Investment Profile: Global Citizen

Is your goal to become a citizen of the world? Make it happen with an investment that gives you access to 48 countries and 7,694 companies.

Oh?

Global Citizen is like taking a trip around the world. Who wouldn’t love to sip Nestle hot chocolate in the Swiss Alps, take a sweet ride in a Mitsubishi through the streets of Tokyo, or snuggle with a koala in Australia? Turns out, Global Citizen holds companies from all these countries and many more.

global citizen

 

Give me the lowdown

Global Citizen provides exposure to 7,694 companies across 48 countries, in a wide variety of sectors. Before you step outside the U.S., check out some of the major holdings like Apple, GE, Johnson & Johnson, Pfizer and Bank of America, right here at home (about 50% of the fund’s portfolio is invested in U.S. based companies). The Swiss-based company Nestle is nestled in the holdings of this investment. (Our goal is to sip Nestle hot chocolate in the Swiss Alps, while investing in Global Citizen.) Remember that classic film, The Fast and the Furious: Tokyo Drift? Well, you can come close to that exhilarating drive through city streets with the Japanese companies, Mitsubishi and Toyota. Where does the koala come in? Australia & New Zealand Banking Group Ltd is one of the companies in Global Citizen. Other holdings include Samsung (Korea), Banco Bilbao Vizcaya Argentaria SA (Spain), and Tencent (China), among many others.

Real talk. How does this help me?

This investment helps you diversify your single country or geographic risk. What does that even mean? Every year, companies in some countries do well, while others don’t, thanks to things like interest rates, recessions, prices of commodities, politics, weather, conflicts, and more. By investing in companies that are spread out across the world and large US companies that do business here at home and all over the world, your investment is less likely to suffer when there is an issue in one part of the world. Welcome to thinking globally. Geography is just one way to diversify your investments.

Who, me?

You may have fantasized about quitting your job and working abroad. Instead, start thinking about the potential economic opportunities that exist by investing globally. With Global Citizen you can tap into the potential growth of these different markets (including Asia-Pac and Europe) and it’s good for people who want geographic diversification.

Hmm…Tell me some impressive numbers

To learn more about Global Citizen, take a look at the underlying fund. It has a low expense ratio of 0.14%. The fund is managed by The Vanguard Group, the second-largest provider of ETFs, with $3 Trillion under management.

You’ve got my attention. More, please.

If you like the idea of spreading your investment across a broad set of holdings, or in an internationally focused portfolio, here are a few other Stash investments to check out:
The Mixes – a broad combination of global stocks, bonds and cash
Delicious Dividends – companies that have historically issued many dividends
Blue Chips – includes nearly 300 of largest US companies.

 







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