Group 1 - The outlook for 2026 suggests that international stocks may present some of the best investment opportunities as the US market rally continues into its fourth year [1][4] - There is a growing interest in global equities as a diversification strategy, particularly due to high valuations in the tech sector and concerns about a potential AI bubble [2][4] - Morningstar has compiled a list of top international equity funds and ETFs, focusing on those with low-cost primary share classes and a gold Morningstar Medalist Rating, all rated as "Buy" [3] Group 2 - The Fidelity Total International Index Fund has a fund size of $19.1 billion, an expense ratio of 0.06, and a year-to-date performance of +26.7% [5] - The iShares Core MSCI Total International Stock ETF has a fund size of $51.7 billion, an expense ratio of 0.07, and a year-to-date performance of +25% [6] - The iShares MSCI EAFE Value ETF has a fund size of $27.5 billion, an expense ratio of 0.31, and a year-to-date performance of +34% [7] - The American Funds New Perspective Fund has a fund size of $162.6 billion, an expense ratio of 0.41, and a year-to-date performance of +20.6% [8] - The JPMorgan Global Select Equity ETF has a fund size of $134.1 billion, an expense ratio of 0.47, and a year-to-date performance of +23.5% [9] - The JPMorgan International Equity Fund has a fund size of $7.2 billion, an expense ratio of 0.47, and a year-to-date performance of +11% [10] - The American Funds EUPAC Fund has a fund size of $5.2 billion, an expense ratio of 0.5, and a year-to-date performance of +20.9% [11]

Performance Summary - The iShares MSCI EAFE Value ETF (BATS: EFV) has delivered a total return of almost 33% in 2025, significantly outperforming the SPDR S&P 500 ETF (SPY), which has seen returns of less than half that amount [1]. Investment Strategy - The investment approach focuses on fundamental long-term perspectives, combining long stock positions with covered calls and cash secured puts [1]. - The analyst primarily covers REITs and financials, with occasional insights on ETFs and stocks influenced by macroeconomic trade ideas [1].

Core Insights - The iShares MSCI EAFE Value ETF (BATS: EFV) has outperformed the SPDR S&P 500 ETF (SPY) in 2025, achieving a total return of nearly 33%, which is more than double that of the S&P 500-tracking ETF [1] Investment Strategy - The investment approach focuses on fundamental long-term perspectives, combining long stock positions with covered calls and cash secured puts [1]