CGXU

harrison_wintergreen

I wouldn't touch Chinese stocks intentially. They might be possible to avoid entirely in some international/global ETFs, but I wouldn't seek them out. It's a totalitarian Communist dictatorship with zero respect for property rights including IP, international accounting standards or basic human rights. IDK why you're restricting yourself to tech stocks, there are good companies all over the world. CGXU is up ~20% this year with a good mix across sectors, for one example.

BarnacleBop

Hi all! I’m looking for some advice. An investment manager who has been working with my family for forever recommended that I invest my funds ($59k) in the following: - SPY 25% - QQQ 25% -CGXU 10% - CGGR 10% - CGUS 10% - CGDV 10% - CGGO 10% I have two questions here: 1) My understanding is that those are all stocks (ETFs) and no bonds. Is that correct? 2) If so, should I take a portion of that money to invest in a bond ETF such as BND? Or should I go with the 3-fund portfolio instead of the recommendation above? Here is some additional information for more context: 37 years old - would love to retire around 55-60 but willing to wait until 65. No kids. Would be financially supporting my boyfriend but we are both fairly thrifty. Medium-high risk tolerance. $180k salary - includes bonus (I more than doubled my income at the end of last year). Own a home - currently have a 3.625% interest rate and low mortgage but will be selling and moving into a bigger (aka more expensive) home soon. Should have close to $200k from sale of current home to put into down payment of new home. Looking at price range of $500-600k (maaaaaybe 650 for the right home). Currently have $165k in CD and money market account (I’m currently holding it until I see what is needed for a new home and then will invest the extra). $73k in 401k and max out every year now, plus $15k in Roth. Please let me know if any additional information is needed and thank you in advance for your help!

nostratic

CGXU is the only foreign large growth ETF I'm aware of. It's a newer ETF but managed by Capital Group/American Funds, which is an old established firm. good you're thinking about this, you always want some foreign holdings IMO. I'd say a minimum of 10% foreign, 20-40% is a more common recommendation. >are we likely heading to an environment where the US markets tank while foreign ones outpace US by some significant gap? it's happened before and it will happen again... last year VXUS beat VTi by about 3%. look at this chart of developed nations 2001-2020 and you'll see plenty of years that various foreign markets beat the US. at the bottom of the chart you'll see the US was actually the 5th best performing market over that period. https://topforeignstocks.com/wp-content/uploads/2021/09/Single-Country-Stock-market-Performance-From-2001-to-2020.png