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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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Personal Finance / Macroeconomic Trends & Risks
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Author: OrmontUS ✭✹  😊 😞
Number: of 4582 
Subject: OT: Jeff's portfolio for heckling
Date: 10/26/25 12:05 AM
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I'm an individual shares kind of guy and, while I don't trade the way I used to do, my portfolio continues to be rather diversified. It includes shares in around 70 companies and a small handful of emerging country ETF's (heavily Chinese basis, so if you want mentally add them to the Chinese stocks I own.

This time, instead of a long list of companies, I've parsed the portfolio three ways:

1) By country of domicile

2) By (frequently VERY fuzzy divisions) sector

3) By currency stock are held in

Domicile Country Percentage
US 43.32%
Australia 12.41%
Switzerland 9.85%
Japan 9.70%
Int ETF 5.70%
China 3.77%
France 3.41%
Germany 2.98%
Spain 2.91%
Canada 1.78%
Taiwan 1.47%
UK/France 1.11%
Brazil 0.95%
Finland 0.62%
Netherlands 0.61%
Bermuda 0.00%
Hong Kong 0.00%
100.60%

Approx Summary: 57% foreign companies. 12% Australia, 10% Swiss, 10% Japan, 10% China, 12% Europe

Portfolio Sectors Percentage
Mining 15.94%
Financials 15.90%
Consumer Staples 15.57%
Electrical 15.48%
Technology 13.92%
Industrials 9.76%
International ETF 5.21%
Pharmaceutical 3.60%
Energy 2.54%
Market ETF 1.21%
Materials 0.83%
Transportation 0.62%
100.60%

Well, it wasn't planned this way, but there are nearly identical lumps of Miners, electrical infrastructure/equipment companies, financial stocks (Berkshire Hathaway is included here), consumer stocks and technology/internet/AI stocks. Each sector includes both domestic and foreign stocks.

Many foreign companies are held in terms of USD, but some are held in their native currencies as follows:

Australian dollars 11.25%
Swiss Francs 9.85%
Euros 2.08%
Japanese Yen 8.21%
Total of portfolio held in foreign currency: 31.39%

Jeff


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