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| Name | International Investing- a drag or diversification strategy? |
| Video Uploader | Video From Blue Chip Family Media |
| Upload Date | This Video Uploaded At 18-07-2024 15:58:07 |
| Video Discription | In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Jonathan Johnson CPA, CFP®, CMT explore the topic of international versus domestic stock investments. They discuss the concept of being underweight in international stocks, why this is their current strategy, and the various factors influencing this decision. The conversation spans the challenges of finding innovative companies abroad, the impact of multinational companies on domestic portfolios, and the role of benchmarks in investment strategies. They also touch on the historical performance of international markets compared to the U.S. and analyze potential shifts in market leadership. Key Points From This Episode: [00:00:00] Make sure investing internationally is actually worth your while. [00:02:23] Explanation of what underweight means and how it is applied in their model. [00:03:26] Comparison of U.S. and international market cap indices. [00:04:02] Diversification strategies and the role of international stocks in a portfolio. [00:05:28] The importance of multinational companies in providing international exposure. [00:06:28] Revenue sources for domestic companies and their international exposure. [00:08:29] The impact of U.S. innovation and technology on market performance. [00:09:57] Challenges in finding high-growth companies in international markets. [00:10:45] The sector composition of international indices and its implications. [00:12:31] The diversification benefits of international stocks during market downturns. [00:15:08] Exploring the conditions for increasing international exposure. [00:17:09] The importance of innovation spreading to international markets. [00:18:44] Challenges of attracting IPOs to international exchanges. A message from the team: We are underweight in international stocks but NOT international economies. Our model weight is 8%, while the average advisor had an allocation of 21% last year. We are also underweight relative to global indexes. Or are we? When we choose which stocks to invest in, we like to ask the question, “Where is revenue actually coming from?” Our approach to international markets at Blue Chip Partners leverages exposure to large U.S.-based multinationals instead of mimicking a traditionally weighted international segment. We are exposed to international economies in what we believe to be a more fruitful way by investing in domestic companies that have international reach. It makes it easier to manage risk if you’re investing in a way that blends in exposure instead of picking a country. The target date funds/portfolio is your classic set-it-and-forget-it global “diversification” strategy. Target date funds are NOT how we diversify here at Blue Chip. To repeat, we’re underweight in international stocks, but NOT international economies. Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 Click here for important disclosure information: https://www.bluechippartners.com/disclosures/ Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/ Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/ Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/ Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. |
| Category | Education |
| Tags | Stocks | investing | invest | investments | financial planning | money market | bonds | bond market | retirement | finances | money | michigan | blue chip partners | blue chip stocks | pay day | make money | international investing |
