Frequently, I am asked about the advantages/disadvantage of investing outside of a person’s home or tax base market. My first question is always, “Do you own any index securities”? The answer is usually, yes. When index securities are used in a portfolio the investor is most likely already a global investor. The next decision is how much of an allocation do you wish to direct to outside markets?
The recent post at S&P Dow Jones Indices by Phillip Brzenk, Director, Global Research & Design is an excellent overview of the global nature of the companies that make up the Large, Mid and SmallCap segments of the U.S. market. You can reach the article on the S&P Dow Jones site by traveling to: https://us.spindices.com/ or read the attached pdf. The S&P Dow Jones Indices site is an excellent resource for research on important market topics.
From time-to-time we like to bring your attention to interesting information that will be of interest; that is the purpose of our ESP section.
[pdf-embedder url=”https://investment-strategy.info/wp-content/uploads/2018/03/How-Global-Is-the-SP.pdf” title=”How Global Is the S&P”]