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: 830-368-2898

The Ascent with Crestmont Private Wealth &mdash; World Cup &amp; Global Diversification
Host: Alec Walker, EVP of Financial Planning | ~13:36
Summary:
Alec uses the World Cup &mdash; being hosted in Houston &mdash; 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&ndash;2009 when the S&amp;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 &mdash; Intro &amp; SpaceX IPO follow-up
0:44 &mdash; World Cup fever in Houston; transition to investment topic
2:31 &mdash; Diversification intro: US stocks, RSUs, concentrated positions
3:21 &mdash; Core portfolio approach: global diversification reduces top-10 concentration from 40% &rarr; 23%
3:56 &mdash; Global equity breakdown: US (62%, ~3,400 companies), Developed ex-US, Emerging Markets
5:32 &mdash; Global bond markets: US is only 41% of global bond cap
6:13 &mdash; Periodic table of returns (2005&ndash;2024): top countries, Denmark's 11.2% annualized return
7:30 &mdash; Key holdings: Novo Nordisk (Denmark), Samsung &amp; SK Hynix (Korea)
8:43 &mdash; Recent 18-month data: S&amp;P +27%, Russell 2000 +36%, Intl Dev +42%, EM +67%
10:07 &mdash; Recent rebalance rationale: trimming US exposure
10:30 &mdash; The Lost Decade (2000&ndash;2009): S&amp;P -0.78% annualized; bonds +82%, EM +194%
11:53 &mdash; Behavioral coaching: avoid FOMO, protect downside, long-term planning
13:06 &mdash; Outro &amp; crestmontpw.com
Original Air Date: June 27, 2026 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898

Host:  Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.
604 S. Main St. Boerne TX 78006
(830) 368-2898
www.crestmontpw.com

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth 

Host: Sam McGee

Houston Office: I Riverway, Suite 470 Houston, Texas 77056

(832) 280-5288

Boerne Office: 604 South Main Boerne, Texas 78006

Office (830) 368-2898

About Sam McGee

CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER

Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

The Ascent with Crestmont Private Wealth 
Host: Sam McGee
Houston Office: I Riverway, Suite 470 Houston, Texas 77056
(832) 280-5288
Boerne Office: 604 South Main Boerne, Texas 78006
Office (830) 368-2898
About Sam McGee
CHIEF EXECUTIVE OFFICER &amp; CHIEF INVESTMENT OFFICER
Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”