Key insights
- The author is considering reducing exposure to US equities (VOO) and increasing allocations to international equities (VXUS) and gold, driven by concerns that US market growth may slow relative to its historical performance. This reflects a bearish sentiment towards future US equity returns, potentially influencing others to rebalance portfolios away from US-centric investments.
I know that no one can predict the future. But this question is worth asking. I have the bulk of my portfolio in VOO and the biggest tech stocks. I also do have a good amount in VXUS.
I see so many opinions online from people urging people to change their investment strategies, and not rely so heavily on the U.S. companies anymore.
I am not saying that the U.S. empire will collapse. I am saying that there is a possibility that the U.S. market will not grow as rapidly in the future as it did in the past.
Really considering rotating a lot of my assets into foreign equities, and mainly gold.