Talk:Bogleheads® investment philosophy for non-US investors

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Hi Ted, nice new page. Its a good concise introduction. I am thinking that the new non-US pages are beginning to have an identity of their own, I guess that's ok as it allows new non-US people a one stop shop without having to revert to the US sections constantly and then to reinterpret for their situation? Tricky to get an overview. DJN

On talk pages (like this), add your signature to the end of your comments. The "signature" is on the editor's toolbar, 3rd item from the left. The entry looks like this: --~~~~, which is converted to a timestamp when the page is saved. The above was edited by DJN 14:15, 16 May 2020‎
I agree, this is a nice new page.
Ted - If a majority of the content duplicates Bogleheads® investment philosophy, consider creating templates for duplicate material. Each page has a common source for the content. Changes in the template will be reflected in both pages. We can look at this when the draft is nearing completion.
--LadyGeek 01:08, 17 May 2020 (UTC)


Ted, I think that the page needs a section explaining some of the differences between investment for a US based person and for a non-US based person. There are some substantial differences including using global funds rather than relying upon US funds, (the original Boglehead approach). The fact that there is limited data to back this slightly different non-US approach is significant and is seldom acknowledged by anyone. In the Building a non-US Boglehead portfolio page I tried to address that by including some text on the challenges facing the non-US investor. These are not details but fundamentals. --DJN 19:10, 13 July 2020 (UTC)

Definitely useful added information, though I think it important to keep this page's focus on what matters rather than how to effect that as a non-US investor (this fluid mixing of the two is what makes the US specific version of this page unserviceable for non-US investors). A particular annoyance is Bogle's past insistence that US stocks alone will suffice. Possibly true for US investors; possibly very untrue for non-US investors. There are several ways to try to correct this imbalance, and each has pros and cons.
  • Add a complete new section. This keeps it all in one place, but potentially becomes an additional 'bullet point' for non-US investor that more or less boils down to "don't follow Bogle's advice when it looks like it is specific to US investors." Bit weird. And it breaks symmetry with the main principles espoused elsewhere in the wiki.
  • Add a series of footnotes that attempt to dispel US home bias. Easy to gloss over the entire 'notes' section, though.
  • Thread it into the existing sections. Tricky because there isn't a ready correspondence between the additional information and the structure of this page. For example, currency issues don't naturally belong in any of the current sections.
  • Something else I haven't thought of.
Thoughts? My preference I think is for threading it into existing sections, that way it's not easily lost or missed. Perhaps each section could have an extra paragraph explaining what US-specific things in this category that one might encounter in the rest of the wiki (or on the forum) won't apply; for example, in tax, "ignore anything you read about 'tax loss harvesting'."
Or, feel free to edit any ideas you have directly into the page. I'm happy to review/edit. --TedSwippet 11:09, 14 July 2020 (UTC)
Update: I eventually went with a single footnote that simply lists all the concepts mentioned elsewhere in the wiki I could think of that are US-specific. It's a start. --TedSwippet 08:36, 24 July 2020 (UTC)
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