Subject: Re: Favor - request for help
“The general advice is that you want a certain percentage of international exposure. But I don't think you do. Foreign companies just aren't as good at returning money to shareholders as US companies.”

They’re generally cheaper, so maybe that compensates?

For someone who is not interested in analysis owning the whole shooting match seems to be the best option. Own all of it. Let the market figure out.

From my perspective, US based with dual citizenship, having everything in one country never seemed prudent.