Core Insights - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and Dividend Champions, targeting premium dividend yields up to 10% [1][3] - The iREIT®+HOYA Capital service emphasizes sustainable portfolio income, diversification, and inflation hedging, with a recent shift in focus towards international stocks outperforming U.S. stocks for the first time since 2017 [2] Group 1 - The investment group iREIT®+HOYA Capital provides research and investment strategies aimed at achieving dependable monthly income and portfolio diversification [3] - The service offers exclusive income-focused portfolios that include various asset classes, specifically targeting high dividend yields [1][3] Group 2 - The article highlights the importance of income-focused investing, particularly in the context of current market conditions and the performance of international stocks [2] - The group aims to assist investors in preparing for retirement through various investment vehicles, including CEFs, ETFs, BDCs, and REITs [3]

Core Insights - Non-US markets represent 75% of the global economy, 90% of the IMF's expected GDP growth, and 95% of the world population, indicating significant investment opportunities outside the US [1] Group 1: Investment Strategy - The focus is on improving international stock strategies, highlighting the importance of diversifying investments beyond the US [1] - The Expat Portfolio offers resources such as frequent analysis, a watchlist, and market guides to assist investors in navigating foreign markets [2] Group 2: Analyst Background - Tariq Dennison, an experienced RIA, emphasizes the benefits of investing in diverse foreign markets, leveraging his extensive international experience [2] - The Expat Portfolio community provides direct access to expert insights and discussions, enhancing investor confidence in international investments [2]

Core Viewpoint - U.S. investors may be overlooking better investment opportunities in international stocks due to the fear of missing out on U.S. market gains, particularly as the S&P 500 reaches record highs [1][2] Group 1: International Exposure - Increasing international exposure is suggested as a safer and smarter alternative to investing more in the U.S. economy, as foreign stocks are currently trading at cheaper valuations and performing better [2][10] - The iShares Core MSCI EAFE ETF (IEFA) is highlighted as a suitable vehicle for gaining international exposure [4] Group 2: Historical Performance - Historical data shows that foreign stocks outperformed the S&P 500 between 2002 and 2009, primarily due to a weaker U.S. dollar [5][6] - Analysts predict a potential reversal of the recent U.S. stock performance dominance, leading to a recovery in non-U.S. stocks [8][9] Group 3: Valuation Comparison - The S&P 500 is currently priced at 24.5 times trailing earnings and 23.6 times forward-looking earnings, which is high compared to the MSCI EAFE's 10-year average P/E of 14.2 and trailing-12-month P/E of 16.7 [12][14] - Analysts emphasize that international stocks are closer to their historical averages, suggesting greater price appreciation potential compared to overvalued U.S. stocks [14] Group 4: Diversification Strategy - Adding international exposure is recommended to shield portfolios from economic and political uncertainties in the U.S. [16] - The iShares Core MSCI EAFE ETF includes quality foreign companies such as SAP, ASML, Nestlé, and Novartis, providing a diversified investment option [17]