I’ve been working on a "satellite" portfolio to complement my core holding (XEQT style). The goal is to gain targeted exposure to emerging and frontier markets that are either excluded or under-represented in broad market funds.
I am running this in a registered account (tax-free) to allow for monthly rebalancing without tax friction, which helps harvest volatility from these high-beta countries.
The Portfolio (100%):
DGS 15% WisdomTree EM SC Div
VNM 13% VanEck Vietnam
ARGT 12% Global X Argentina
GREK 11% Global X Greece
EPU 10% iShares Peru
COLO 9% Global X Colombia
EPOL 9% iShares Poland
EWW 8% iShares Mexico
ASHR 5% Xtrackers CSI 300
EZA 4% iShares South Africa
EIS 4% iShares Israel
Full Watchlist / Universe by Region:
-
EM Broad & Factor: AVEE, DGS, EMXC, EWX, EEMS.
-
Asia: VNM, SMIN, GLIN, ASHR, THD, EIDO, EPHE, ASEA, EWY, EWH, EWJ, EWT.
-
Europe & Frontier: EPOL, GREK, EIS, TUR, EWP, EWO, EWI, EWK, EWD, EWN, EWQ, EWG, EWL, EIRL, EDEN, EFNL, EWU.
-
LATAM: ARGT, EPU, ECH, EWW, COLO, EWZ, BRF.
-
Africa & Middle East: EZA, AFK, KSA, UAE, KWT, QAT.
-
Developed Small Cap: AVDV, ISCF, DFJ.
Strategy Note: I’m aware that some developed markets are in the watchlist, but the core focus remains on undervalued or high-growth emerging regions. By rebalancing monthly, I plan to trim winners (like Argentina or Greece recently) and buy into laggards mechanically.
Curious to hear your thoughts on the country weights and if I'm missing any crucial "frontier" plays!