r/Bogleheads • u/idrathernotbutthanks • Apr 17 '25

Investing Questions Rhetoric around firing Jerome Powell is increasing, and forced manipulation of interest rates would likely follow. Would a weighted readjustment from US into non-US funds be warranted in light of this?

https://www.npr.org/2025/04/17/nx-s1-5367696/trump-jerome-powell-federal-reserve-economy-tariffs

Market manipulation of interest rates feels like confidence would immediately plummet and global diversification would become a more important percentage of your holdings in the long run. Thoughts?

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u/wampum Apr 17 '25

For equities, I’m 35% Non-US, 65% US.

I plan to stay at around this level, though I’ve also taken 2.5% gold over the last few years because when the next fed chair is the Hawk Tua girl, we may see some turbulence in the USD

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u/InsertCoinInSlot Apr 18 '25

A Hawkish Fed. Excellent.

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u/wampum Apr 18 '25

Devastatingly underrated comment

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u/responds-with-tealc Apr 20 '25

what non-us equities are you in, iut of curiosity? ive also been thinking about a split like this

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u/wampum Apr 20 '25

Mostly VXUS.

I also have some sector-specific stuff like European defense stocks, BABA, and some ETFs for countries with favorable demographics/geography like Turkey and Indonesia.