Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" 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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (29) |
Author: MisterFungi   😊 😞
Number: of 21939 
Subject: Re: euros
Date: 04/26/25 10:48 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
Jim wrote: <<Personally I am a big fan of rolling your own index rather than buying a fund. Get a broker that lets you buy stocks individually, and spend a weekend doing your own equal weight index.>>

As it turns out, that's what I'm doing now, or at least trying to. I'm a US citizen, residing (for all of my 76 years but perhaps not in the next 76) in the US. I've opened a Schwab Global account, which permits me to exchange dollars for common currencies and purchase many non-US stocks directly. I'm researching those stocks now (using a variety of tools but relying largely on M* reports on ADRs and summary stats via Yahoo! financial). For various reasons, I'm focusing on shares of European companies that do not rely heavily on sales to the US and/or have good moats, should tariff wars come to pass. I'm also trying (somewhat) to diversify across sectors.

Thus far, my list includes (in no particular order, and with awareness of the French bias):

ASML
SAP
Schneider Electric
Dassault Systemes
BNP Paribas
AXA
Orange
ENGIE
Carrefour
Hermes

I'm all eyes if anyone has comments/critiques, either to stocks on this list or ones that are not but probably should be. Thanks.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to MisterFungi here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 562 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 20 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
Unthreaded | Threaded | Whole Thread (29) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community