Anonymous
Post 07/29/2025 08:57     Subject: International stocks vs S&P500 Part 2

Anonymous wrote:
Anonymous wrote:"Never bet against America"

--Warren Buffett


Except when a president is actively undermining the country and economy.


Whatever you want to believe. I don't make my investments based on political hatred. If I believed what you did, I'd have lost hundreds of thousands of dollars.
Anonymous
Post 07/29/2025 07:34     Subject: International stocks vs S&P500 Part 2

Anonymous wrote:NP here. I am comfortable w my international exposure in the S&P 500 as 30% of its revenues are from outside the US.


At the moment. If countries start retaliating against American companies, as Europe has threatened to do, these income streams would be at risk.
Anonymous
Post 07/28/2025 16:36     Subject: International stocks vs S&P500 Part 2

Anonymous wrote:"Never bet against America"

--Warren Buffett


Sadly, this isn't the America that Warren Buffett grew up in; that's a Boomer+ mindset. Nobody believes this anymore.
Anonymous
Post 07/27/2025 12:21     Subject: International stocks vs S&P500 Part 2

Anonymous wrote:"Never bet against America"

--Warren Buffett


Except when a president is actively undermining the country and economy.
Anonymous
Post 07/26/2025 04:17     Subject: International stocks vs S&P500 Part 2

Anonymous wrote:Factor in exchange rate risk.

This. Your dollar-based investments are losing value as the dollar declines. International stocks provide a hedge against this.
Anonymous
Post 07/25/2025 14:19     Subject: International stocks vs S&P500 Part 2

Amazing how all of a sudden there is a lot of interest in international stocks. I wonder what the next popular asset class will be?
Anonymous
Post 07/25/2025 12:17     Subject: International stocks vs S&P500 Part 2

Anonymous wrote:NP here. I am comfortable w my international exposure in the S&P 500 as 30% of its revenues are from outside the US.


+1. Many/most/all of these global companies in S&P have supply chain and markets across the world.
Anonymous
Post 07/25/2025 10:19     Subject: International stocks vs S&P500 Part 2

NP here. I am comfortable w my international exposure in the S&P 500 as 30% of its revenues are from outside the US.