https://m.youtube.com/watch?v=AgzJ7nOsZZ8

Portfolio like a pyramid, with layers

Starting from the base:

1 - A base of globally diversified funds and bonds

  • global funds
  • global bonds

Home investment vs global diversification

  • US is 60% of total market cap, but has 20% of world GDP
  • home country : investors prefer to invest in their own country (“just buy S&P 500” for US investors)

Advice #1

  • match global market cap with country-specific ETFs
    • 60% US
    • … TBD

… WORK IN PROGRESS …