5Mo
Isn't every German share a cluster risk for a German investor with a job in Germany?
•
1313
•
@Epi Not if this company earns, trades and produces worldwide.
•
44
•@Epi Someone once wrote a very nice, interesting, well-prepared article about this.
The only thing I remember is that a significant amount of salary is earned through working hours, and the pension depends on DE.
I.e. if this is taken into account and you have, for example, 60-70% US in your portfolio, you actually have a preponderance of DE 😅
I hold two German stocks myself: $SIE and $ALV
Otherwise, I take a rather critical view of many German stocks, especially the automotive and energy industries.
The only thing I remember is that a significant amount of salary is earned through working hours, and the pension depends on DE.
I.e. if this is taken into account and you have, for example, 60-70% US in your portfolio, you actually have a preponderance of DE 😅
I hold two German stocks myself: $SIE and $ALV
Otherwise, I take a rather critical view of many German stocks, especially the automotive and energy industries.
•
11
•