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View Poll Results: How much of the stock portion of your portfolio is in International stock?
0% 10 8.40%
1-5% 8 6.72%
5-10% 18 15.13%
10-15% 21 17.65%
15-20% 16 13.45%
over 20% 46 38.66%
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How much of the stock portion of your portfolio is International?
Old 10-26-2012, 07:09 PM   #1
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How much of the stock portion of your portfolio is International?

Vanguard is now recommending that we should keep 18% of our portfolio in International (headquartered outside of the US) stocks. This is an increase of 12% from last year. How much of your portfolio is in International stock?
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Old 10-26-2012, 07:46 PM   #2
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Quote:
Originally Posted by hpnutty View Post
Vanguard is now recommending that we should keep 18% of our portfolio in International (headquartered outside of the US) stocks. This is an increase of 12% from last year. How much of your portfolio is in International stock?
Do you have a link to the article?

18% of entire portfolio regardless of age? or 18% of the stock portion of portfolio?
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Old 10-26-2012, 07:55 PM   #3
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Originally Posted by Alan View Post
Do you have a link to the article?

18% of entire portfolio regardless of age? or 18% of the stock portion of portfolio?
Part of a conversation with my Vanguard CFP today. No link.
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Old 10-26-2012, 07:57 PM   #4
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18% of total regardless of age.
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Old 10-26-2012, 08:42 PM   #5
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Part of a conversation with my Vanguard CFP today. No link.
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Originally Posted by hpnutty View Post
18% of total regardless of age.
I assume that if it is after a review with yourself, then it will be tailored to your circumstances.

e.g. I can't see an 80 year old being advised to keep 18% of their total portfolio in international stocks.

I guess what I am saying is that your poll will not mean a lot if you are looking to see what others in a similar situation as yourself are doing.
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Old 10-26-2012, 09:47 PM   #6
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I'm surprised your top category is only 20%. My target is that international should be 40% of equities which is 73% of my total portfolio.
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Old 10-26-2012, 09:47 PM   #7
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I assume that if it is after a review with yourself, then it will be tailored to your circumstances.

e.g. I can't see an 80 year old being advised to keep 18% of their total portfolio in international stocks.

I guess what I am saying is that your poll will not mean a lot if you are looking to see what others in a similar situation as yourself are doing.
Agreed with your assessment. I think I should have changed the poll to read what percentage of your stock investment is in international stocks? Alan, since you are a mod how about we delete this thread and start again with the appropriate question and categories that are more appropriate?
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Old 10-26-2012, 09:57 PM   #8
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I changed the title and poll to reflect the stock portion of one's portfolio.

That should work I think as each asset class should be diversified. (according to many)
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Old 10-26-2012, 10:12 PM   #9
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I currently have 27% according to Portfolio Watch which gives me an "OK - Your investments in foreign stocks are adding an important level of diversification to your portfolio". My current target is 25% of equities.
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Old 10-26-2012, 10:34 PM   #10
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About 5% for me. I get currency diversification in other ways.
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Old 10-26-2012, 11:13 PM   #11
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Tops out at 20%? I'm at 50%, roughly following global market cap and equal portfolio AA weighting. More to rebalance with, and in the long run international stocks should perform about the same as the U.S., only different.
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Old 10-26-2012, 11:45 PM   #12
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0%, although many of the stocks in my portfolio derive a majority of their earnings from outside the US.
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Old 10-27-2012, 12:13 AM   #13
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70% of my portfolio is in equities. Of that 70%, 1/3 of it is in international.
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Old 10-27-2012, 03:39 AM   #14
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Old 10-27-2012, 05:28 AM   #15
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Currently 20.6% . My personal range is 20-25% of equities
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Old 10-27-2012, 09:25 AM   #16
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5% of total portfolio in International which equals just under 10% of my equities allocation.
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Old 10-27-2012, 09:35 AM   #17
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25% international (compared to all equities held) for us...

I can't see ever going below this percentage with the equity holdings that I/DW hold.

Heck, our heavy investment in the health care (drugs, development, services) sector has most of the companies based in Euroland, along with various other sectors in the world, outside of health care.

It's a flat earth for equity investments, IMHO.
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Old 10-27-2012, 09:53 AM   #18
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The equities portion is 38% of of the portfolio, of which 12% is international.
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Old 10-27-2012, 12:02 PM   #19
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Equities are ~85% of total investment portfolio*
Foreign stocks are ~33% of the equities (28% of total investments).


*Basically, all holdings (REITs, utilities, which aren't bond ETFs or preferred stocks are lumped as "equities". Also excludes money held in savings bonds earmarked for paying off the house.

Also, because it's not that critical of a calculation, and because my portfolio has an unwieldy # of holdings (exceeding 400), I marked down the numbers above by 1% to reflect small positions in Wellesley/Wellington/etc. which have some bond holdings.
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Old 10-27-2012, 12:34 PM   #20
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This 2009 post by the Oblivious Investor provides a good overview:

International Allocation: Maximum and Minimum

He mentions Vanguard's recommendations. Based on a Vanguard report I read, I ended up choosing 30%.
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