The Investment Thread

El Caliente said

Have you guys looked at rebalancing your portfolios since Trumps win?

I saw a blurb that folks who had 60/40 (fixed equities/fixed income) portfolios in 2020, and didn’t touch them now have 80/20 portfolios. Seems like we are all ripe for a rebalancing. I’m personally wondering how I should shift my portfolio after the win. Thinking more small to mid-caps.

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I haven’t really done a deep dive or anything, but a starting point could be looking at what the movers were during his first administration before Covid hit. Obviously there’s a lot more global headline risk, so you’ll need to factor that in since there was no Ukraine/Israel conflict going on at that time.

Also, interest rates and inflationary conditions will have an impact even after the recent 25 basis point cut.