Although EPP is an Asia-Pacific ETF that excludes Japan, it is tilts away from the region’s riskier equity markets with an almost 64% weight to Australia, which helps give EPP a trailing 12-month yield of 3.88%. [Consider Australian Dividends]
Alternative asset classes held by Lattice include gold, master limited partnerships and a stake in the Vanguard REIT ETF (NYSEArca: VNQ), the largest REIT ETF. S&P Capital IQ also rates VNQ overweight.
“Lattice makes adjustments to the broader asset allocation and the narrower investment styles on a quarterly basis, but harvests tax losses while maintaining intended exposures to create tax efficiencies. There were forty ETFs and mutual funds inside ROC 70, providing ample diversification in our opinion,” said S&P Capital IQ.
iShares MSCI Pacific ex Japan ETF
Tom Lydon’s clients own shares of SPY and VNQ.