What percentage of your investment portfolios are non US equities and in particular, emerging markets? I’ve currently got 23% in non U.S. equities (a big chunk in VWO, which is emerging markets) and my new financial advisor is suggesting substantially reducing non U.S. equity to 11%. I’m just curious how others are thinking about this. I personally am not thrilled with the state of the U.S. but recognize that the return numbers historically support much higher U.S. exposure.

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Ahead of the liberation day bullshit I moved my equities out of the US so my portfolio is 75% international. No regrets.

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33% foreign stocks, fully managed by my financial advisor.

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VTI all the way. Emerging markets don’t come even close. Maybe as a geopolitical diversification, but in that case just buy gold. Maybe European defense. Maybe.

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Personally I think 20-25% international makes a lot of sense long term, regardless of how you feel about Trump. US returns have beat international in most of the last 10-15 years, but there are lots of other years (including 2025) where the international exposure would have helped.

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10%. I grew up in Japan and now live in the US. I don’t think US dominance will change for next decade. I minimize Japan exposure since I can get a job there if it ends up becoming attractive

I have 50% non US, VEA and VWO. Counterintuitive, but I am 100% equities, with half non US exposure. The old thinking is out of date.

Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice by Aizhan Anarkulova, Scott Cederburg, Michael S. O'Doherty :: SSRN https://share.google/p4Z3Bim9zCb7a3Fn4

I have no non-US equity position.

I have cover $20M in stock investments and am probably between 35-40% non-US. Good chunk in emerging markets. Even so heavily weighted outside the US, my returns still seem to track very close to the S&P 500.

I try to match the global market cap

I do the same. I think something like 55% US / 45% International equity index (VTI, VXUS)

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Yeah I looked back and I think my mix differs between a few of my investment accounts, but the main after-tax account I use for buy-and-hold investing has a 58/20/20/2 split between US equity, developed mkts equity, EM equity and fixed income.

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