- Most Americans have too much exposure to American markets.
- This could be a problem because of the extremely high valuations in American markets so it could be worth it to diversify internationally.
- EXG seems to be reducing its concentration to the big tech companies, which is rather nice, but its American exposure is still a bit high.
- The fund generated more than enough money to cover its 7%+ distribution yield during the most recent reporting period.
- The fund is currently trading at a fairly attractive valuation.
For further details see:
EXG: A Great Way To Hedge American Exposure And Get A 7% Yield