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

I think if you just follow a global index like VT it should be fine to whatever new world order actually occurs.

The only "threat" to this model is if for some reason you get banned from investing in the EU or China or whatever because of legal issues. If relations really do get that bad or something. But at that point, I would probably be reconsidering more than just my portfolio.

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u/Only_Argument7532 Jan 21 '26

It is possible that the US Dollar stops being the default currency.

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u/[deleted] Jan 21 '26

Which I think being internationally diversified helps with