Delawaredave5
Full time employment: Posting here.
- Joined
- Dec 22, 2004
- Messages
- 699
60% stocks with 50% of the stocks international (30% of overall portfolio). And US stocks are tilted towards large cap global companies. Also started buying global REIT (FIREX from Fidelity and looking at others).
I think these numbers are close - the US is:
5% of world's population, which has
15% of the world's consumption, which uses
20% of the world's energy, and the US market capitalization is
50% of global market capitalization
I do not see how this "extreme concentration of energy, consumption, and capitalization" can continue.
I just gotta believe that over the next 20 years the return on capital and equities internationally has to be higher than US.
And if the international returns are not greater, they'll be equal or close -- and hopefully "smooth out" returns overall.
I think these numbers are close - the US is:
5% of world's population, which has
15% of the world's consumption, which uses
20% of the world's energy, and the US market capitalization is
50% of global market capitalization
I do not see how this "extreme concentration of energy, consumption, and capitalization" can continue.
I just gotta believe that over the next 20 years the return on capital and equities internationally has to be higher than US.
And if the international returns are not greater, they'll be equal or close -- and hopefully "smooth out" returns overall.