I look for opportunities to diversify away from US stocks. Right now, my portfolio is US heavy. While I think that other markets will do better, I need pointers where to look.
Conditions: no China, no Russia, no Taiwan, good fundamentals (anything above 20 PE is automatically out).
So far, I did very well with CEPU (+100% in a year) and some German high end car manufacturers.
Any tips?
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