Investing

You’re being myopic or extremely pessimistic.

Myopic because Trump only has 3.5 years left as president, and we see how quickly he folds as soon as the stock market takes a hit: he already capitulated to China. This is the thing he ran on twice, bringing jobs back to America and he more or less abandoned that project the moment he decided to lower tariffs on china. So the market will continue as it has until neoliberalism implodes for real instead of this false start.

Or pessimistic, because you believe that Trump will fuck up so bad that the SP500 will be worthless in 3 years. In which case, I would not invest in stock at all and would buy ammo, guns, stockpile food and build a shelter because a cataclysmic scenario is the only thing that could cause that.

Remember SP500 is for long term investment, so when thinking about it you need to think not of what’s happening today but what will happen in 5+ years. If I was evaluating this, I would have stockpiled cash last year and would have spent this year buying the dips.

Here's my investment portfolio:

• 70% US - I still think US will outperform, but I'm not as confident anymore; mostly VTI with a small cap tilt using DFSV
• 30% international - mostly VXUS, with a small cap tilt using DISV

I think US stocks will take a beating during Trump's presidency, provided he keeps messing with tariffs, but I think longer term the US will bounce back because we have a very attractive regulatory environment for businesses.

I wouldn't be surprised if it stops performing as well going forward but the selection criteria is always going to result in an ETF that isn't likely to be shitty. If you're looking for more diversity outside the US, I've been buying some EUAD this year. Other than a bit of gold its the only new thing I've added to my portfolio in reaction to Trumpism. Its working out so far but of course things can change, do your own research and due diligence, etc.

This is the best case scenario for investing in an ETF like the S&P. If you are investing in ETFs you should be looking at decades of holding them in your portfolio. Dont be a meme trader who buys high hoping to sell higher. Buy the dip.

The S&P500 is only 3% down from it's all-time high in February. If you have continued contributions since then (such as regular paycheck contributions into a 401k), then your balance should be at an all-time high. I've had my 401k set to 50% target date fund and 50% S&P500-equivalent for the last few years. I don't have any plans on changing this; however, if there is another large drop, I'll rebalance more into the S&P to "buy the dip".

I do IMEU and IUSA with ishare

I don't see the point in divesting. No amount of trading I could do will have an effect on the market.

What's your investment horizon?