View Poll Results: What's thr %age of foreign equities in your portfolio
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0-10%
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12 |
11.01% |
10-20%
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31 |
28.44% |
20-30%
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32 |
29.36% |
30-40%
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18 |
16.51% |
40-50%
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12 |
11.01% |
More than 50%
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4 |
3.67% |
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What %age of foreign equities do you own
12-19-2007, 10:31 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 4,872
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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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12-19-2007, 10:37 PM
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#2
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Full time employment: Posting here.
Join Date: Mar 2007
Posts: 577
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Target is 25% and I'm just a little over that now.
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12-20-2007, 12:05 AM
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#3
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Recycles dryer sheets
Join Date: Mar 2006
Posts: 255
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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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12-20-2007, 12:40 AM
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#4
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Dryer sheet wannabe
Join Date: Dec 2007
Posts: 20
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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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12-20-2007, 03:07 AM
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#5
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,708
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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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learn, work, save, invest, fire
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12-20-2007, 06:27 AM
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#6
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 4,872
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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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12-20-2007, 06:34 AM
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#7
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Moderator Emeritus
Join Date: Feb 2006
Location: San Francisco
Posts: 8,827
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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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Rich
San Francisco Area
ESR'd March 2010. FIRE'd January 2011.
As if you didn't know..If the above message contains medical content, it's NOT intended as advice, and may not be accurate, applicable or sufficient. Don't rely on it for any purpose. Consult your own doctor for all medical advice.
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12-20-2007, 07:31 AM
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#8
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,769
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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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12-20-2007, 07:41 AM
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#9
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Full time employment: Posting here.
Join Date: Nov 2005
Posts: 655
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Currently 20% of my stock porfolio is in Vangard Total International.
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12-20-2007, 07:47 AM
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#10
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Full time employment: Posting here.
Join Date: Oct 2007
Posts: 623
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24%
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12-20-2007, 08:06 AM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,067
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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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Retired 3/31/2007@52
Investing style: Full time wuss.
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12-20-2007, 08:19 AM
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#12
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 4,872
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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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12-20-2007, 08:59 AM
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#13
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Full time employment: Posting here.
Join Date: Oct 2007
Posts: 623
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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.
__________________
"Making deliberate choices about how to spend your money and your time is the essence of making the most of your life energy." -Bill Perkins, Die With Zero
"I've traded love for pennies, sold my soul for less" -Jim Croce, Age
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12-20-2007, 09:10 AM
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#14
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Moderator Emeritus
Join Date: Sep 2007
Posts: 17,773
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We keep 10 percent in FDIVX. Which category do you want me to check ?
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12-20-2007, 09:45 AM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2007
Posts: 13,202
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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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12-20-2007, 10:31 AM
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#16
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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Quote:
Originally Posted by nun
I'd be interested to hear why some folks have greater than 50% of their portfolio in foreign equity.
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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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12-20-2007, 10:35 AM
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#17
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 4,872
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Quote:
Originally Posted by LOL!
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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I completely agree
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12-20-2007, 10:37 AM
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#18
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Thinks s/he gets paid by the post
Join Date: Apr 2007
Location: west bloomfield MI
Posts: 2,223
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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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12-20-2007, 10:39 AM
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#19
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Recycles dryer sheets
Join Date: Aug 2007
Location: S.W. Minnesota
Posts: 134
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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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12-20-2007, 10:45 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Apr 2007
Location: west bloomfield MI
Posts: 2,223
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Quote:
Originally Posted by nun
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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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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Light travels faster than sound. That is why some people appear bright until you hear them speak. One person's stupidity is another person's job security.
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