Europe equities and related ETFs are among this year's most obvious rebound stories. And there's widespread belief the asset class's 2025 showings could be repeated or exceeded next year.
European equities have been among the world's best performers this year, and that's saying something, That's because the Trump administration made the European Union (EU) one of its primary tariff targets. As of yet, the U.S. and the EU don't have a firm accord in place.
In recent years, U.S. equities sharply outperformed international benchmarks, giving rise to the term “U.S. exceptionalism.” Indeed, the gaps between domestic stocks and foreign counterparts, including European fare, were exceptional, but that tide is turning to start 2025.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 3,549 | $119,511.26 | $137,701.2 | $18,189.94 | 15.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60,588 | $1.9M | $2.35M | $448,017.97 | 23.55% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 559 | $20,353.19 | $21,705.97 | $1,352.78 | 6.65% |
PETER KRUSSEL Southland Equity Partners LLC | 10,557 | $280,317.81 | $412,356.42 | $132,038.61 | 47.1% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,495 | $34,639.59 | $58,245.2 | $23,605.61 | 68.15% |
| ARCA Exchange | US Country |
The company operates as an investment fund that focuses on investing in dividend-paying common stocks with growth characteristics. These stocks are of companies incorporated and listed on stock exchanges in several countries, including Germany, Switzerland, and the United Kingdom. Emphasizing the importance of aligning with the economic characteristics of the constituent securities of the index it tracks, the company commits at least 80% of its total assets towards these investments. This approach underlines its objective to closely mirror the performance of its benchmark index, which comprises select dividend-paying, growth-oriented stocks. Despite its targeted investment approach, it notes its status as a non-diverse fund, which indicates a concentration in the securities it holds rather than spreading investments across a wide range of assets.
This service involves allocating at least 80% of the fund's total assets into the securities that compose the index. The focus is on ensuring that the investments made have economic characteristics that are substantially identical to those of the index's constituent securities. This methodology is aimed at investors seeking to replicate the index's performance through a direct investment approach in these selected securities.
Beyond direct investment in the index's constituent securities, the fund also invests in assets that, while not part of the index, offer economic characteristics that are substantially identical to those of the securities within the index. This strategy broadens the scope of investment, allowing the fund to capture the economic essence and growth potential of the index through parallel assets, thereby enhancing the possibility of achieving similar returns.
The fund specifically targets dividend-paying common stocks of companies that exhibit growth characteristics. This dual focus not only targets income through dividends but also seeks capital appreciation through growth in the value of these stocks. Companies that are part of this selection are those that are not just financially stable enough to distribute dividends but are also positioned for future growth, making them attractive for both income and growth-minded investors.
Despite its broad geographic base, covering countries like Germany, Switzerland, and the United Kingdom, the fund describes itself as non-diversified. This indicates a deliberate strategy to concentrate its investments in a relatively smaller number of securities. Such a strategy can lead to higher volatility but also offers the potential for significant gains, appealing to investors who are comfortable with higher risk for the possibility of higher returns.