The Ascent with Crestmont Private Wealth - World Cup with Alec Walker 6-27-26

The Ascent with Crestmont Private Wealth — World Cup & Global Diversification Host: Alec Walker, EVP of Financial Planning | ~13:36 Summary: Alec uses the World Cup — being hosted in Houston — as a jumping-off point to discuss global investment diversification. He covers how US markets represent only 62% of global equities and 41% of global bonds, explains the firm's "home country bias" approach, and reviews the "periodic table of returns" showing no country consistently tops the charts. He highlights recent outperformance by international and emerging markets (up 42% and 67% respectively since Jan 2025), and revisits the "lost decade" of 2000–2009 when the S&P 500 returned -0.78% while diversified portfolios thrived. He closes with a behavioral coaching message about avoiding FOMO and protecting downside risk. 0:00 — Intro & SpaceX IPO follow-up 0:44 — World Cup fever in Houston; transition to investment topic 2:31 — Diversification intro: US stocks, RSUs, concentrated positions 3:21 — Core portfolio approach: global diversification reduces top-10 concentration from 40% → 23% 3:56 — Global equity breakdown: US (62%, ~3,400 companies), Developed ex-US, Emerging Markets 5:32 — Global bond markets: US is only 41% of global bond cap 6:13 — Periodic table of returns (2005–2024): top countries, Denmark's 11.2% annualized return 7:30 — Key holdings: Novo Nordisk (Denmark), Samsung & SK Hynix (Korea) 8:43 — Recent 18-month data: S&P +27%, Russell 2000 +36%, Intl Dev +42%, EM +67% 10:07 — Recent rebalance rationale: trimming US exposure 10:30 — The Lost Decade (2000–2009): S&P -0.78% annualized; bonds +82%, EM +194% 11:53 — Behavioral coaching: avoid FOMO, protect downside, long-term planning 13:06 — Outro & crestmontpw.com Original Air Date: June 27, 2026 at 8:30am as heard on Boerne Radio 103.9FM Contact:  www.crestmontpw.com  Alec Walker in Houston:  831-280-5288  Sam McGee in Boerne: 830-368-2898See omnystudio.com/listener for privacy information.