Monday, May 14, 2007

IEV and IVE: Two ETF Winners

excerpts from this week's report.

"As the chart on the next page shows (see report), two positions held by the Model Growth Portfolio have produced above market returns over the past twelve months: Europe 350 and Large Cap Value. The Europe 350 is benefiting from a confluence of developments (dollar weakness, growth in Asia, modest resurgence in European..."

Investment Strategy Implications

"It is likely that the outperformance of the two sectors will continue for the foreseeable future and may even accelerate, particularly for Large Cap Value, as private equity..."

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