Part 6/11:
For those aiming to outperform the market, tactical rebalancing is recommended. This could involve increasing holdings in AI, big tech, and semiconductor stocks, which are positioned to benefit from continued technological advancements. Contrarians, on the other hand, might favor fixed income instruments and Real Estate Investment Trusts (REITs), especially as high interest rates have depressed their valuations. Over a three-year horizon, fixed income and REITs could deliver strong returns—not only through dividends but also capital appreciation, as valuations normalize alongside interest rate changes.