Is home bias in Canadian portfolios really mitigated by stocks with U.S. revenues?

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Is home bias in Canadian portfolios really mitigated by stocks with U.S. revenues? GlobeInvestor

A common problem we see in Canadian portfolios is a large bias toward Canadian domiciled and traded stocks known as home bias. Often times a portfolio can be weighted in excess of 60 per cent to Canada when it makes up less than 5 per cent of the world economy.

If we are considering the portfolio at the company level and are more focused on long-term fundamentals, it is easy to see that more exposure to U.S. revenues is a good thing for a Canadian company in terms of the company itself being diversified geographically as well as having access to a much larger market. On this side of things, the argument checks out.

Certainly, if the company is a good operator and growing fast in the United States, it should do just fine over time but this relates to a multitude of company-specific factors and is less related to the ebb and flow of the broader market. This is the nuance that gets missed when an investor views U.S.-dollar revenue within a Canadian company as a solution or excuse for home bias. Country risks that are far more difficult to diversify away by simply holding more stocks in the same geography.

 

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