Oddbean

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 @313d0358 I’ve always shot for ~30% foreign though I have no idea what I’m doing 🤷🏼‍♂️🤣🤣 this is the Roth.. the 401k is ~26% rn though the picture doesn’t separate foreign and domestic..  the idea was 20/80 bonds/stocks with 20/30/50 bonds/foreign/domestic.. sounded good in my head 🤷🏼‍♂️🤣

https://static.noagendasocial.com/media_attachments/files/111/075/441/952/903/998/original/7803ca00ba13816c.jpeg

https://static.noagendasocial.com/media_attachments/files/111/075/465/978/735/852/original/4dfe9d4067359343.jpeg

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 @f43a2aa2 

I'd imagine that's a good allocation. I've been pretty poorly allocated abroad, ~5% currently, but I'm going to adjust to about 10% - 15% or so. Mostly Asia though, I think they're the most worthwhile economies outside of the US.

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 @313d0358 I figured eggs everywhere! 🤣🤷🏼‍♂️  I’m up only 9.5% 401k and 12.1% Roth for ytd

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 @f43a2aa2 @313d0358 

The MSCI EAFE didn't do too bad the last year, with all the bad talk about EU and China... seems like it was all BS

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 @f43a2aa2 @313d0358 
The NS1 and 2 pipeline destroyed... terrible winter etc. everything will collapse, but it didn't. Even now you hear how China is hurting, makes you want to think the opposite.

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 @0af78396 @f43a2aa2 

Given this is the retirement account, I'm thinking more along the 10+ yr horizon.

When I say Asia I mainly mean South Korea, Indonesia, India, and Japan. Currently own ETF exposure to these specifically, but I will likely shift it to a more broad ETF as INDA and EWJ have been solid performers in the past year.

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 @313d0358 @f43a2aa2 
yea the Far East doesn't look like it's hurting, actually looks pretty good. I don't understand the EU, or Australia.

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 @313d0358 @f43a2aa2 
Africa and South America, Canada... can suck it... I don't trust any of those

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 @313d0358 @f43a2aa2 
Raytheon , is on the Brazil exchange? i thought they made war machine stuff, looks like it dipping hard.

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 @0af78396 @f43a2aa2 

RTX is traded on the NYSE, but yeah it's gotten crushed. Unsure why, probably some news. I used to have a nice allocation to some defensive names back in 2022, but haven't touched them since late 2022. Lockheed Martin, Boeing, Raytheon mainly.

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 @313d0358 @f43a2aa2 
thanx, NYSE sounds right.  I think the site I go to doesn't list the proper exchanges that the stocks are on, I need to find another one. this is shady.

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 @313d0358 @f43a2aa2 
You have to know symbol, if you type in Raytheon it only shows brazil... but using the symbol RTX it comes up.