Global Diversification for American Investors
“Wealthy investors are taking proactive steps to insulate their portfolios from domestic volatility by allocating assets internationally.”
— BusinessWire, February 2025
Tool #2: Global Diversification
In this episode of our Financial Survival Guide, we explore how a globally diversified portfolio can help you manage risk, capture international growth opportunities, and build a more resilient investment strategy.
Learn why investment diversification across countries, currencies, and asset classes matters — and how global asset allocation may strengthen your long-term financial plan.
Financial Survival Guide 2025
Smart Decisions Start with the Right Conversation.
Global Strategy, Decades in the Making
Global diversification isn’t new to us — it’s built into everything we do. For over 20 years, New Capital has helped clients pursue smarter portfolio diversification by investing across borders with confidence and clarity.
Deep Global Exposure — Built In
Our diversified investment portfolios include holdings across 45 countries and over 13,000 companies, plus bonds from 25 countries and 24,000 issuers. This broad global asset allocation helps reduce risk and support long-term portfolio stability.
Strategic Oversight Without Complexity
Your investments may span continents, but your strategy won’t feel scattered. We manage globally diversified portfolios under one coordinated plan — aligned with your goals and easy to understand.
Transparent, Tax-Conscious Management
We integrate global holdings into your full investment picture, with careful attention to documentation, tax treatment, and risk exposure — helping you stay informed, compliant, and confident.
Unified Reporting and Access
Track your entire diversified portfolio — domestic and international — through one secure platform. Our reporting makes global investment diversification simple and accessible.
Are you asking yourself…
“How protected am I from political instability at home?”
New Capital designs globally diversified investment portfolios that reduce reliance on any single country’s economy or currency. By spreading assets across international markets, we help you build resilience against domestic volatility and maintain long-term financial stability.
Interested in expanding your portfolio through global diversification? We’ll help you find the right international investment strategy — and walk with you through every step of the process.
Take the Next Step
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Global diversification is an investment diversification strategy that spreads your assets across countries, currencies, and sectors. It helps reduce risk and strengthens your portfolio’s resilience to local economic or political disruptions.
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Portfolio diversification typically spreads investments across asset classes. Global diversification goes further—adding geographic, economic, and currency diversification for a more balanced and risk-managed investment portfolio.
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The best way to diversify your portfolio is through a globally diversified portfolio that includes international stocks, bonds, and funds. Our global asset allocation approach ensures your investments are aligned with your goals and risk tolerance.
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Yes. Stock diversification should include both U.S. and international companies. Global exposure reduces concentration risk and increases your access to growth opportunities around the world.
Common Questions
Disclosures
Investing involves risk, including possible loss of principal. Diversification and global asset allocation do not ensure a profit or protect against loss. International investments carry additional risks, such as currency and political risk. This content is for informational purposes only and does not constitute personalized investment advice. Advisory services are offered through New Capital Management LP, a registered investment adviser.