Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a><\/p>\n Bloomberg recently published research saying that if the AI bubble bursts, the S&P 500 index could drop by as much as 20%. If you feel as if your stock portfolio has gotten too tech-heavy with highly valued U.S. growth stocks<\/a>, you might want to consider buying exchange-traded funds (ETFs) before the AI bubble bursts.<\/p>\n Let’s look at two ETFs that could be good choices to diversify away from a tech-heavy portfolio.<\/p>\n 1. Vanguard Total Bond Market ETF (BND): More than 11,000 bonds, 19 years of 3.08% annualized returns <\/p>\n If you’re worried about a stock market downturn, you might want to buy more bonds. One of the best ways to do that is to invest in the Vanguard Total Bond Market ETF (NASDAQ: BND). This fund lets you own 11,387 bonds, with a broad mix of government bonds and investment-grade corporate bonds.<\/p>\n During the past three years, this Vanguard bond ETF has delivered average annual returns (by net asset value) of 3.95%, with an annualized return of 3.08% since the fund’s inception in April 2007. After the 2008 stock market crash and during the recovery from the Great Recession, the Vanguard Total Bond Market ETF outperformed the S&P 500 for about five years.<\/p>\n Bonds don’t usually outperform the S&P 500 in the long run. But a general rule of thumb in investing is that bonds tend to be negatively correlated with stocks. This means that when stock prices go down, bond prices go up and vice versa. In case of a big AI-related stock market downturn, bonds could help your portfolio stay steady and avoid excessive losses.<\/p>\n Bloomberg’s model also forecasts that if the S&P 500 were to decline by 20%, the Fed would be likely to cut interest rates three or four times. Lower interest rates could be good news for bond prices. Buying bonds before an AI bust could be a smart move.<\/p>\n Story Continues <\/p>\n 2. Vanguard International High Dividend Yield ETF (VYMI): 1,582 global stocks, 3.42% dividend yield <\/p>\n If the S&P 500 falls by 20%, that would likely be bad news for many international stocks that are riding the AI boom, such as semiconductor stocks in markets like Taiwan and South Korea. But international high-yield dividend stocks might be less exposed to the AI trade.<\/p>\n The Vanguard International High Dividend Yield ETF (NASDAQ: VYMI) offers a diversified portfolio of 1,582 international stocks, which are mostly far away (literally and figuratively) from the AI boom. None of the fund’s top 10 stock holdings are tech stocks.<\/p>\n Instead, the top holdings of this ETF are mostly financial stocks and pharmaceutical stocks, along with a few big names like Toyota Motor (NYSE: TM) and Nestl\u00e9 (OTC: NSRGY). This fund puts your money to work in different parts of the global stock market that might keep making steady profits and paying good dividends, no matter what happens next with AI.<\/p>\n For the past three years, this fund has delivered average annual returns (by net asset value) of 23.5%, with an annualized return of 11.4% since the fund’s inception in February 2016. And during the past 12 months, this fund has delivered an impressive dividend yield of 3.42% — better than most of the best dividend index funds.<\/p>\n If the S&P 500 drops by 20%, this ETF would probably take a hit too. But it might lose less value than the U.S. stock market as a whole in the case of an AI bust. The last time the S&P 500 was in a bear market, in 2022, the Vanguard International High Dividend Yield ETF had a negative return of -7.06% for the year, compared to -18.11% for the S&P 500.<\/p>\n There’s no guarantee that any investment will be a safe place to hide in the event of a big tech-sector meltdown. But buying bonds and high-yield dividend stocks in international markets might help protect your money in case the AI bubble bursts.<\/p>\n Don\u2019t miss this second chance at a potentially lucrative opportunity <\/p>\n Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this.<\/p>\n On rare occasions, our expert team of analysts issues a \u201cDouble Down\u201d stock<\/a> recommendation\u00a0for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves:<\/p>\n Nvidia:\u00a0if you invested $1,000 when we doubled down in 2009,\u00a0you\u2019d have $541,815!*<\/p>\n Apple: if you invested $1,000 when we doubled down in 2008, you\u2019d have $57,471!*<\/p>\n Netflix: if you invested $1,000 when we doubled down in 2004, you\u2019d have $445,672!*<\/p>\n Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies, available when you join\u00a0Stock Advisor, and there may not be another chance like this anytime soon.<\/p>\n See the 3 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 9, 2026<\/p>\n Ben Gran<\/a> has positions in Vanguard Total Bond Market ETF. The Motley Fool has positions in and recommends Vanguard Total Bond Market ETF. The Motley Fool recommends Nestl\u00e9. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"Busy](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/06\/7a79c1edafd28b1a7c2c66f62d9d7326.jpeg\")
Image source: Getty Images. <\/p>\n<\/a> BND Total Return Level<\/a> data by YCharts<\/a> <\/p>\n
<\/a> VYMI Total Return Level<\/a> data by YCharts<\/a> <\/p>\n