Time To Diversify Internationally?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 25 May 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Magnificent 7 stocks vs international diversification -How to diversify into Japan and India -Stocks that have lost momentum: MercadoLibre and SoFi -The threat to SentinelOne from Anthropic’s Mythos Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota (TM), Sony Group (SONY), iShares MSCI Japan ETF (EWJ), iShares India 50 ETF (INDY), iShares MSCI India ETF (INDA), Vanguard Total International Stock ETF (VXUS), iShares Core MSCI Total International Stock ETF (IXUS), Vanguard International High Dividend ETF (VYMI), Nestle (NSRGY), MercadoLibre (MELI), SoFi (SOFI), SentinelOne (S), Nvidia (NVDA), Crowdstrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is it time to start looking outside the U.S.? This is Motley Fool Hidden Gems Investing.
0:09.8	Welcome to Motley Fool Hidden Gems Investing. I'm John Quast. I'm joined today by Full
0:14.1	contributors, Rachel Warren, and Matt Frankel. This is Memorial Day, if you're listening to this,
0:20.4	but we're taping a couple of days early.
0:23.1	And for that reason, we're not going with the news of the day or something like that.
0:27.1	We are diving into our mailbag here today in all three segments.
0:31.7	And let's just get right into it.
0:33.4	We have a question here from one of our listeners who just goes by S, but it says,
0:39.3	Dear Fools, the S&P 500 and a broad-based foreign index for investment portfolios is often
0:45.1	considered good rules of thumbs for many investors.
0:48.2	The S&P, however, has become increasingly concentrated in the Magnificent Seven.
0:53.7	For investors looking to diversify and add more individual countries to their portfolios,
0:58.5	such as Japan or India, for example, how should investors approach investing in more concentrated foreign investments?
1:05.8	Now, before we get into this first question here, I want to point out that the way it's worded,
1:10.0	it makes it sound like there are two opposing approaches. You can either invest in the Magnificent Seven or you can invest
1:16.1	internationally, as in you can do one or or both, but you can't do both at the same time. And that's
1:22.3	not necessarily true, right, Rachel? You can invest, this dichotomy doesn't necessarily exist. Yeah, that's absolutely the
1:29.5	case. I mean, that's very much been my personal approach as an investor. So my portfolio is quite
1:34.4	heavily weighted in the U.S. mega-cap tech companies. And actually, because of that, there is really a
1:40.7	built-in international diversification there. I mean, the MAG-7 function essentially as global economic conduits.
1:47.6	They're not just domestic enterprises.
1:49.9	And actually, they generate a lot of their revenue outside the US.
	...

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