Best Region for Investments

coachman12

Hitting said:

Thanks coachman for your comments,...and for your criticism of others.....

Generally some interesting ideas!

And thank you too, Hitting, for starting a good thread which, except for the "usuals", was treated with interest and polite differing views on the matter you quite rightly raised. After a while, you tend not to bother answering the expected overlong post that adds nothing to the debate but merely picks the tiniest of holes in a mountain of words. 
I agree with you, Hitting--- Generally some interesting ideas ". 

AnotherJoe

Deleted_User said:

An alternative to sectors is themes, explained here
https://www.ftadviser.com/2013/05/20/investments/equities/what-is-thematic-investing-w3LiWXr0dAGoXq0NByI3rI/article.html
I have a few theme ETFs, DTEC Disruptive Technology is one.

Yeh, i saw an ad the other day for a "working from home" fund (or ETF or whatever). I guess that would be a theme.

Sailtheworld

Hitting said:

In the in these uncertain times, where would be the best region to invest?
uk/usa/europe/global/japan/emerg.mkts./Asia?
Any suggestions for % splits...........medium risk/balanced view?

Unless you know better or know someone that does go global based on market cap as a core holding. Follow the money.

You could go the sector route but I doubt the market is so inefficient that only those in the know are in on the big secret.

Cus

I have a investment in a Russia fund for the long term. Very little thought behind it except that it's a massive country with huge resources and opportunities, and with global warming I felt that would increase ( I don't mean fossil fuels, more land and mining), plus it's a matter of time that it becomes more open for business. It feels undervalued to me on a generic level.

Thrugelmir

Cus said:

I have a investment in a Russia fund for the long term. Very little thought behind it except that it's a massive country with huge resources and opportunities, and with global warming I felt that would increase ( I don't mean fossil fuels, more land and mining), plus it's a matter of time that it becomes more open for business. It feels undervalued to me on a generic level.

Russia open for business. That's an optimistic view. 

iglad

I reduced my UK holdings down to 10% last year and went global with my funds via 55% USA, 25% Asia, Europe 12% and UK 8% and a couple of tech funds. I am very happy with the returns so far this year as my portfolio is currently at ATH. 

Hitting

Congratulations Iglad!.......do you think it might now have run it’s course?......looks like you got it about right and your are the one to follow,....so where next?

kinger101

I think you're putting far too much faith in the ability of strangers to predict the future.  You've been recommended a global index tracker by several people for a good reason.  They already have global diversification, and are low cost.  They a very good default option for novice investors, and probably most investors who'd regard themselves as more experienced too.  

As for bond/equity split, it kind of depends how soon you need the money and one's attitude and capacity for risk.

Voyager2002

Cus said:

I have a investment in a Russia fund for the long term. Very little thought behind it except that it's a massive country with huge resources and opportunities, and with global warming I felt that would increase ( I don't mean fossil fuels, more land and mining), plus it's a matter of time that it becomes more open for business. It feels undervalued to me on a generic level.

For a very long time, Russia offered great value (as measured by price:earnings ratio). This was explained in terms of political risk, something that I was more willing to accept than the average investor. My exposure to this market was through a fund that employed a manager based there and that invested solely in Russia.

My investments did well for a long time, but I lost most of my gains in the Covid crash earlier this year. I was forced to sell, and would not reinvest since (i) Russia seems no better than the USA at controlling the virus; (ii) Russia is overly dependent on fossil fuels.

Sadly, most of the countries that claim to be virus-free (Democratic Peoples Republic of North Korea, Lao Peoples Democratic Republic...) do not offer great investment opportunities. I am tilting towards China, Taiwan and Vietnam.

Prism

iglad said:

I reduced my UK holdings down to 10% last year and went global with my funds via 55% USA, 25% Asia, Europe 12% and UK 8% and a couple of tech funds. I am very happy with the returns so far this year as my portfolio is currently at ATH. 

Sounds like some good decisions but aren't the majority of us at all time highs?