Is anyone else who is invested mostly in US stocks concerned about the gradual weakening of the USD against the GBP? Some Say this year alone it could get up to $1.40 to the £… All the best companies - the Warren Buffet ones which are the ones i generally have - are doing well but this £/$ is a problem… i would diversify into LSE based companies but i only want strong economic moated companies with a durable competitive advantage and other than BAE I don’t think there are many more in the UK. Any thoughts/ insight much appreciated.
Are the companies you talk about not global companies? Swings and roundabouts.
What goes up must come down. When they go down, well that’s a different story… 
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Yes but my bank account is in GBP so having US stocks means we are at the mercy of the £/$ exchange rate which is obv good if the £ is weakening against the $ but it is gradually strengthening so devaluing my stocks quite significantly. All the stocks i’m on about are worldwide stocks yes but none are listed on the LSE
Yeah if we only look through a lens of the gbp/usd exchange rate.
What I mean is the US companies you might hold, most of them will derive revenue from outside the US. Take for example Meta, about 60% of its revenue is from outside the US. A weakening $ means these contribute more in $ terms.
Yes i see you’re point - we can’t have our cake *and* eat it. Ideally more of the giant companies would list on the LSE like some did in the past but who in their right mind would now
Have you looked at ETFs that give you overseas exposure but are listed on the LSE, then you pay no stamp duty or FX fees.
They would need to increase revenue over and above the devaluation ?
Devaluing the dollar is US govt policy. It will make imports more expensive which fuels inflation which further adds to a weakened US dollar.
What does a weakened US dollar do ? All sorts of things such as US citizens buying US goods instead of imports.
What does it do to the price of items that are not located in the US such as coffee ?
What is happening and will continue to happen is not an accident but deliberate US govt policy. Look up Bessants recent remarks on global reset ?
The point you made is valid for multi nationals but what about companies that are US only ?
Currency hedged ETF’s are available, which reduce or eliminate the effects of say, dollar devaluation vs sterling. They might be worth considering if you are concerned about dollar devaluation.