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Anyone here have any favorite blogs/websites that discuss international stocks?

I just think foreign markets are the way to go for at least the next few years. I was fortunate to get into gold and diversify into international stocks over a year ago which has worked well. So far it has all been ETFs such as Vanguards VSUX (total intl stock), AVDE (Avantis internation eq) and FIVLX (Fidelity International Value).

I'm around 20% US stocks and 20% international with a bunch of treasuries/bonds and gold. Unless there is a sizable drop, I wouldn't increase my US holdings.

Thanks
Rich

Hi Rich,

You are probably aware of this board (non-us stocks):
https://www.shrewdm.com/MB?bid=26
Recent discussions there have been about British REITs.
I'm a fan of the ETF WIP, which holds non-US inflation-protected bonds. As the dollar weakens this tends to go up. Not a high-flyer.
I have been surprised at the number of countries that have Circle-K stores in them (e.g. Sweden). The parent (Alimentation Couche-Tard) is Canadian and I haven't checked to see what fraction of the business is US-related and what is not. I do not currently own this. They took a hit when they tried to merge with (Carrefour?).

OrmontUS has been coat-tailing Berkshire in some Japanese stocks. I fear it might be late to get on that particular wagon.

This is hardly useful but may give you some ideas.

Rgds,
HH/Sean

Thanks. I didn't have that board as a favorite. Now I have to remember how to make it a favorite.

Rich

Simplest way is to rec a posting on that board.

Rgds,
HH/Sean

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