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Your articles are consistently among the most interesting on Seeking Alpha. I appreciate the way you marry hard data with a point of view--too many other commentaries have one or the other but not both.
Jun 25 13:40 pm
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All Comments by Acercher »Time to Change Country Mix in World Market-Cap [View article]
My personal portfolio for equities has been divided about 50/50 for the last couple of years, which I think is nowhere as risky as conventional wisdom would have it, particularly given the secular trend of a declining dollar.
However, I have consistently been troubled by the role of Japan in foreign allocations. Even in your schedule above, Japan has been hovering around 10% for years, yet has truly sucked eggs as an investment. How do you deal with this yourself?