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

  • 📰 globeandmail
  • ⏱ Reading Time:
  • 44 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 21%
  • Publisher: 92%

South Africa News News

South Africa South Africa Latest News,South Africa South Africa Headlines

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.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 5. in ZA

South Africa South Africa Latest News, South Africa South Africa Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Trade protection doesn’t have to exclude U.S. growth stocksInvestors trying to protect themselves from the risk could miss out on gains globeinvestor
Source: globeandmail - 🏆 5. / 92 Read more »