These 5 Funds Jumped 30% – and They’re Just Getting Started

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So far, 2017 is shaping up to be a great year for US stocks, but there are plenty of funds that are doing much better than your typical passive index fund.

In fact, some funds are so hot that they’ve already shot up over 30% in 2017 and show little sign of slowing down.

Two big trends are at work here, and each has far-reaching implications, not only for these funds but for the economy and stock market as a whole. Both are also extremely important trends that few investors truly understand.

What am I talking about? The US dollar’s weakness and the future of rising interest rates.…
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If you feel good because your S&P 500 index fund has taken off like a rocket in 2017, you may not want to read this article.

Because the S&P 500 is, in fact, not doing well this year—at least not compared to its peers.

Don’t believe me?

Take a look at the SPDR S&P 500 ETF’s (SPY) performance relative to a global stock fund like the Vanguard Total World Stock ETF (VT):

The World Races Ahead

Not only is a global stock portfolio crushing the S&P 500, but US equities are actually dragging the world’s returns down.

Notice how, in the chart above, the Vanguard FTSE All-World ex-US ETF (VEU) is up 14.6%, versus VT’s 11.1% return for 2017?…
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About Author

Brett

Hi, I’m Brett Owens – and I’m a financial junkie. My “problem” started incollege, when I got a little dose of the stock market – man, was I hooked…in no time, I was reading the Wall Street Journal religously.

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