I. Aggressive Recommendation

Vanguard FTSE Emerging Markets ETF (VWO) is a current recommendation in Smart Money Masters.

VWO is the top position of the quirky Ray Dalio and his Bridgewater Associates, the world’s largest hedge fund. Dalio has been gradually increasing his already substantial bet on emerging markets. As of October 31, 2017, Dalio had built his position in VWO to an astonishing 25.82% of his $14.9 billion publicly disclosed investment portfolio.

Emerging market stocks trounced their U.S. counterparts in 2017. The Vanguard FTSE Emerging Markets ETF (VWO) soared 37.28% compared to the 21.70% gain for SPDR S&P 500 ETF (SPY). I believe that this outperformance of global stocks has just started.

Technically, the ETF is in a strong uptrend and scores 100% on my long-term technical indicators.

II. Conservative Recommendation

Texas Pacific Land Trust (TPL) is another current recommendation in Smart Money Masters.

The company’s only assets are approximately 878,000 surface acres and 373,000 gross royalty acres in western Texas. Thanks to an accident of geography, much of Texas Pacific’s real estate holdings are located in the Delaware and Midland Basins within the Permian Basin. By some estimates, the Permian Basin holds up to 70 billion barrels of oil. That’s more oil than Kuwait’s proven reserves.

When the price of oil enters a strong uptrend, as it has recently, the value of TPL’s real estate holdings go up.

From a technical standpoint, TPL also scores 100% on all technical indicators I follow.

Sincerely,

Nicholas A. Vardy

Nicholas Vardy

Nicholas Vardy has a unique background that has proven his knack for making money in different markets around the world. He was the Editor of The Global Guru, a free weekly e-newsletter, and also edited the trading services Momentum Trader Alert, which focused on making short-term profits in the hottest markets in the world, and The Alpha Algorithm, which was designed specifically to deliver big, fast triple-digit winners, month after month. He was also the editor of Smart Money Masters, a monthly service focused on longer term investments recommended by the brightest minds in the business. Mr. Vardy has been a regular commentator on CNN International and the Fox Business Network. He has also published articles in The New Republic, The World and I, and The Baker & McKenzie Legal Review. The Global Guru/Nicholas Vardy has been cited in The Wall Street Journal, Newsweek, Fox Business News, CBS MarketWatch, Yahoo! Finance, and MSN Money Central. Mr. Vardy graduated from Stanford with a B.A. — with honors and distinction — in both Economics and History, and he also earned an M.A in Modern European Intellectual History. After winning a Fulbright Scholarship, he earned a J.D. degree at Harvard Law School where he was an editor of the Harvard International Law Journal. When not uncovering investment opportunities for his subscribers and investors, Mr. Vardy is a keep-fit enthusiast and an avid student of classical music.  

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