2025 Portfolio Tips: Tech, Healthcare, Financials, and More
Update: 2025-12-22
Description
Financial advisors gear up for 2026, adjusting portfolios amid potential double-digit gains for the S&P 500. Theyre trimming exposure to mega-cap tech stocks, shifting to individual large-cap stocks for tax efficiency. Large-cap healthcare, particularly pharmaceuticals and biotech, are attractive. Financials, especially money-center banks, are also favored. Diversification is key, with energy, materials, and small/mid-caps gaining from lower rates. International markets, including developed Europe and emerging markets, are appealing. Private credit and alternatives are cautioned due to long lockups. Tax refunds could boost spending in early 2026, emphasizing the need for broad diversification and smart manager picks.
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