we added some of those into our strategies whether it is a company like taiwan semi or a walmart mexico to pick up on the latin america recovery it is important to get international exposure and participate in the phase three reopening as covid gets under control around the world >> the phase three should be globally emerging countries. those that don't have access to the earlier rvaccines do you sell u.s. companies to rotate into latin american names or asian names or is it specific stocks you have to find whether it is here or whether it is in mexico >> yeah. you know, you have to make room in the portfolio whether that is taking something off the table that's done well and the valuation has gotten steep. the way we do it, as you suggested, brian, company by company. we look for good companies with solid balance sheets and good growing end markets at a reasonable price we invested more in latin america whether it is a stone company or a walmart mexico. or china i know a lot of concerns of the regulatory yakcrackdown. we added alibaba we added the growth risk we don't think the chinese