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!
To follow when McCullough adds, removes and re-ranks INDA, EPHE and the rest of the ETFs in his portfolio, subscribe to Portfolio Solutions.
HELPFUL LINKS:
Recap | Free All Access Week 2/26-3/1
Join New Subscriber Orientation
New Conference: Hedgeye Live 2024 May 2-5
