No. of Recommendations: 3
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
