fellows
in the discussions we see mainly USD as the currency of reference beside CHF in portfolio allocations, with EURO constantly neglected. In a risk sharing, long term perspective is it really OK to ignore EURO investment?
Investing in VT means investing 57% in USD, 10% in Euro, 8% Yen, 4% in GDP, 4% in Renminbi, 3% in CHF, 2.5% in CAD, 2% in AUD and 10% in other currencies. But as all these companies are very globlized (Nestles abroad revenues make up 98% for example) and it get’s even more mixed and complicated.
What should we do? Nothing.
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