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International percentage

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  • Molar Mechanic Molar Mechanic 
    Participant
    Status: Dentist, Small Business Owner
    Posts: 408
    Joined: 10/29/2017

    I hold a begrudging 10%.  My brain tells me I shouldn’t even have that, but in deference to the professionals who advise to hold some international, I do.

    #169856 Reply
    Liked by Craigy
    Avatar Peds 
    Moderator
    Status: Physician
    Posts: 4671
    Joined: 01/08/2016

    I hold a begrudging 10%.  My brain tells me I shouldn’t even have that, but in deference to the professionals who advise to hold some international, I do.

    Click to expand…

    lol. you sound exactly like my mom.

    #169857 Reply
    The White Coat Investor The White Coat Investor 
    Keymaster
    Status: Physician
    Posts: 4601
    Joined: 05/13/2011

    I am currently at 15% international and considering increasing to 20-25%.

     

    I was hoping the members of the forum would not mind sharing their international percents and any opinions they have.

    Click to expand…

    20% of portfolio, 1/3 of stocks.

    I think the acceptable range is between 0 and 50% of stocks and personally I’d recommend 20-50% of stocks so I like your move. But there are many roads to Dublin.

    For those who are reading stuff on the internet now that is the equivalent of “International stocks are a black hole” take a look at the Periodic Table of Returns.

    The latest shows returns 1998 to 2017.

    https://www.standard.com/eforms/13499.pdf

    Precisely half the time (10/20) International Beat US. However, in the last five years, US has won 4 out of 5. I don’t think I’d bet on that trend being indefinite. International will again have its time in the sun.

    Here’s a similar chart from 1990-2009, giving us 9 more years of data. International won 2 of those 9.

    http://elmadvisors.com/wp-content/uploads/Callan_2009_yr_end_letter.pdf

    The period just before then was dominated by international stocks. And before that, US. And before that, international.

    https://seekingalpha.com/article/4074001-u-s-vs-global-stocks-rolling-return-comparison

    The message? Pick a reasonable percentage and stick with it. It’ll work out.

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    Site/Forum Owner, Emergency Physician, Blogger, and author of The White Coat Investor: A Doctor's Guide to Personal Finance and Investing
    Helping Those Who Wear The White Coat Get A "Fair Shake" on Wall Street since 2011

    #169873 Reply
    Molar Mechanic Molar Mechanic 
    Participant
    Status: Dentist, Small Business Owner
    Posts: 408
    Joined: 10/29/2017

    I hold a begrudging 10%.  I figure if the preponderance of those who study finance suggest it, I should listen.

     

    Edit:  I have no idea how I double posted 75 minutes apart.

    #169879 Reply
    Craigy Craigy 
    Participant
    Status: Spouse
    Posts: 2105
    Joined: 09/16/2016

    0%

    LEVEL 1 WCI FORUM MEMBER.

    #169883 Reply
    Liked by Zaphod
    Avatar dayman 
    Participant
    Status: Physician
    Posts: 77
    Joined: 12/09/2017

    A bit surprised most are so low. 50% of my equities are international, so 40% of total portfolio. Malkiel recommends 50/50 in in A Random Walk

    #169888 Reply
    Drop it into MD Drop it into MD 
    Participant
    Status: Physician
    Posts: 440
    Joined: 09/20/2018

    A bit surprised most are so low. 50% of my equities are international, so 40% of total portfolio. Malkiel recommends 50/50 in in A Random Walk

    Click to expand…

    Funny that you mention that because that is what I am currently reading.  However in my opinion Malkiel is a boring author.  SO I have not gotten to his recommendation yet.

    #169889 Reply
    Avatar Peds 
    Moderator
    Status: Physician
    Posts: 4671
    Joined: 01/08/2016

    A bit surprised most are so low. … Malkiel recommends 50/50 in in A Random Walk

    hes also Chief Investment Adviser at Wealthfront but you dont see me over there.

    #169890 Reply

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