No. of Recommendations: 2
IP, admirable planning and progress.
i am stuck trying manage my longterm active funds, which are >60% of assets. (e.g., primecap)
it is impossible to estimate a running average on (non-us, non-china) revenue and profit on each of these funds.
even some paid data providers dont provide it, and AI either guesses weakly or gives up.
i dont want to abandon funds just because of an underlying american company HQs or listing exchanges.
but i will if >50% of the economic footprint is american, and not just because this is a mismatch to global gdp.
its because america has to pass more than the filters i require of emerging markets. (which is basically frdm etf criteria , supplemented by other sources. china is dropped on any pass.)
