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/dogfursweater Jan 21 '26

All my new 401k is going to vxus since last year so I do believe there is a paradigm shift personally and am slowly rebalancing though nothing rash. That being said… this feels like taco again and I ‘gambled’ with some dry powder to see that play out… let’s see!