CHART OF THE DAY: Long Emerging Markets at the Right Time

03/11/24 08:06AM EDT

This chart from today's Early Look shows the performance of India (INDA) and Philippines (EPHE), two of the 30+ longs in Keith McCullough's long-only ETF portfolio.

India's BSE Sensex is up 3.3% in the past month and 10.8% in the past three months. Philippines Stock Exchange is up 1.3% and 11.3%.

My #VASP (Volatility Adjusted Signaling Process) did a nice job getting us long Philippines when it did. I didn’t know I was going to get long that either!

CHART OF THE DAY: Long Emerging Markets at the Right Time - COTD1

To follow when McCullough adds, removes and re-ranks INDA, EPHE and the rest of the ETFs in his portfolio, subscribe to Portfolio Solutions.

CHART OF THE DAY: Long Emerging Markets at the Right Time - large SSS Email Banner 4 3 2023

HELPFUL LINKS:

Recap | Free All Access Week 2/26-3/1

Join New Subscriber Orientation

New Conference: Hedgeye Live 2024 May 2-5

Hedgeye University | Become a Better Investor

Hedgeye Education Center | Learn More About Hedgeye

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.