Shifting Winds & Smart Suspension: Tactically Tuning Portfolios for the Road Ahead
Wrought Financial Planning performed a tactical portfolio rebalance on May 28, 2026, exclusively in tax-sheltered accounts to avoid short-term capital gains. The adjustments included trimming the equity overweight from 3% to 1%, consolidating risk into U.S. large-cap growth and AI-driven technology, and cutting core bonds to fund a liquid alternatives allocation for protection. They are also maintaining hedges in aerospace, defense, and gold to guard against geopolitical risks like the Iran War, as traditional bonds are no longer serving as a reliable shock absorber.
