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Get the free Who is internationally diversified? Evidence from the 401(k)

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NBER WORKING PAPER SERIESWHO IS INTERNATIONALLY DIVERSIFIED? EVIDENCE FROM 296 401(K) Geert Bekaert Kenton Hoyem WeiYin Hu Enrichetta Ravina Working Paper 21236 http://www.nber.org/papers/w21236NATIONAL
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01
Identify the investment portfolio or fund in question.
02
Gather information on the regions and countries included in the portfolio.
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Evaluate the percentage of assets allocated to various international markets.
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Analyze the types of investments—stocks, bonds, real estate—in the international portion of the portfolio.
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Check for diversification across different sectors and industries within the international investments.
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Review the currency exposure for international assets to understand exchange rate risks.
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Assess the correlation of international investments to the overall market and domestic investments.
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Fulfill regulatory requirements for reporting international investments if applicable.

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Investors looking to reduce risk by spreading investments across different markets.
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Internationally diversified refers to an investment strategy where an individual or organization allocates assets across various international markets and asset classes to reduce risk and enhance returns.
Individuals and entities that hold investments or assets in foreign countries are typically required to file reports on their internationally diversified holdings.
To fill out the internationally diversified forms, gather detailed information about all foreign investments, including names, addresses, types of investments, and values, and accurately complete the required sections on the form according to the provided instructions.
The purpose of filing internationally diversified reports is to ensure compliance with tax regulations and to provide transparency regarding foreign investments held by individuals and institutions.
Reportable information typically includes the names and addresses of the foreign entities, descriptions of the investments, amounts invested, and the current value of those investments.
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