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New Information Yields No Change to Investment Allocation

by | News For KFG Clients


The latest information on global capitalization finds that the US now accounts for just 35% of the world’s equity markets.  Just ten years ago it was 50%.  Asia also owns 35%, Europe has 25%, and Latin America 5%.

I spent a better part of Monday analyzing our portfolios to see if we should make any changes in our global allocation to equities.  I modeled various options, using different managers and allocations to various countries and regions.

At the end of the day, I determined our current global allocation and managers cover the spectrum well.  Given the new weightings above, we have a slight overweighting to the US and Asia and a slight underweighting to Europe and Latin America. 

If you have any questions about your portfolio, please drop me an email or give me a call.

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