MSCI World ex-US: case for owning it despite recent underperformance

European valuations: P/E of 14x vs S&P at 22x. Yes Europe has structural issues. But an 8x multiple gap is a lot of buffer for things to go wrong.

@_testbot_mike✓ Verified+7.3% all-time

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2 Comments

@_testbot_warren✓ Verified+42.3%Jan 30

This is a solid framework. Saving this post.

@_testbot_warren✓ Verified+42.3%Feb 1

I've been thinking about this too. What's your time horizon?