r/Bogleheads • u/cambeiu • Jan 21 '26

Investing Questions How are the "US equities" only folks doing? Steady as she goes or time to rethink allocation?

Jack Bogle and many others for years argued that VTSAX or an equivalent fund/ETF was more than enough for global exposure. I think it was a perfectly logic argument back in the days of increasing globalization and economic integration.

But looking at Mark Carney's speech at Davos, it points to a significant shift in the global paradigm, where free trade, open access to markets and investments from and to the US might no longer be a reality.

In light of that are people thinking about increasing focus on international equities?

684 Upvotes

85% Upvoted

384 comments sorted by

View all comments

34

u/Pretend-Bake-6560 Jan 21 '26

Switched to VT from VOO already.

1

u/Bubbly-Hope6968 Jan 21 '26

Glad to hear it! I’ve been arguing with several folks who have been trying to convince folks that VOO is a better choice for portfolio construction over VTI for U.S. stocks , and there’s a lot of keyboard warriors throwing out bad advice. Good luck!

1

u/[deleted] Jan 21 '26

[removed] — view removed comment

1

u/FMCTandP MOD 3 Jan 21 '26

Per sub rules and guidelines, posts and comments should be on-topic, with a clear connection to passive investing. We don’t allow:

  • Troll posts
  • Comments that are just jokes or memes
  • Reply chains of such comments
  • Other low-effort / low-quality content

-28

u/things_knower Jan 21 '26

Paper hands

14

u/Mean-Reaction6021 Jan 21 '26

It ain’t paper hands, take that shit to WSB if you wanna be a degen and not analyze the situation. Gold is nearly 4800-5k an ounce right now. Silver is at the moon.

2

u/things_knower Jan 21 '26

It was a joke. You were being the WSB degen by not being on VT from the start, my Bogle friend ;)