SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: w0z who wrote (14557)6/19/2000 11:26:00 AM
From: Kirk ©   of 15132
 
I agree somewhat with your sentiment. I put about 10% into foreign as I figured my international exposure through Agilent, HWP, Intel, IBM, Msft, LRCX, AMAT, etc... was probably about 50% of revenues or more already... so I had more than enough exposure overseas.

I still like SOME overseas as I can get a few stocks like NOKIA, Sony, VOD, etc. with international growth portfolios and index funds. 10% was much more than zero percent, but I think your's and Jim's arguments are valid.

Key to Jim's portfolio not noted is they are all leaders in the international arena also. Also, you don't care what some greater fool is paying for AmazonDotQualCom as you just add to the stocks when they are low and know they will do well over the decades so DCA into the best values each month works.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News