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Source document· December 7, 2025

Constructing your 2026 portfolio: 5 investing checklist to-do's

View original at finance.yahoo.com
Constructing your 2026 portfolio: 5 investing checklist to-do's Yahoo Finance Markets and Data Editor Jared Blikre and Slatestone Wealth chief market strategist Kenny Polcari take a look at market (^DJI, ^GSPC, ^IXIC) and sector action year to date to examine how investors should be constructing their 2026 portfolios…
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  • Market could see 10-15% decline in 2026 midterm year

    80% confidence

  • Healthcare sector will attract money in 2026

    80% confidence

  • Market loves gridlock because it's predictable

    80% confidence

  • Risk is the only thing you can control in investing

    80% confidence

  • AI is not in a bubble, though valuations are stretched

    80% confidence

  • Financials will be a strong sector in 2026

    80% confidence

  • IBM is a leader in quantum computing space

    80% confidence

  • XLE energy sector ETF is ready to break out

    80% confidence

  • Fed funds rate will be in 3.5-3.75% range after December meeting

    80% confidence

  • Fed should not cut rates further, current levels are historically normal

    80% confidence

  • 2026 is a mid-term year that could bring chaos, confusion, and volatility

    80% confidence

  • Market expectations at start of 2025 were 8-12% total return

    80% confidence

  • There is massive energy demand, not waning demand

    80% confidence

  • Democrats expected to retake House, Republicans to maintain Senate in 2026

    80% confidence

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What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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