Skip to content

No More Chasing Returns–Why I am a Global Investor

If you look at the numbers, US equities have done incredibly well over the past decade. Comparatively, international developed equities have NOT done nearly as well. As a result, you will see many in the financial services space over-weighting (compared to their historical holdings) the US equities. Not me. I advocate a relative weighting that is CONSISTENT over time.

In my mind, NO ONE is as smart as the markets. If your investment philosophy involves exposure in an asset or geographic class, then that asset/geography should be there. Attempting to “time” the entry and exit to the class is – in my opinion – a fool’s game.

The linked article shares some background on this valuable insight that is, in my opinion, important to include in an investment strategy. Read the article here.

  • Do you have a well-defined, globally diversified investment policy strategy?

Or could you use some guidance and support applying the “Going Global” approach to your current investment plan?

Feel free to send us an email or give us a call. We’d love to have the opportunity to hear about your situation and your thoughts on this post.


dfa info, f5 financial planning, fee-only, naperville financial, naperville financial planner, going global, public company listings, globally diversified investment

Enjoy the read and remember, it’s NOT about the money.  It’s about how the money supports your goals!

At F5 Financial Planning we focus on helping individuals and families find balance between faith, friends and family, fitness and finance.  We make sure that they have the financial freedom to enjoy those things in life that are important to them.  And while we believe the left-brain facts and data are critical; we work with our clients to get them in the right state of mind to focus on the goals they want to achieve.

Some other posts that you might like:

Want access to additional information on DFA? Click Here to Join Our Mailing List and receive access to a private page with more information.

Sign up for our newsletter to get insights on investing and financial planning.

Posted in ,
Curt Stowers

Curt Stowers

Curtis Stowers helps individuals and families across the United States grow their financial assets, particularly in the Naperville, IL region. He is a Certified Financial Planner, holds a Ph.D. in Industrial Engineering from the University of Illinois, and is the founder of F5 Financial.