VXUS v VOO

[RedFishBlueFish]

VXUS and VOO are both Vanguard ETFs. VOO tracks the S&P 500. VXUS is an ETF that tracks world stocks excluding the United States. The below chart shows the performance of these two ETFs over the last 6 months (125 stock market days). VXUS is red and VOO is blue. This StockCharts chart sets the two equal at the beginning point. You can clearly see the 'Liberation Day' fiasco. Both dipped during that event, with VOO dipping the deepest. But, over the 6 months that Trump has been in office "world stocks" have beaten the US stock market (S&P500).

Since "Liberation Day" I have sold about 70% of my US stock holdings. Keeping only the US cyber security and defense industry stocks. Gradually I have used that cash to increase the amount held in foreign stocks that I already had and to buy new foreign stocks. Thus far, this has worked out for me.

The benefit of this is primarily that world stocks do not gyrate as much with every lie that Trump tells. US stocks are bouncing up and down with Trump news rather than fundamentals. Making stock picking difficult. My US stocks in cyber security and defense are still jumping up and down with Trump news, and it's unsettling. But, at least my 'world' stocks have a bit of buffer from Trump's almost daily stupid utterances.

 

[Mycroft]

VXUS and VOO are both Vanguard ETFs. VOO tracks the S&P 500. VXUS is an ETF that tracks world stocks excluding the United States. The below chart shows the performance of these two ETFs over the last 6 months (125 stock market days). VXUS is red and VOO is blue. This StockCharts chart sets the two equal at the beginning point. You can clearly see the 'Liberation Day' fiasco. Both dipped during that event, with VOO dipping the deepest. But, over the 6 months that Trump has been in office "world stocks" have beaten the US stock market (S&P500).

Since "Liberation Day" I have sold about 70% of my US stock holdings. Keeping only the US cyber security and defense industry stocks. Gradually I have used that cash to increase the amount held in foreign stocks that I already had and to buy new foreign stocks. Thus far, this has worked out for me.

The benefit of this is primarily that world stocks do not gyrate as much with every lie that Trump tells. US stocks are bouncing up and down with Trump news rather than fundamentals. Making stock picking difficult. My US stocks in cyber security and defense are still jumping up and down with Trump news, and it's unsettling. But, at least my 'world' stocks have a bit of buffer from Trump's almost daily stupid utterances.




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You gotta do what you gotta do when you are gambling, I guess.

 

[dmpi]

Much of the aggregate strength of foreign stocks is actually a reflection of a weaker dollar. That said, currencies go up and down but there's no long term trend unless you think the dollars is going to zero. Buy foreign or America both good buys.

 

[Fearandloathing]

VXUS and VOO are both Vanguard ETFs. VOO tracks the S&P 500. VXUS is an ETF that tracks world stocks excluding the United States. The below chart shows the performance of these two ETFs over the last 6 months (125 stock market days). VXUS is red and VOO is blue. This StockCharts chart sets the two equal at the beginning point. You can clearly see the 'Liberation Day' fiasco. Both dipped during that event, with VOO dipping the deepest. But, over the 6 months that Trump has been in office "world stocks" have beaten the US stock market (S&P500).

Since "Liberation Day" I have sold about 70% of my US stock holdings. Keeping only the US cyber security and defense industry stocks. Gradually I have used that cash to increase the amount held in foreign stocks that I already had and to buy new foreign stocks. Thus far, this has worked out for me.

The benefit of this is primarily that world stocks do not gyrate as much with every lie that Trump tells. US stocks are bouncing up and down with Trump news rather than fundamentals. Making stock picking difficult. My US stocks in cyber security and defense are still jumping up and down with Trump news, and it's unsettling. But, at least my 'world' stocks have a bit of buffer from Trump's almost daily stupid utterances.




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Huh?

 

[RedFishBlueFish]

Much of the aggregate strength of foreign stocks is actually a reflection of a weaker dollar. That said, currencies go up and down but there's no long term trend unless you think the dollars is going to zero. Buy foreign or America both good buys.

I agree that a weaker dollar helps foreign stocks, especially in Asia. We'll see, in time, if the dollar has hit bottom or if the slide continues.

 

[TobyOne]

Buy gold.