2026 Focus: We can invest in many areas, but not all areas are good.

Gold. Bitcoin. Real Estate. Oil. Mag 7 Stocks. Crypto. Silver. Natural Gas.

This list of 'high flyers' and media 'marketed' investments goes on and on. And it will change with the tide. So how can we make heads or tails of what is good for a portfolio to own?

We have used Technical Analysis to compliment our selection process of investments for client portfolios for over 10 years. We have found that this extra layer of work guides us into areas that are not just what you hear about in the headlines! Most recently, we have owned a few areas that have outperformed the general market indices. For example, Energy (see Jake's most recent video) is one that we recently trimmed near a topping area and has been a holding that outperformed well in January. Gold had been on a hot streak and our position here was sold in a timely manner before a large decline at month end. Another example of a change in January is seen in small cap and mid cap ETFS. Overweighting of these, as well as International, has been a good source to help portfolio performance so far in 2026. We don't proclaim to be 'market timers'. Yet, being passive as an investor differs to us than proactively reviewing and adjusting portfolio allocations as the areas of market strength change over time.

So the question often becomes, 'what's next and what does the rest of this year have in store'? As the tide of what works and what is good ebbs and flows, we work to trim, sell, or take gains. We have been working to adjust some of the specific areas that we feel can help through volatile times ahead while avoiding areas that have gone from good to bad! Patience through this is suggested as we believe the year end could be positive as we get past the needed changes in market leadership.

So although we can choose to invest in many different areas, not all will be good. Much like the scripture advice this month from 1 Corinthians 10:23, You say, “I am allowed to do anything”—but not everything is good for you. You say, “I am allowed to do anything”—but not everything is beneficial.

When you find yourself getting caught up in headline 'advice' about what to own and what to do next, we suggest your turn off that Youtube video and get in touch with us with our "In Touch" series of information that comes to you each month. We are working diligently on your behalf to eliminate the fear of missing out (FOMO) and attempting to map up your portfolio to your long term financial goals! Thanks for your trust in allowing us to choose what we believe is good!