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Successful investing in 2026 is not about chasing last year’s winners. It’s about positioning for what comes next.

In this video, we break down how we are approaching the market as leadership broadens and fundamentals start to matter more. After years of narrow performance driven by mega-cap tech, small- and mid-cap stocks are beginning to reassert themselves – and we highlight where investors can find opportunity without taking unnecessary risk.

We also introduce the idea of a “risk sandwich,” balancing stability, selective upside, and higher-risk ideas within a diversified portfolio. The conversation covers income versus growth, valuation discipline, sector rotation, and why investors should focus on thoughtful adjustments instead of wholesale portfolio changes just because the calendar flipped.
 

00:15:55

Timestamps:

• 00:00 – New Year, New Stock Picks
• 00:26 – Inside the 2026 Top Picks Report
• 01:32 – Early 2026 Market Backdrop
• 01:54 – The “Risk Sandwich” Framework
• 02:35 – Shift Back to Fundamentals
• 03:06 – Market Breadth Expands Beyond Tech
• 03:54 – Portfolio Strategy for a New Year
• 04:08 – Why Small- and Mid-Caps May Lead
• 05:41 – Adjusting Around the Core Portfolio
• 07:31 – Growth Ideas and Turnaround Themes
• 10:12 – Risk Spectrum From Income to Innovation

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