Also in this playlist...
This transcript is automatically generated
Well right now we have got a money manager who says don't let all this talk about -- -- away from international investment opportunities.
Mark Manson is the CEO of -- of money he'll explore countries right now that.
Maybe the viewers have not considered in their portfolio.
Maybe they should he joins -- -- -- Mason Ohio Mike hi it's good to see you by the lack.
And it's good view -- -- wonderful been awhile alright let's talk about this -- say that we should not be concerned about Europe.
That there are investment opportunities are you telling me to invest in your -- or -- -- looking at other opportunities -- -- the globe.
I think he should be invested in every country that have saved three trading stock market.
You know most investors get the idea that if you add international.
You're adding -- your portfolio.
Bitter reality you're actually reducing risk to your portfolio because controlling risk is all about having dis similar price movement in your portfolio.
So there -- many years where you know US stocks don't do well international does and you don't get to know in advance no one does.
What next year's going to be like so the best way to handle that is -- to diversification internationally.
Our let's talk about the countries that you.
That deal like actually happen to have the list right here front -- does isn't it sectors countries that are did well I think this is -- -- -- -- our attention to Belgium.
To Turkey in a Mexico -- how we talked about Turkey and I've talked to Bartlett Belgium Denmark taught -- -- -- about those two countries.
Yes I think most.
Investors really get focused on just -- large countries you know even if they're not.
-- out fully developed countries like China.
And they forget countries like Belgium and and Turkey and Israel.
And in Malaysia and -- in the Philippines and to build a diversified.
Portfolio that you need 45 different countries and -- Turkey and it is up over 33% this year.
Denmark and Belgium up both up over 22% this year so if you're not diversified -- you're missing out on a great opportunity to get some -- returns long term -- Also are talking a little bit about hair microbes have some micro caps -- can be very risky.
From an international perspective frankly because you know -- micro caps -- United States can be a little tough to invested.
Why would you recommend micro caps and nationally -- that's it for you that seems a little risky mark.
There well -- to build a diversified portfolio gonna blow your mind that you need international you need over 9000.
So you're not gonna get overweight any stock let me give me an example for example in not -- -- -- we -- company called man no corporation they make cards for they make parts for cars or bank of China and oldest banking -- and only oldest.
Bank in China more -- in Mexico cement economic to -- you have companies.
That probably you've never heard of before and that's how you build true diversification.
All right listen to tell me about how our viewers can actually do this because young men many of our viewers of the same time they -- -- go international but they usually do an index NE TF.
The trying to kind of spread the risk without having to pick names do you think at this point.
Considering a market -- -- in the fact that we haven't held a ton of growth this year in the US economy that we should be actually stock picking overseas.
I don't think anyone's ever stock -- not 75%.
Of the pros get it wrong year after year and those sweet spot that Pacific get lucky they don't repeat into the future so -- stock picking -- -- losers game.
What I want investor focus on something called a structured market portfolio in these portfolios.
Are able -- Access all these images every terms without you having to stock pick in incur all the buying and selling in churning that the brokerage what you get into talk.
Let's talk percentage then because you know it's my understanding that it -- got a 100% investment in stocks -- of -- 90% 20% international be considered.
Aggressive or risky kind of where would you put your international portfolios percentage basis investment if -- -- -- kind of thrown -- -- Yeah.
I mean when you look at the equity portion of your portfolio gonna remember that the US only accounts for about 45%.
Of the world capitalization now.
So it's not that was twenty years ago when we were 70% of the world capital the capital vision.
So even if you're thirty or 40% international with your equity portion.
You're still not up to a global allegations so we like 343%.
International and -- that percent may -- 1010 to 15% of that.
In not and in emerging markets.
Thirty to 40% international -- yet that does blow my mind a little bit maybe that isn't gonna -- they'll -- I had a a man as those that know Mark Madsen thank you very much and have the money -- my advisor movement.
Filter by section