🚨🚨 In February, I recommended trades in two of the five IVA Portfolios. You can review the trades and my reasoning behind them here. 🚨🚨
It’s only two months into the year; let’s not pop the champagne just yet. But so far, my 2026 Outlook is looking very on target.
No, I didn’t make a bold call on where the market would go. I didn’t predict a melt-up or a crash. And I certainly didn’t try to handicap geopolitics or tariffs.
Instead, I made a simpler point: While wary of the top-heavy, AI-dominated index funds—like 500 Index (VFIAX)—I still saw plenty of market opportunity to compound wealth.
In short, I was banging the diversification drum.
And so far, that’s been the right instrument to play.
Vanguard’s flagship 500 Index is off to a sluggish start, up just 0.7%. The biggest growth stocks, which pulled the market index to soaring levels last year, have turned around and caused most of the damage. MegaCap Growth ETF (MGK) is off 6.3% in 2026, while artificial intelligence (AI)-linked sectors—Information Technology ETF (VGT) and Communication Services ETF (VOX)—are in the red.
The story doesn’t end there.