2/9/11: New Portfolio Additions, Sell Advice

Market Vectors Coal ETF (NYSE: KOL) is the best option for exchange-traded fund (ETF) investors seeking exposure to the global coal market. Rather than building its coal exposure through futures positions, Market Vectors Coal ETF invests in companies that derive at least half of their revenue from the coal industry. The fund’s holdings cover all aspects of the coal industry, from miners to equipment manufacturers.

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IShares MSCI Taiwan (NYSE: EWT) is the latest addition to our Short-Term Opportunities Portfolio. The Taiwanese economy benefits from several tailwinds. Over the short term, the island will reap the rewards of strong economic growth in developed countries, especially growth related to the up-cycle in technology. Meanwhile, higher levels of integration with the mainland will drive long-term economic growth for the island. Buying into Taiwan now will allow investors to profit from both angles.

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