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How The Collapse Of The Russian Ruble Could Impact Your Portfolio

Published 28/02/2022, 16:41
© Reuters.  How The Collapse Of The Russian Ruble Could Impact Your Portfolio
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The Russian ruble was trading as low as 119 per U.S. dollar on Monday morning, down from 84 per dollar on Sunday, a decline of nearly 30%. The precipitous fall of Russia's currency comes in response to international backlash and sanctions against Russia following its invasion of Ukraine last week.

Russia's central bank announced on Monday that its stock and derivatives markets will remain closed on Monday, but plenty of Russia-linked stocks and ETFs are taking big hits in global markets on Monday.

Related Link: Gas Prices: Why Russia's Invasion Of Ukraine Will Increase Your Costs At The Pump

RSX And SPY (NYSE:SPY) Funds: One of biggest victims is understandably the VanEck Russia ETF (BATS: RSX), which was down 22.4% on Monday morning. The RSX ETF is exposed specifically to Russia, so investors should understand how much of an impact the turmoil in Russia will have on their investment. But other popular ETFs also have a limited amount of exposure to Russia.

According to FactSet, S&P 500 companies generate only about 1% of their total revenue from Russia and Ukraine, suggesting S&P 500 index funds like he popular SDPR S&P 500 ETF Trust (NYSE: SPY) are seeing extremely limited impact from the Russian conflict. Among S&P 500 companies, Philip Morris International Inc. (NYSE: NYSE:PM) generates the highest percentage of revenue from Russia and Ukraine at 8%.

PepsiCo, Inc. (NASDAQ: NASDAQ:PEP) and Mohawk Industries, Inc. (NYSE: MHK) are a distant second and third at under 4.5% of revenue each.

Other Russia-Exposed Funds: Investors who hold emerging markets ETFs have a small amount of exposure to Russia. About 2.7% of the popular Vanguard FTSE Emerging Markets ETF (NYSE: VWO) stock holdings are Russian stocks, while 2% of iShares Core MSCI Emerging Markets ETF (NYSE: IEMG) holdings are Russian. The WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM) has a particularly high exposure to Russian stocks at 6.3%.

A handful of other thematic ETFs have small exposure to Russia. The iShares MSCI Global Metals & Mining Producers ETF (BATS: PICK) fund has 2.4% exposure to Russia. The Amplify Lithium & Battery Technology ETF (NYSE: BATT) fund has 2.2% exposure.

In addition, several Russian stocks that trade directly on major U.S. stock exchanges have now been halted, including Yandex NV (NASDAQ: YNDX), QIWI PLC (NASDAQ: QIWI), Mechel PAO (NYSE: MTL), Ozon Holdings PLC (NASDAQ: OZON), HeadHunter Group PLC (NASDAQ: HHR) and Nexters Inc (NASDAQ: GDEV).

Benzinga's Take: Despite the recent volatility in the U.S. market, most American investors are extremely insulated from direct investment in Russia or the Russian economy. In the last five days, the RSX fund is down a staggering 42%, while the SPY fund is actually up 0.5%.

© 2022 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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