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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: knighttof3   😊 😞
Number: of 1198 
Subject: VXUS
Date: 04/06/25 3:19 AM
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No. of Recommendations: 7
I was already overweight in non-US stocks. Now I am even more enthusiastic about buying more of the broadest ETF I could find. Being lazy and a terrible stock picker, VXUS works for me. 8400 stocks, 0.05% ER, roughly 1.25 PEG (compared to over 1.6 for VOO, the S&P 500 ETF also from Vanguard). No particular concentration in a single stock or GICS sector, except 22% financials, a bit high but not worried about it.
I am waiting for some semblance of a new normal before actually buying more.

OT, but I had also switched to BNDW for my core bond ETF, roughly 50-50 US and non-US bonds. Non-US developed countries' governments do have higher debt burdens, but I have somewhat more confidence that they (UK, Japan, Germany, France) won't default. US, I don't know anything anymore.

Also OT. On the periphery, ADRs of regular dividend payers like Nestle, Roche, lots of UK ADRs. FLCH (China ETF) as a wildcard in case it turns out to be the Chinese century.

Unlike Jim, still about 50% in US stocks, mostly boring dividend payers and Berkshire. Not high yielding ones. It's not that I place a premium on dividends, it's the basic management discipline that I like.

Sorry for rambling.
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This community has written 589 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 21 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
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