earn in water and agricultural investing.

* Gain with special situations now for aggressive growth

Sept 4-5-6, 2015, West Jefferson, North Carolina.  Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Join my wife, Merri, and me at our International Investing Seminar. Enroll here $799. Couple $999

Gary

Join Us in Mount Dora and West Jefferson

The Best Multi Currency International Investing Seminar in 32 Years

Cash in on the best opportunity in 32 years.  Currency diversification has always been important for safety, but right now a multi currency opportunity is brewing and has more profit potential then you have seen in over three decades.

Our International Investing Seminars started 32 years ago at about the best time for investors ever.  Over these decades our semi annual seminars have updated whats going on in global investment markets and what to do.  In all those years, few times offered as much long term opportunity as in 1982.

Join us to learn the great opportunities that are just ahead.

Mount Dora Florida. Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Sept 4-5-6, 2015, West Jefferson, North Carolina.  Multi Currency, Protect Against a Weak Dollar Investing Seminar. (Normally $799 or $999 for a couple)

Our summer and autumn courses are at the Jefferson Landing Country Club.

Finally, conditions have come full circle and the several conditions are coming together just as we saw at our first seminars in the 1980s.  The US dollar. the US stock market and the price of oil are acting almost exactly as they did in the early 1980s.  Knowing the conditions and why they have merged  and what to do about them can help you create a fortune.

One way to tap this potential (well review this at the seminar) is to invest in a Good Value Country Strategy with ETFs (Country Index Exchange Traded Funds).  For example there are currently ten good value developed markets, Australia, Austria, France, Germany, Hong Kong, Italy, Japan, Norway, Singapore and the United Kingdom.  You can easily create a diversified portfolio in each or all of these ten countries with Country Index ETFs.

We review more than two dozen Country Index ETFs at the seminars.   One example is the iShares Germany MSCI Index ETF.

Click on image to enlarge.

Germanys stock market is a good value market.  Germany has the worlds fourth largest economy.  The country is the third largest exporter in the world and in 2013 recorded the highest trade surplus in the world making it the biggest capital exporter globally.  Yet German shares have been overlooked. German share prices are cheap.

The problem most investors have is knowing which German shares to buy .  The country Index ETF solves this by investing in almost all the shares traded on Germanys largest stock exchange in Frankfurt.  The iShares Germany MSCI Index ETF is a share traded on the New York Stock Exchange that invests in 85% of the shares in Germany.  This ETF is a passive fund that does not try to outperform the growth of the German Stock Market. The managers simply track the investment results of the MSCI Germany Index.

The MSCI Germany Index is designed to measure the performance of the large and mid cap segments of the German index is composed of the stocks of 54 different German companies and covers about 85% of all the German equities.  Germanys ten largest companies compose about 60% of the index.  These ten companies are:  BAYER (Health Care) composes 9.91% of the index SIEMENS (Industrials) 7.89% DAIMLER (Consumer Discretionary) 7.04% BASF (Materials)  6.81% ALLIANZ (Financials) 6.65% SAP STAMM (Info Tech) 5.69% DEUTSCHE TELEKOM (Telecom Srvcs) 4.46% DEUTSCHE BANK NAMEN  (Financials) 3.66%  VOLKSWAGEN VORZUG (Consumer Discretionary) 3.18% BMW STAM (Consumer Discretionary)  3.15%.

The iShares MSCI ETF invests in all the important sectors in the German market, so your one investment in the ETF gives you a spread of good value German shares.

The fund has over 4 billion of assets and those assets are invested mainly in the 54 German shares, so your investment gives you enormous diversification within the German stock market. What makes ETFs such easy and simple investments is that even a small investment of $1000 (at this time) will buy about 25 shares.  For just $1,000 the investment is spread into this vast powerful, good value equity market.

At our seminars we review Country Index ETFs for every good value stock market in the world. One benefit of these ETFs is that investors can invest very small amounts so it is possible to invest in all good value countries, even if your portfolio is not large.

You save on tax.  Managed funds exert a heftier tax bill on your portfolio than passive products.  You save on reduced portfolio turnover.  Every time a manager makes a trade, there’s a cost. ETFs invest in the shares that compose the index and do not trade.  During 2013 actively managed funds in the US turned over 85% of their holdings.  Remember that this activity resulted in poorer average results than the indices for 75% of these funds.

Join me at our 2015 seminars to explain how to use ETFs and much more.  The International Investing Seminar looks at how to protect purchasing power and pensions with multi currency investing.  The course teaches how to add safety and create to profit from multi currency and global equity cycles.

Value Investing Outside the Box.   Here is a partial syllabus of the seminar:

* See new breakout possibilities in global investing.

* Benefits of early investments in an oil thats up 22.8 times in the past ten years.

* Beyond Gold.  Three hard assets that protect against all currency erosion.

* The Small Country Effect. Why small markets rise more than large ones.

* Top Value small markets and how to easily invest small or large amounts.

* The best four currencies for the year ahead.

Few decisions are as important to your wealth as WHICH CURRENCIES to invest in. This has been our area of expertise since the 1970s.  Learn how to use ETFs to gain multi currency diversification.

Details in this session also include:

* How to easily buy global currencies, shares and bonds.

*  The benefits of investing in real estate in Small Town USA.  We will share why the value is special and why we have been recommending good value real estate in this area since 2009.

* Whats up with gold and silver.  One session looks at my current position on gold and silver and asset protection.  We review the state of the precious metal markets and potential problems ahead for US dollars how interest rates at zero eliminate opportunity costs of diversification in precious metals and foreign currencies.

* New tax strategies.  How to create businesses that earn income and reduce tax.

Gary Scott at a multi currency session

The course begins with a 1000 Year Economic Review that leads us up to where markets are in 2015.

Learn how to:

* Find good investing value.

* Use Multi Currency Portfolios.

* To use multi currency for diversification-speculation & hedge.

* Earn in water and agricultural investing.

Join my wife, Merri, and me at our International Investing Seminar. Enroll here $799. Couple $999