Trump reelected, rates falling bull run continues? Best sectors, ETFs, risk management?
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William, 2026 outlook: US growth 2.25% fueled by AI spend + fiscal stimulus. Shift from mega-tech to balanced—value cyclicals + EM debt. Strategies: 40% AI/semiconductors, 20% dividend aristocrats, 15% crypto ETFs (Morgan Stanley filing signals greenlight). Hedge: Gold + TIPS. My portfolio up 28% ’25; target 15-20% ’26 with 10% volatility cap.
Bullish but selective: Broadening beyond Magnificent 7. Top picks: Energy transition (clean + traditional), healthcare AI, small-cap rebound. ETFs: VTI core, SCHD dividends, BITO/spot BTC if approved. Tactics: Dollar-cost weekly, 60/30/10 stocks/bonds/cash. Rebalance quarterly. Client mandates hit 18% IRR ’25; projecting 12-16% ’26 amid deregulation tailwinds.