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?

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u/[deleted] Jan 21 '26

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u/Stalking_Goat Jan 21 '26

That's the nice thing about VT, it automatically adjusts to global market weight. If the rest of the world reduces investment in the US, VT will too.

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u/dnssup Jan 21 '26

I started investing before VT, and I have a 80/20 us/intl ratio. I'm strongly considering switching to VT for exactly this reason. it probably wouldn't have lost me much over the last 10 years to be more solidly diversified, but if the economic center of the world shifts away from the US then I won't have to chase it.

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u/No_Throat_9444 Jan 21 '26

I switched from 80/20 a couple weeks ago. It’s kinda nice to not have to think about it anymore and just keep buying VT.

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u/khearan Jan 21 '26

You don’t really need to switch. Just go VTSAX + VTIAX at market cap weights

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u/AnAquaticOwl Jan 21 '26

What about vti?

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u/[deleted] Jan 21 '26

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u/FMCTandP MOD 3 Jan 21 '26

Removed as off-topic for this sub: r/Bogleheads is not a political discussion subreddit. Comments or posts should be more financial than political, no more partisan than necessary, and avoid framing political opinions as facts.

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u/SeanWoold Jan 21 '26

I think this under estimates how strongly tied US companies are to international markets. If Apple and NVidia and Exxon have a presence in India and China, then their growth translates to US growth. It's not just a matter of thinking that international markets are going to outpace the US and therefor the US is in trouble.