There have been exceptions, but in most cases they will. The question I'd ask myself is: would you rather buy more of your US equities or more of your international equities in a downturn?
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Great thread! Still have a portion indexed and like having some of that international. Geographic mix, cheaper markets, mitigates home bias. Mostly (not always) keep bottoms up analysis to the US. That may change as I broaden the circle of competence. Cloning works too :)
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I’m just now realizing that you guys wrote the recent pieces on AGX! Enjoyed those! Started looking at it last year. Guess I should thank Tobias aslo, as I’m pretty sure it showed up on the AM screen at one point.
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My pleasure!
Thanks. Twitter will use this to make your timeline better. UndoUndo
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