Thinking Ahead to Cheap Emerging Markets

At some point, the U.S. dollar will be extremely overvalued and emerging markets dirt cheap. This is the type of fund that you'll want on your radar. Maybe not this fund exactly, but the holdings in it or something similar. SDIV currently yields about 5 percent based on recent monthly dividends. I'd wager the low yield might be something like 2.5 percent in a nasty global recession. However, the yield on a buy at the low, at the next cyclical peak, might be something on the order of 20 percent or more.