Risk Parity Radio

Episode 393: International Questions From The Europeanish, A Pesky 401a And Portfolio Reviews As Of January 10, 2025

Jan 12, 2025
Listeners dive into the world of U.S. Treasury bonds versus European options, exploring their role in recession protection. The podcast challenges misconceptions about diversification in investment portfolios, urging a deeper understanding of asset characteristics. U.K. investors face unique challenges, from small-cap access to tax implications of U.S. ETFs, prompting a discussion on strategic alternatives. Retirement planning is also a focus, specifically strategies for managing a limited 401a plan and insights on portfolio performance.
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ADVICE

Bond Choice for European Investors

  • Consider U.S. Treasury bonds for recession insurance, even as a European investor.
  • Check correlations between your chosen bond fund and other assets for optimal diversification.
INSIGHT

International Large-Cap Growth

  • Large-cap growth companies operate globally, so headquarters location matters less.
  • Focus on worldwide large-cap growth exposure rather than excluding U.S. companies.
INSIGHT

Currency's Impact on Stock Performance

  • U.S. stock outperformance is heavily influenced by currency fluctuations.
  • Diversification based on U.S. vs. international stocks is often just currency speculation.
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