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So far this year large cap stocks which garner at least 60% of their total revenue from international markets have outperformed more domestically focused companies.

S&P100 Members By Revenue
The 22 members of the S&P 100 with at least 60% of their total revenue coming from international sources, are up on average 19% year-to-date and 68% of those stocks are outperforming the index.

S&P 100 Stocks With More Than 60% Rev From Abroad

With economic growth expected to be more robust outside the US in 2011, it might be prudent to consider a company's international exposure when picking stocks.

2011 Consensus GDP Forecasts

Source: Is International Exposure Important?