Davide Campari-Milano Action Forum

From now on, I no longer need to have a guilty conscience when I drink an Aperol Spritz

I would like to reduce the US share in my portfolio a little, as both the geopolitical and domestic political risks are currently too great for me to hold more than 60% of my assets in US equities with a clear conscience.

The fact that a little over €20,000 will be coming in to invest over the next two months gives me a great opportunity to do this.

I am young and would like to get non-US quality stocks into my portfolio and leave them there for several decades.

My current favorites for a first purchase:

$NESN (-0,22 %)

$OR (-2,66 %)

$MELI (+6,83 %)

$ALV (-0,71 %)

$AI (-0,98 %)

$CPR (-2,2 %)

$AFX (-2,96 %)

What are your views on reducing US weight and what would you consider non-US stocks that belong in a buy & hold portfolio.

I am looking forward to your opinions!