economy
Keep your portfolio firing on all cylinders for the rest of 2026 using these steps
As resilient as the stock market has been, investors are making a mistake if they haven't revisited their portfolios since the start of the year.
TL;DR
- The market picture has changed significantly since January, making portfolio reevaluation essential.
- Higher-than-expected interest rates suggest a shift towards intermediate-duration fixed income (5-7 years).
- Rebalance portfolios by trimming overperforming tech stocks and increasing exposure to mid/small caps and international equities.
- Utilize tax-loss harvesting to offset gains and consider harvesting capital gains, especially in a low-income year.