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View Poll Results: What's thr %age of foreign equities in your portfolio
0-10% 12 11.01%
10-20% 31 28.44%
20-30% 32 29.36%
30-40% 18 16.51%
40-50% 12 11.01%
More than 50% 4 3.67%
Voters: 109. You may not vote on this poll

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What %age of foreign equities do you own
Old 12-19-2007, 11:31 PM   #1
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What %age of foreign equities do you own

Globalization is all the rage and China and Singapore are buying up US financial firms as fast as they can. So given that the most dynamic economies are abroad what fraction of your portfolio is foreign equities?

I'm at 35%
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Old 12-19-2007, 11:37 PM   #2
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Target is 25% and I'm just a little over that now.
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Old 12-20-2007, 01:05 AM   #3
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I'm at 35%. Some people advocate up to 50%, and others only 20%. The 35% level is where I'm comfortable. Given the declining dollar, it has helped my portfolio substantially this year (as have emerging markets). I rebalanced out of some emerging markets a couple of weeks ago, as that fund had exceeded my asset allocation targets by more than my cutoff tolerances.
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Old 12-20-2007, 01:40 AM   #4
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My foreign equities is as follows:

27% U.S. (from Canada)
28% International
2% Emerging Markets (BRIC)

I would like to bring up my U.S. to 30% and EM to 5%

Happy Holidays
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Old 12-20-2007, 04:07 AM   #5
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0%. Most countries do not have reporting standards or histories necessary for me to analyze the
companies. I also have a hard time getting a sense of the management quality. I rely on the
foreign components of the big US multinationals, which can be substantial.
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Old 12-20-2007, 07:27 AM   #6
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I'm surprised by the initial results of the poll; the %age of foreign equities is higher that I'd imagined. I own 35% foreigh equities as a hedge against the falling dollar as I plan to retire to Europe. Once I ER and emmigrate I plan to move to 40% foreign equity, 30% US equity and 30% bonds
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Old 12-20-2007, 07:34 AM   #7
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It's not quite the uncorrelated asset class that I once thought it was, but I'm sticking to 25% of stocks, as Vgd Total Intnl fund.
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Old 12-20-2007, 08:31 AM   #8
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I voted 10 - 20. Since I'm in Canuckistan, that means about 95 to you guys since my US exposure is about 5%.
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Old 12-20-2007, 08:41 AM   #9
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Currently 20% of my stock porfolio is in Vangard Total International.
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Old 12-20-2007, 08:47 AM   #10
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24%
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Old 12-20-2007, 09:06 AM   #11
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Just ran an overall portfolio analysis with Fidelity and it shows 32% U.S. and 14% foreign. So 46% stocks, 54% bonds/cash. About where I want to be.
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Old 12-20-2007, 09:19 AM   #12
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I'd be interested to hear why some folks have greater than 50% of their portfolio in foreign equity.
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Old 12-20-2007, 09:59 AM   #13
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nun,

I think you may be getting two different types of responses; % of total portfolio and % of equity portion of portfolio. My answer was % of total.

US equity is less than half of total world equity, and a world indexing strategy calls for >50% of equities to be ex-US. I'm guessing that's where you're getting the >50% from. Or, it may be from non-US investors.
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Old 12-20-2007, 10:10 AM   #14
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We keep 10 percent in FDIVX. Which category do you want me to check ?
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Old 12-20-2007, 10:45 AM   #15
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Some of the respondees have already indicated they aren't from the US. If you're from a small enough country, it probably makes a lot of sense to be > 50% foreign, especially with foreign including the US. I don't really have a good idea how much a typical foreign investor is in US stocks.
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Old 12-20-2007, 11:31 AM   #16
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Quote:
Originally Posted by nun View Post
I'd be interested to hear why some folks have greater than 50% of their portfolio in foreign equity.
Because the US is going down the tubes? Well, not quite, but the leadership position enjoyed by many US companies is waning. If I look around my house, neighborhood, city and state, I see lots of evidence of foreign goods and services. With the world being flat nowadays, why shouldn't I invest in emerging markets, Japan, the UK and Europe?
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Old 12-20-2007, 11:35 AM   #17
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Originally Posted by LOL! View Post
Because the US is going down the tubes? Well, not quite, but the leadership position enjoyed by many US companies is waning. If I look around my house, neighborhood, city and state, I see lots of evidence of foreign goods and services. With the world being flat nowadays, why shouldn't I invest in emerging markets, Japan, the UK and Europe?
I completely agree
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Old 12-20-2007, 11:37 AM   #18
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25%

T Rowe International Growth and income TGRIX (15% of rollover for me, 100% of wife's Roth)
T Rowe International Discovery PRDIX (10% of my rollover, 15% of my Roth)
T Rowe Overseas Stock TROSX (100% of wife's rollover)
American funds Europacific Fund REREX (25% of wife's 401k)
Vanguard International Value VTRIX (25% of my 401k)

also own T Rowe Spectrum Income RPSIX, which owns T Rowe International Bond fund and T Rowe Emerging Markets Bond fund.
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Old 12-20-2007, 11:39 AM   #19
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Was 60% two years ago. Been taking profits this year. Now down to 30%
the dollar has been going up now for a while. Probably time to get out.
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Old 12-20-2007, 11:45 AM   #20
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Quote:
Originally Posted by nun View Post
I'm surprised by the initial results of the poll; the %age of foreign equities is higher that I'd imagined. I own 35% foreigh equities as a hedge against the falling dollar as I plan to retire to Europe. Once I ER and emmigrate I plan to move to 40% foreign equity, 30% US equity and 30% bonds
It should be noted that around 50% of the returns for most Foreign equity funds are because of the falling dollar- the holdings of the funds are doing OK, probably no better than their US counterparts (my US funds did well in 2007, the falling dollar, IMO, made the foreign funds do MUCH better).

As I look forward, I am going to add a foreign currency position to my portfolio. For example a fund which invests in swiss francs or currencies of other countries (foreign money market if you will).

One such fund is PRPFX (Permanent Portfolio)- but that fund is not a pure currency play, it just holds around 10-20% of it's NAV in swiss francs.

I think the falling dollar is the next bubble to pop. So I keep my foreign funds at 25% overall, and keep taking profits when I rebalance 2X per year.
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