"As we head into what could be a very profitable (and volatile) 2026 for investors, there are plenty in the market with different goals. Some may want to see their portfolios grow at a market-beating pace. Others who may be closer to retirement may be focusing instead on capital preservation and ensuring they don't lose more than the market. Those are very different goals."
"Evaluate Portfolio Allocations For investors who are heavily exposed to AI and growth stocks, having some amount of balance within their portfolios, either via fixed income ETFs, holding some amount of cash or gold, or investing in alternative assets, can provide better risk-adjusted returns. Sometimes, it's not about beating the market, but seeing one's portfolio trend higher in a less-volatile fashion (which can keep investors in the game longer than if they panic and sell at the wrong time). Portfolio allocation matters a great deal."
Investor objectives vary from aggressive market-beating growth to conservative capital preservation, requiring tailored approaches. Market-driven returns for 2026 remain largely outside individual control, so focus should be placed on controllable actions within one’s circle of competency. Rebalance portfolios before year-end to address realized gains and harvest taxable losses where appropriate, and consult an accountant or financial advisor for personalized guidance. Reduce concentration risk by balancing heavy AI and growth exposure with fixed income ETFs, cash, gold, or alternative assets to improve risk-adjusted returns and reduce volatility that can force premature selling.
Read at 24/7 Wall St.
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