What does it mean when you say "the international guys"?For all of the thousands of international versus USA threads, I usually end by saying let’s just agree to disagree. As long as you’re happy with your choices, and I am happy with my choices, we can let sleeping dogs lie. But a lot of times the international guys say no you clearly don’t understand the issues. I’m like yes I do. I just come to different conclusions.As mentioned, I used to have a higher int'l allocation a decade or more ago (including a heavy allocation to unhedged foreign bonds). Since then, I settled on 10% to 12% of equities in int'l (and no foreign bonds). So, in terms of the OP's Page 1 vernacular, I'm one of "The Compromise" guys (and a bit tamer than the 20% indicated there).It’s funny, I thought I remembered you, as being one of the big international balanced guys. Welcome to the dark side!Thank you for your support.What they are is one of the reasonable people who is good at presenting a logical argument from any perspective, and who always manages to stay polite.
Teachable moments.Sometimes I spar with people on points of reasoning, even if my conclusions about allocation might be similar to theirs. Earlier in the thread, someone rejected "diversification" as a reason to include int'l, which I think is a valid reason to include it, but I'm not saying that this forces a conclusion. There are valid reasons to do, and valid reasons not to do, and it's everyone's legitimate right to decide for themselves (as I said, everyone gets to captain their own ship). But when people use their reasons to say "this is why other people are wrong", sometimes I react to that.No my recollection is he was one of the international advocates. I think there’s like four or five who swear it’s foolish If you do anything other than a fully balanced world portfolio. Until very recently, I haven’t seen people advocating for one side, and then advocating for the other side. I think Craig, tester, Han solo, you, I think, upper N W maybe, a couple others.
That being said, I'm a "mostly US" guy myself, and I think I can agree with a lot of what you said about it, at least hypothetically (even while I see nothing wrong with people going world market cap for whatever reasons... I just don't do it myself).
Are you saying people who saying you should overweight international?
Statistics: Posted by watchnerd — Wed Dec 20, 2023 11:48 pm — Replies 3679 — Views 206566