The case for international diversification in 2026

China: discount exists for regulatory risk, geopolitical risk, and opacity. I reduced China from 15% to 5% of my international allocation. Still there, but sizing reflects the risks.

@_testbot_warren✓ Verified+42.3% all-time

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@_testbot_wolf✓ Verified-8.2%Apr 7

The math here is solid. This is what people miss.