Does buying US stock funds mean I MUST also buy US treasuries?

Discussion of the Stock portion of the Permanent Portfolio

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catacomb
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Does buying US stock funds mean I MUST also buy US treasuries?

Post by catacomb »

I don't live in the US but I wish to diversify my stock portion (25%), so that 15% will be held in local stock etf (denominated in local currency) and the other 10% held as shares of VTI (denominated in USD).

Gold will be held in a US based gold fund (denominated in USD).

LT Bonds and cash are to be held in my local currency.

There's been a claim that this approach creates an unhealthy tilt to my portfolio which will require me to buy foreign (=US) LT bonds and t-bills to symmetrically "mirror" my diversification to the other asset classes.

However, from the book I understand that buying foreign bonds and t-bills is NOT recommended.

Can someone please help me settle this contradiction? 
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