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  • A World Market Cap Approach to Allocation [View article]
    That is a very reasonable concern and idea. The best might be to combine the two. My key point is to be guided by, not limited by market cap. I actually do both. For example, I do not currently invest in China for example, because of overvaluation.

    Perhaps I will attempt another article to integrate the idea of following the money around the world through observing market cap, while guarding your pocket book by examining fundamentals.

    Thanks for the observation, I probably should have identified market cap as one tool and not the only tool.
    Jun 13 17:39 pm |Rating: 0 0
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