No. of Recommendations: 5
Compared to nose bleed valuations for SPY, developed markets ex US (IDEV ETF) looks a lot more reasonable. It's not top heavy either. Japanese stocks have been doing well and should continue to do so. UK may move in the right direction, especially with the latest political changes. Any thoughts/comments on moving a small/medium chunk from SPY to below?
Number of Holdings 2,226
30 Day SEC Yield 2.54%
P/B Ratio 1.82%
Dividend Yield 2.86%
P/E Ratio 15.69
Top 20 holdings:
NOVO NORDISK
ASML
NESTLE
ASTRAZENECA
SHELL
TOYOTA MOTOR CORP
LVMH
SAP
NOVARTIS
ROCHE
HSBC
ROYAL BANK OF CANADA
TOTAL
BHP
SIEMENS
BANK OF AUSTRALIA
UNILEVER
SCHNEIDER ELECTRIC
MITSUBISHI
SANOFI
Country concentration:
Japan 20.34
UK 13.33
Canada 10.48
France 10.06
Switzerland 8.67
Other 37.12
ishares.com - Ishares core msci international developed markets ETF 