New words, timeless ideas
We share five New Year’s resolutions that we believe can help investors cut through the noise and build robust portfolios for the future.
In 2025, I picked up new terms like DeepSeek, Gemini 3, economic statecraft, and involution to keep pace with a rapidly changing world. Yet while there will be many new ideas and words to stay on top of in 2026, now is a good time to consider the timeless principles that can guide portfolio decisions in the new year.
In keeping with my annual tradition, here are five New Year’s resolutions that I believe can help investors cut through the noise and build robust portfolios for the future.
- Take stock: Review your plan
- Get moving: Put cash to work
- Build resilience: Strengthen your core
- Sleep better at night: Hedge market risks
- Seize the moment: Seek tactical opportunities
Whatever your goals for the coming year, I hope the resolutions explored in this letter will help you build a robust portfolio for 2026 and beyond. We wish you a happy holiday season and a prosperous year ahead.
