A few days ago, I shared a post asking for your thoughts on my portfolio setup. At that time, it was roughly 65% US market.
However, with the recent uncertainty around potential tax changes for non-US investors, I’m really starting to have doubts.. 😅 Maybe it could still take months before we get any certainty, so I’m unsure whether it’s better to wait it out or just move forward.
What would you do in my situation? Would you go ahead and invest as planned? Or would you increase the allocation to a World ex-US ETF $WEXU (+1,89 %)
$EXUS (+1,51 %) (maybe 15–30%), plus 5% EM, 5% EM small cap, and 5% India — and temporarily park the remaining 55–70% in gold until there’s more clarity on US tax regulations? Or is that gold-heavy approach too risky and keep the money safely on the sidelines for now?
Any thoughts or alternatives are very welcome! 🙏🏼