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How to Know if You Are Really a 'Value' Investor

While there is undoubtedly significant "value" within this group, you'll be hard pressed to find any value investors on financial media pitching these names. The reason for that goes back to the idea of herding. How many portfolio managers today would be willing to incur the ridicule of their investors and career risk by showing a significant position in junior gold miners or Indian small caps? Again, few if any -- which is why true value investors are hard to come by.

As we are fast approaching the end of the year, at the very least this is food for thought. If history is any guide, the best investments over the past three years are unlikely to be the best investments over the next three years or even in 2014. Don't be surprised if one year from now some of the most hated investments of today are suddenly back in vogue.

Best Performing Equity Themes (ETFs) over the Past Three Years:

  1. Biotechnology (BBH): +165%.
  2. Small-Cap Health Care (PSCH): +107%
  3. Pharmaceuticals (XPH): +100%.
  4. Homebuilders (XHB): +92%.
  5. Retailers (XRT): +88%
  6. Media (PBS): +84%.
  7. Ireland (EIRL): +83%
  8. Consumer Discretionary (XLY): +82%
  9. Aerospace & Defense (ITA): +82%
  10. Internet (PNQI): +80%.

Worst Performing Equity Themes (ETFs) over the Past Three Years:

  1. Junior Gold Miners (GDXJ): -79%
  2. Gold Miners (GDX): -65%
  3. Global Platinum (PLTM): -62%
  4. India Small-Caps (SCIF): -60%
  5. Silver Miners (SIL): -56%
  6. Solar Energy (KWT): -54%
  7. Rare Earth/Strategic Metals (REMX): -52%
  8. Copper Miners (COPX): -46%
  9. China Materials (CHIM): -46%
  10. Brazil Small-Caps (BRF): -38%

At the time of publication the author had no position in any of the stocks mentioned.

This article was written by an independent contributor, separate from TheStreet's regular news coverage.


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