Author overweighted developed ex-North America and Canada versus the US on valuation and Fed independence concerns.
VIU.TO — LONG The author overweighted developed ex-North America equities via VIU relative to the US, citing lower valuations. He adds that potential political interference with the Federal Reserve is an additional reason to favor these markets. No specific timeframe or risk is stated.
No thanks, I just overweighted Developed Ex North America (VIU/VIDY) and Canada compared to the USA.
Their stock markets are less overvalued compared to the US. Especially if they try to get rid of the last adult in the room at the federal reserve.
VIDY.TO — LONG The author overweighted developed ex-North America high dividend equities via VIDY relative to the US, noting their stock markets are less overvalued. He also points to the risk of removing the Federal Reserve chair as a supportive factor. No timeframe or specific risk is stated.
No thanks, I just overweighted Developed Ex North America (VIU/VIDY) and Canada compared to the USA.
Their stock markets are less overvalued compared to the US. Especially if they try to get rid of the last adult in the room at the federal reserve.
This Reddit post, published January 12, 2026, features u/KriosXVII discussing VIU.TO, VIDY.TO. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/KriosXVII · Tickers: VIU.TO, VIDY.TO