UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next
Author: TMFTheSnake Big red star, 1000 posts Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 151  
Subject: Re: Tracking world region allocations Date: 3/23/2012 6:08 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0

I don't know that there is a simple free tool out there for this.

First, though, Morningstar's regions are pretty close to ours. UK/Western Europe would be Developed Europe and EMEA would be Emerging Europe. Developed Asia is Japan and Australia and Japan's economy dominates that of Australia's (GDP of $5.6 trillion vs $1.5 trillion), so you can assume that Asia minus Japan is pretty much our Emerging Asia.

As for N Am, it is a similar situation. Canada's economy is dwarfed by the US ($1.8 vs $15), so you can probably assume that the vast majority of N Am sales are going to the US. Unless we're talking about Tim Horton's or some other Canada-based company that specializes in the home market (though this is changing for THI) and then the Canadian emphasis should be called out in our write-up.

If you aren't satisfied with this, I personally would check the company's website/financials as they quite often break this out (especially as the investment world has caught on to emerging markets as opportunities for foreign firms).

This can be a bit of work depending on your portfolio size, but the good news is it shouldn't change dramatically from year to year, so you should be set for a while once you get it entered in.

Unfortunately, not every company will break sales into the regions we have defined, so your Morningstar approach may provide similar detail as reading the segment breakdown in the financials.

Hope this helps.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.