Ep 397: Australian vs International Shares: Why the 45:55 split does not add up
Read Full Blog HereWhy do most diversified Australian portfolios still allocate nearly half of their equity exposure to Australian shares, when Australia represents only around 2% of the global share market?In this episode, we challenge the traditional 45/55 split between Australian and international equities and examine whether it truly makes sense in today’s global economy.Campbell breaks down the most common arguments for maintaining a heavy domestic allocation, franking credits, reduced currency risk, higher dividend yields, lower volatility, and familiarity, and tests whether they…
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