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Should a well diversified portfolio include international stock funds? That's the question I'm covering in this video. I'll first walk through several reasons an international stock fund is NOT necessary. Then I'll explain why I nevertheless invest in international stocks. Finally, I'll cover what I think is the most important factor as you decide what is best for your investment portfolio.

Video Outline

- U.S. vs. International
- Performance (Portfolio Visualizer)
- Current Valuations (VTI vs VXUS--Morningstar)
- Reasons NOT to own international stocks
1. Warren Buffett & Jack Bogle
- Warren Buffett Portfolio--[ Ссылка ]
- Bogle on Investing
- [ Ссылка ]
- [ Ссылка ]
2. International stocks may have lower valuations for a reason
3. The U.S. is the best place to invest
- entrepreneurial
- Soundest institutions
- Excellent governance
- Well diversified economy
4. U.S. companies do business around the world (so we already have int'l exposure)
- About 50% of revenue and earnings come from abroad
5. Diversification may not be that great
- U.S. Small Cap Value may provide more diversification
- [ Ссылка ]
6. Many countries are unstable politically, economically or both
- Why I own international stocks (and how much)
1. The U.S. dominance won't last forever
- 2021: [ Ссылка ]
- 1989: [ Ссылка ]
- Not a single company on the 1989 list made the 2021 list
- Valuations have soared
2. I prefer the added diversification
3. Valuations are lower than U.S. stocks
4. 20% to 30% is reasonable
5. I'm comfortable I can stick with the allocation long term

Investing Tools & Resources

📚 My Book (Retire Before Mom and Dad): [ Ссылка ]
📈 Personal Capital (Investment Tracking): [ Ссылка ]-
⛱ New Retirement: [ Ссылка ]
💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): [ Ссылка ]-
📊 Morningstar (Fund Research): [ Ссылка ]-
💵 Tiller (Budgeting): [ Ссылка ]-
🏆 Best Investment Tracking Apps: [ Ссылка ]

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#internationalstocks #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom ([ Ссылка ])

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

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