Charles Lewis Sizemore, CFA
March 21, 2018
Chief Investment Officer at Sizemore Capital

Best Stocks for 2018: Emerging Markets in the Race

Source: InvestorPlace. Data as of 3/21/2018. Past performance no guarantee of future results.

As we wind down the first quarter, my pick in InvestorPlace’s Best ETFs for 2018 — the iShares Emerging Markets Dividend ETF ( DVYE ) — is up a respectable, though not spectacular, 5%.

At this stager of the game, Dana Blankenhorn is off to a strong start, up 13% in the  Market Vectors Semiconductor ETF ( SMH ) .

But it’s still early, and we have a lot of time left in 2018. Tech stocks have lead the U.S. market higher for years, and that trade is looking long in the tooth. Meanwhile, emerging markets have been in the doldrums for years and have only recently started moving higher again. I’m betting that emerging markets prove to be the best trade for 2018… and likely the next five years.

Disclosures: Long DVYE.

 

This article first appeared on Sizemore Insights as Best Stocks for 2018: Emerging Markets in the Race

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