Like a liquid, money will always flow to fill a void. In 2012, there will be a lack of attractive voids where money can flow.
The top performing ETF on the entire list was the 20-Year+ Treasury ETF (TLT) with a gain of 28.82% in 2011.
The Wall Street Journal's 4-part film on how Europe has arrived at the brink of financial collapse, the major macroeconomic event impacting markets at the start of 2012.
We have been able to accomplish much of what we wanted during 2011 in the Covestor Relative Value portfolio.
The EM countries have less debt and a rising industrial and consumer base, in contrast to most of the developed world.
Be sure to check the sector allocation of an ETF to see if it really accomplishes what you're out to achieve.