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It's weird, because I'm watching and reading about how many investors seem to be "quietly" shifting into more international funds.
If you even look at ETFs like VTI (closely matches S&P 500) vs. VXUS (International):
VTI went up 11.3% in the past year. Hey, that's beating inflation and not terrible.
But: meanwhile, VXUS went up 30.8%.
In the past, it was usually the other way around. ETFs that track things like the S&P tend to outperform ones that track the rest of the rest of the market.
I wonder what is different about the past year?
Also, I keep seeing articles like this. https://harveylawcorporation.com/why-more-americans-are-leaving-the-us/
I mean, I've been doing that.
Youre right- the general logic was sp500 and if anything, a bit in international to diversify. With the way the us is being run it's way more savvy to hedge your bets with vtiawx/vxus, especially when you know the ai bubble is propping up the American side.
Every once in a while, I dip into various Boglehead forums and see what kind of discussion is going on around their current thinking on the three fund portfolio and the way to divvy it up.
Of course, looking back only a year and trying to time/second-guess things generally goes against the principles of Boglehead investing, but you still see people wondering about it even among Bogleheads.
It is entirely possible that what the donnie crime family is doing to this country is very different than trends of the past.
Yep. John bogle famously never wanted international AFAIK.
And the favorite saying is past returns don't guarantee future performance. This couple administrations have turned the world on its head so I'm not surprised to see people looking at things differently even if it goes against how things have trended for a half century plus.