Is it time to change your allocation to US Stocks
By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE
In this Episode, James Parkyn & François Doyon La Rochelle discuss a frequent question they are receiving from their clients: “Should we reduce our allocation to US Stocks?”.
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Read The Script:
1) INTRODUCTION:
François Doyon La Rochelle:
You’re listening to Capital Topics, episode #78!
This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.
Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.
In our podcast today we discuss if it is time to change your allocation to U.S. stocks.
Enjoy!
2) IS IT TIME TO CHANGE YOUR ALLOCATION TO U.S. STOCKS:
François Doyon La Rochelle:
On our last Podcast, we reviewed the performances of asset classes for the first half of 2025. Today, we are going to discuss a question we are receiving from our clients: Should we reduce our allocation to US Stocks? As our regular Listeners know, U.S. stock markets have significantly outperformed international stocks (both Developed and Emerging) since the global financial crisis of 2008-09…Read More
Links:
- Market Statistics – June 2025 | Parkyn-Doyon La Rochelle by Raymond Kerzerho – PWL Capital
- Model Portfolios – June 30, 2025 | Parkyn-Doyon La Rochelle by PWL Capital