Are You Investing Too Much in Australian Shares?

Australian investors have spent decades being told there are good reasons to keep a big chunk of their money at home.

We've got franking credits, familiar companies, and the big banks and miners.

But what if that old investing playbook is starting to work against you?

Over the past decade, the gap between Australian and US sharemarket returns has been enormous. At the same time, some of the industries creating the most wealth in the world barely exist on the ASX.

And there is another problem Australian investors often overlook: your shares may not be the only part of your financial life already tied to Australia.

So how much Australian exposure is too much?

In this episode, Paul looks at whether the traditional case for owning a large allocation to Australian shares still stacks up, what has changed underneath the headline returns, and whether investors need to start thinking differently about where they build wealth.

Inside this episode:

The decade-long return gap that is getting harder for Australian investors to ignore

Why waiting for Australian shares to look cheap may not give you the answer you expect

The global growth story the ASX gives you surprisingly little access to

One reason your portfolio could be far more exposed to Australia than you realise