I maintain that I put a lot of thought into the composition of my portfolio (buy and hold, focus on companies with earnings and dividend growth). I currently have exactly one German company in my portfolio, $DHL, and it is not part of the hard core of my portfolio. At one point I was invested in $SRT, but I got out because I didn't want to be invested in too many stocks in the medical sector and I thought there were better options. Unfortunately, I don't see very many German stocks that make it into a globally diversified portfolio of 25 shares based on the selection criteria of market position and future prospects.
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@NEWT1 Good point about the 25 shares, with 25 shares there really are much better companies globally. There are about 50 stocks in my portfolio, so there is a little room for Germany, but in total less than 5%
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