The Global Ten Stock Model Retirement Portfolio has given a return of 10% and has outperformed the benchmark S&P 500 index by 9% since inception on 8th April 2015.
Global stocks are changing the world and will continue to change the world going forward. Global stocks offer diversification in terms of businesses that have yet to take off or are in a very nascent stage in a country. We recognize the importance of owning global stocks but that comes with challenges as well as tracking the stocks becomes difficult due to lack of understanding of a different market place. Please refer to the Procedure for Investing in Global Stocks.
The ten stock global portfolio consist of well known companies that are change leaders. Its easy to track and understand the companies. We will monitor this portfolio. It is not necessary that the portfolio will only have US stocks. Change leaders anywhere in the world will be looked at for the portfolio.
One factor that is a must for this portfolio is that business should be global not local even if majority of revenues occur in home country. Paid members can contact us for individual stock weights in the portfolio.
Click on the links below to know more about the Stocks-