Mid-Year Portfolio Check: Rebalancing Your FX-Gold-Equity Mix
We’re halfway through 2026, which makes this the traditional moment for an honest portfolio review. Not a prediction exercise — an allocation exercise. Here’s a framework. Start with what the first half taught The H1 scoreboard: US stocks up mid-single-digits, gold down sharply, bitcoin down 18%, and the dollar up nearly everywhere. If your portfolio […]