There may be 3 major portfolio opportunities that are largely missed by investors. These may be the biggest holes in our portfolio construction.
- International stock exposure
- International bond exposure, including developing markets
- REIT exposure
US and Canadian investors are well known for their home bias. Perhaps US investors can make more of a case for investing mostly or exclusively in US-based companies. After all, the US large cap and mega caps generate a considerable percentage of revenues and earnings overseas. There is some modest international exposure by way of the US large caps. The dividend