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Some adjustments I've made due to the challenging trade environment
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SFL EPOL HYG SCHD IXC XLU MO also pays a good dividend but I am worried about declining tobacco use
EPOL does look very tempting. Better pe, p/b, p/s, p/fcf, and dividends than VXUS. Very solid returns over the past few years too
I wouldn't add more. Orlen gained on the Strait of Hormuz closure and it'll be likely trending down to pre-war levels over the next few months. KGHM raised a lot on what appears to be increased copper price and if it'll continue being in demand it can trade higher for a few more years but most of the gains are in. The rest is a lot of boring consumer banks that don't have moat, don't expect much from that. And I don't think PLN will get stronger, it'll stay around that level. We don't have a squeeze on energy companies since AI datacenters aren't building here in significant numbers, probably due to high electricity cost. Would you invest in 10 small bank stocks like CBSH, WTFC, AX, FHN, ExxonMobil and Freeport-McMoRan? That's basically what most of EPOL is. It's a decent diversification strategy, but it's devoid of the tech-heavy top that US has and I think that growth in US will be much better in the next 1-5 years due to that. Personally I'm 100% in currency hedged SP500.
There are no defense companies in EPOL ETF, I just checked. I'm a Pole, we don't have any big publicly traded defense companies. I don't think most of them are even profitable.
Sure, there are a million thematic ETFs that won’t or mostly won’t include AI or tech stocks. XLI is all industrials. ITA is all defense/aerospace stocks. XLE is all energy stocks. XLU is all utilities. VCR is all consumer discretionary. You could also pick countries that don’t have any AI companies. ARGT is all Argentine stocks. EWA is all Australian stocks. EPOL is all polish stocks. For something that \*mostly\* avoids AI stocks, you could buy a dividend ETF like SCHD or VIG. These are all just examples. If you want to avoid AI exposure, there are a lot of ways to do it with low expense ratio ETFs.
If I understand correctly, you are making two decisions. One, you buy the shares. Two, you sell them. This is a mistake as you cannot determine future price movements. Instead of buying or selling, you should sell a percentage, say 20 pct or 50 pct when you have significant gains. Let the rest ride. To reduce potential losses, you should always set a stop limit order after you purchase shares. The exception is if you plan to hold it forever, like me with BRKB or EPOL.
DGS 15% WisdomTree EM SC Div VNM 13% VanEck Vietnam ARGT 12% Global X Argentina GREK 11% Global X Greece EPU 10% iShares Peru COLO 9% Global X Colombia EPOL 9% iShares Poland EWW 8% iShares Mexico ASHR 5% Xtrackers CSI 300 EZA 4% iShares South Africa EIS 4% iShares Israel Yes Claude/Gemini/GPT helped with allocations %
Something out my wheelhouse but has my interest, but anyone here follow the Polish ETF EPOL? Just found out that Poland is now the 20th largest economy and seems to have a lot of tailwinds for the country. Was curious if anyone has any insights?
I am in EWY, EWZ, EEM. July calls Saw EPU (Peru) is actually as good as Korea. Then EWP, EPOL, even EWC, and many different Es are rocketing up, new ATH daily.
Going to buy ODFJELL DRILLING LTD and pick up some more EPOL.
LMAO if you ever leared to zoom out EMZ up 9% past 5 years, 100% over 26 years EWY: 39% 5 years, 560% in 26 years EPOL: literally was negative in 16 years until it this year 😂🤣😂🤣 EWX: 440% in 30 years EWI: 110% in 30 years You Europoors are really bragging about this horrific gains QQQ is up 2700% since the 08 crash
Imagine being Pam, who is bragging on a measly 16% gain on SPY on an entire year. Whereas, EWY (South Korea) is up 137% annually EWZ (Brazil) is 51% EPOL (Poland) is up 52%, TSX 60/EWC (Canada) is up 35%, EWI (Italiy) is up 43%, FEZ (Euro Large Cap) is up 27% I can go on so, so, soo many South American, Asian and European countries whose indexes are boomtown, ripfest, new moon every day compared to SPY at this point. Thank you for coming to my Ted talk.
I have EPOL ETF as well as a couple of individual stocks (DOM Development, Diagnostyka).
I bought the Poland ETF EPOL 3 times last year and again last week. It's one of my top pics. The only thing I bought on the current dip was RMBY but that is an easy trade if you turn around and sell it for a 15 pct gain. EUAD is a nice ETF as well but not buying more. I want to buy AMZN and the SKYY ETF after foolishly selling during the April 2025 dip.
Gather around good folks, I call this, the 'every man for himself trade', nations are treating their own stock exchange like national olympics: 1Y performance: SPY: 15.04% TSX (Canada): 32% EWZ (Brazil): 54.68% EPOL (Poland): 62.21% EWI (Italy): 44.64% EWP (Spain): 64.6% EWY (South Korea): 131.29% (this really is crazy, lol) Freakin' things are ripping, I can list several more national indexes just boomtowns, and what's interesting is that many fund managers with international and even emerging mandates tend to OVERLOOK above nations, still favoring Japan, China, France, Germany, the U.K often times.
Being invested in a foreign currency is the best thing you can do at the moment, I don't get how people are so emotionally reactive and quick to dismiss a very serious problem of poverty increasing, and a real threat of civil war. Personally, I'm in Poland ETF EPOL, for two reasons. One, is that they are positioned beside Ukraine, and when it begins the rebuilding process, many companies listed on the Warsaw Exchange will benefit from contracts, which will flow through the ETFs largest holding PKO bank. Second, the currency is gaining strength as their economy explodes. Even the Canadian dollar is losing value against the Polish Zloty. U.S. tech is still going higher, but you need to be extremely selective, like AMKR, ENS . Good luck!
European ETFs. MSCI & First Trust have ones that track country stock indexes. EPOL, EWO, FDD for Poland, Germany, Austria did really well in 2025.
MSCI Poland (EPOL) is the best ETF for Poland. I’ve failed to find an ETF for Hungry or Czech.
MSCI Poland & Austria (EWO & EPOL) First Trust Germany (FGM) Those ETFs track country stock indexes. It’s the only way to invest in stocks that aren’t available for sale outside their country.
EPOL Polish economy is catching up to the old EU.
Not sure how unless you jumped in at the literal peak a few months ago or something. EPOL returns : 40% 1yr, 50% 3 yr, almost 18% 5 year
Have you guys seen EWP and EPOL Spain and Polish markets up 50%+ this year over SPYs 12.6%
Polish exports to Israel have been gaining near double digits per year so maybe EPOL ETF?
Fucking dumb logic “Oh, you own shares in EPOL why don’t you live in Poland” Bozo
Europe and Asia have robust markets, if not always as profitable. Look at Poland (EPOL) and S Korea (KDEF), for example. Poland's economy is doing quite well.
South Africa / EZA, Columbia / COLO, Chile / ECH, Greece / GREK, China Small Cap ECNS, Canada EWC, Poland EPOL, etc and a good number of other. Lots in Latin America, Africa, and East Asia.
But you could have bought Polish stocks (EPOL) and also done much better and avoided investing in an apartheid state for a year or two.
Yeah, these things happen, and you can always find little companies overseas that do very well, seemingly out of nowhere simply because they receive no publicity and there is a bias favor of the SP 500, but even more in favor of Mag 7 and a relatively small amount of well known tech, meme, and other stocks. The Ishares Msci Poland ETF (EPOL) is up significantly YTD, and you never hear anything about Polish stocks, for example. Who in the USA has heard of Powszechny Zaklad Ubezpieczen SA (PZU.WA)?
ETFs for international diversification: UAE, QAT, EPOL, ECH (Emirates, Qatar, Poland, Chile)
Lately I’ve had success with EPOL, a Poland focused ETF, and EWP, a Spain focused ETF. I see these countries as having growing potential, but I’m no economist.
Take a look at EWP EPOL DAX YTD and the inflows…. ;-)
Maybe buy $GLD Or $AAAU with some of your gains so you can capitalize on this shitshow Europe ETFs like $EPOL, $EWO, and $EWG are going crazy as well
I diversify with vxus alongside regional etfs inside my Roth IRA. Mexico EWW, Canada EWC, Japan DXJ and EWJ, Finland EFNL, Poland EPOL, Argentina ARGT, India INDA and EPI. Been with these for three years now. India is down a bit past few months though but I’m holding until retirement. I’d check out some of the different regional ETFs, there’s several of different countries with different specifics.
RNMBY EPOL for Poland. Use Google. Country ETFs are a thing.
How I got them was on Schwab > Research > ETFs > Find ETFs > Category filter > Other regions. But I have ones like ECH for Chile, EPOL for Poland, EWW for Mexico, EZA for South Africa, I think they are mostly iShares funds.
If anyone is looking for swing trades or longer term trades/investments, I honestly, very strongly, think it’s time to go into European industrials and defense. Defense is way harder to invest in and the better etfs are on European exchanges but there are a couple ETFs here. Also some industrial names are dual listed (EPOL IEUR EZU SIEGY BAESY). Also Poland has been buying a lot of South Korean military equipment. Theres definitely going to be a preference for domestic production but you have to fill the gaps. Finally, I think Canada is going to look into providing EU energy.
EPOL is the ETF I use for my Poland investment! I bought it when it was a little higher as I believe the Russia threat is overplayed, and Poland is unfairly discounted
Everything down except for like RL and EPOL 
Actually not a bad question… I’m in iShares EPOL and it’s absolutely ripping this year. Nice brain, regard.
EPOL ↑78% since OP posted. Great thread.
I have had more international exposure this year than ever before. I don't like China generally but do have an average sized position in PDD. I like how far they have distanced themselves from the CCP. I have average positions in India INDA, Mexico EWW, Brazil EWZ. And then some small positions in Chile ECH, Vietnam VNM, and Poland EPOL.
I've been big on internationals for a couple months. INDA, EWW, EWZ, VNM, ECH, EPOL. Weaker dollar helps all these.
it's another bubble. the equal weight S&P 500 is down about 1% so far this year ... most of the gains this year come from a handful of stocks. the overall market is not doing very well. >but the only thing that goes up is still VOO/QQQ how widely are you looking? EPOL and EDEN are both up over 8% YTD.
For a lot of reasons I won't get into, I don't think a big financial bet on the future of Ukraine is a good idea, and I believe they do thoroughly win this war. That said, I think a big bet on Poland is a great bet because of this war. Poland is already an underappreciated economic force, and for obvious reasons they are going to be receiving US defense technical expertise and funding more going forward. EPOL is a place to start researching.
FEZ, EZU. EPOL, EWW, maybe GRK.
EPOL has done better than the continent average since the war started, presumably because Poland has gained a lot of workers and has demand for supplies. Might be better to invest directly in Russia or the Ukraine depending on who you think is going to come out ahead, though Ukraine is probably loaded with debt now and Russian sanctions probably won't go away if they keep big chunks of Ukraine. KER.WA and AST.WA may be worth considering if you think Ukraine will recover.
EPOL for Poland but no idea otherwise.
$EPOL See [here](https://www.ishares.com/us/products/239676/ishares-msci-poland-capped-etf).
I am. EPOL today. AVDV most of the time
Just noticed I can buy a Poland ETF here in the US, EPOL, and now I'm curious. Europe's clean energy policies set them up for an energy argmaggedon this winter so I wouldn't buy anything now
I shares Poland EPOL Hasn't done me any good...
I shares Poland EPOL Hasn't done me any good...
I shares Poland EPOL Hasn't done me any good...
Yeah lol I got rinsed from that. I thought it would be a disaster and out of character with Putin's previous small scale operations for quick political wins. The risk reward seemed completely unfavorable. I've learnt a valuable lesson to never underestimate the stupidity of authoritarians. I've trimmed my China exposure, waiting for party conference end of year and if Xi doesn't suffer some form of defeat I'm out for good. I try and invest in moments of peak panic, because 9 times out of 10 it's overblown. Panic is inherently illogical. I bought Tyson Foods when they were under investigation for price fixing. JinkoSolar during the Chinese stock route. Indian etfs during the big corona outbreak. BHP during the iron ore crash. Most recent EPAM, EPOL and Veon during the Russian invasion. Those worked out but sometimes the panic is justified and you get rinsed. So it goes I guess. On balance the strategy has been quite successful. I got out of my Russian stocks within 24 hours of it becoming clear it was a real invasion so only took a small loss. I actually ended up overall because of the other stuff I did.
where did all ukrainian refugees go? poland which country has stood by ukraine for this entire conflict? poland which country’s people are known as the “mexicans of europe” and are very good at thankless construction jobs? poland long poland etf (EPOL) theyre about to make so much $$$ rebuilding ukraine 🇵🇱
Those previous prices would have weight if the trend wasn't down. Unlike US stocks, Polish stocks trend down over time. It was 38 bucks in 2010. Since then the highs have been lower and lower. It is only about 8-10% off the price just prior to the invasion, if you don't want me using nominal values. That's not a lot. I would argue it being down 10% with a war going on in its neighboring country and the largest power next to it being extremely hostile to be a warranted drop. Even if the war ends soon Poland will be in a permanently worse position. The risk/return is awful for a Poland trade. If it goes down at all you don't even have a long term play because historically their returns are negative in the long run. There are MUCH better ways to play the war short term if you want to bet on the war ending soon. EPOL is a shit trade in every way and you won't admit it because of your ego.
Yeah. You don't seem real good with thorough. EPOL was at $22 before tensions started and continued to decline as the tensions turned into a war. More importantly, over the last 5 years, its consistent resistance/support and largest trading volume is around $22/$23 If you're judging if a move is big or small based on the dollar value of that move, you're gonna have a bad time. A $1.50 increase in AMZN price is nothing. In a stock worth $15 it's 10%. EPOL is a short term play that has inherent risk. If the war ends, it sails. If the war persists the stock will flounder. If Putin does any really fucked uo shit, the stock could zero. Best of luck to you.
That doesn't make sense either. EPOL is already higher than where it was trading before the invasion. It was lower on 2/21/22.
They still own them. Bet on the good guys ---> EPOL
I invested very heavily into EPOL last year. In fact it's my biggest holding. Then Putin invaded Ukraine. Not sure what the takeaway would be here.
Do as much research about the country and companies as you can. Use [Google.pl](https://Google.pl) and search in Polish. Use DeepL to translate. Pretend you have the knowledge of a 12-year-old. Don't assume anything in foreign markets without researching first. I have been also eyeing Poland (namely the EPOL ETF). Just keep in mind that there are significant risks. Poland is very dependent on the economies of its neighbors. It's governmental situation isn't ideal. The country has greatly increased in wealth over the last decade but don't just assume this will continue-- research this yourself.
Polish Citizen here. since PLN trades at lows to USD that weren't seen since dot.com bubble bust it is good time to invest currency wise. moreover Polish stocks are dirty cheap now. especially after Russian invasion on Ukraine. maybe allegro and cdproject are expensive. if you want to invest in polish market i would suggest to check other brokerage companies that offer access to our stock exchange. I'm aware that interactive brokers offers that. this way you can buy stock directly on our exchange. another option would be to look for stocks ADRs available in US and just buy them (pko, pzu, Ukrainian stocks all have ADRs). last possible option is to buy etf on Polish market, EPOL is way to go. tax wise, if you buy dividend stocks from polish market 19% tax will be deducted.
I would recommend Polish market (ETF EPOL). Poland is expected to continue the astonishing growth of GDP.