Transcription of Global equities: Balancing home bias and …
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Connect with Vanguard > Equities not domiciled in the United States accounted for 51% of the Global equity market as of December 31, 2013,1 reflecting a significant opportunity for portfolio diversification. Despite the size of markets, mutual fund investors held, on average, only 27% of their total equity allocation in f u n d s a s o f y e a r - e n d 2 0 1 3 , a c c o r d i n g t o M o r n i n g s t a r. This paper concludes that although no one answer fits all investors, empirical and practical considerations suggest a reasonable starting allocation to stocks of 20%, with an upper limit based on Global market capitalization, subject to the investor s perspective on the short- and long-term research February 2014 Note: This paper is an update of a paper by the same author published in 2012 and titled Considerations for investing in Sources: Thomson Reuters Datastream a
5 U.S. stocks, while the next-closest investors in terms of bias to home market cap were those in the United Kingdom, who maintained a relative home bias of
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