10Lun
Not much can be said about your portfolio strategy yet in my opinion. You won't have any significant money in it until around mid-2021; a good 2 years is practically impossible to evaluate because it's too short-term. On the other hand, I would like to know why you want to weight Europe so heavily? Asia and Africa are growing markets, and you can never avoid the USA anyway. I wouldn't write Europe off completely in the near future, but I don't see any economic prosperity now that is stronger than in other continents. That's why (for me personally) an overweighting of Europe would be nothing. But perhaps you can explain your convictions to us?
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10Lun
@KevinC I am convinced that many European companies would be valued higher if they came from the US. Many really solid companies from the EU are valued much lower than their US counterparts. That may not sound very convincing, but it's my basic approach :D I also think the US share in the MSCI World is far too high. I would also like to add Africa and Asia to the portfolio soon. I'm still looking for a cheap ETF for EM. However, the China component has put me off so far.
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10Lun
@LQD Okay, I can understand that. The problem is: will the value ever be raised? If the P/E ratio is always lower on average in Europe than in the US, that doesn't necessarily have to change.
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