The author plans an overweight emerging markets allocation via VFEG because of concerns about US concentration and doubts that recent US outperformance will persist.
VFEG.L — LONG The author plans to allocate 25-30% of a £12k portfolio to VFEG, an emerging markets ETF, because they are nervous about the high US exposure in All World and believe the strong US returns of recent years will not persist. They intend to be bullish on emerging markets with monthly contributions going forward.
I’m thinking of being quite bullish with investing in emerging markets, putting around 25%-30% of my portfolio in VFEG.
This Reddit post, published January 06, 2026, features u/Intelligent-Lead-794 discussing VFEG.L. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Intelligent-Lead-794 · Tickers: VFEG.L