Q: I currently have 25% of my assets in $US but only 20% is in US stocks. The other 5% is EEM. I would like to increase the US component to 25% but that would give me a 30% $US exposure. While I think that the US dollar will remain strong for the next year, I am wondering if 30% exposure is too high. Should I sell EEM, which hasn't done much but is my only international exposure (other than multinational US companies), move up to a 30% UD dollar weighting or stay the course?
Thank you for your insight.
Paul F.
Thank you for your insight.
Paul F.