I recently moved a significant portion of my retirement assets into developed international investments due to the continued weakness of the dollar. I moved approximately 20%. I had no direct exposure to international prior to that move as it had underperformed 8 out of the last 10 years. Last year was one of those years. EAFE was up 30%. YTD it is up 5% while the S&P is up 1.6%.
I am strongly considering a larger move soon - up to 40%. Absent SCOTUS striking down tariffs in a conclusive manner, I don’t see the dollar getting stronger in the short run.
I am simply buying the EAFE via ETFs. Specifically, I purchased EFO (EAFEx2).