DM

Domestic Market

 

   

Portfolio Role

The domestic market represents the home country where you live.  No matter the size of your country, investing a portion of your money in the local economy is the standard starting point for any asset allocation strategy.  Not only does it support local businesses, but it also avoids exchange rate issues and makes sure your portfolio properly reacts to changes in local inflation.  

 

Country Coverage

While most portfolio analysis has a very country-specific focus, Portfolio Charts is designed to seamlessly translate portfolio ideas to a variety of different domestic markets.  The current country list looks like this, but I’m always looking to add more.

  • Canada
  • Germany
  • United Kingdom
  • United States

Note that unlike the other regions that contain all countries listed, Domestic Market accounts for only one country at a time.

 

Notes

Whenever you select a home country in any portfolio or charting tool, the calculations automatically change the domestic asset classes to reflect the stocks and bonds of the home country.  

Not all countries have sufficient data to cover every asset class.  In those cases the calculators substitute local regional data.  For example, Canada uses USA data while Germany and the UK use European data.  The idea is to stay as close to home as possible.

Portfolio Charts focuses on government-issued bonds (treasuries, bunds, gilts) that may have different names depending on the country.  But the general type of bond is the same.

In addition, every calculator translates any international data to the inflation and currency of the home country