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2026 Investment Strategy - Growth with some Risk

U
Jan 2, 2026 · 20:30

Here is my proposed allocation 2026 and how I rebalanced when the market re-opened today. I am selling all VOO/VTI and replacing with them looking toward a future in 2026 with a weaker dollar and a much larger US debt. SMH is my high risk bet with a 15% trailing stop (and it cranked +3% today so far), I think SMH is the play for 2026 but don't want to be the bag holder when AI purchasing grinds to a halt and it will at some point.

**2026 Portfolio Allocation**

30% SCHG (Growth), **US Growth:** Cash-rich monopolies that survive high rates.

20% SCHD (Value), **US Quality:** Companies with real profits, avoiding the "zombies" in VTI.

15% SMH (Semis), **High Risk Bet** in the AI buildout

15% Gold (GLD), **The Insurance:** Protection against US dollar "debasement."

10% Int'l (VYMI), **The Escape:** Exposure to non-US economies.

10% Cash (SGOV), **The Parking:** Earns 5% yield while waiting for volatility, keeping any cash here and will DCA in monthly.

Because of how US Debt is shifting, buying VTI in not sufficient anymore. I can't prove it but I think the long-term play for the USA is to try and herd everyone into crypto for a pump-n-dump in an effort to pay down the debt.

Consider this [The Quiet, Fateful Shift in Who’s Buying America’s Debt](https://www.reddit.com/r/Economics/comments/1pyb3i4/the_quiet_fateful_shift_in_whos_buying_americas/)

I named this the "Gretsky retail investment strategy", because I am trying to skate to where the puck is going, not where it is today or the path it has been on. No disrespect to the Boggle-Heads but take a hard look at "VOO and chill" strategy 5-years from now vs. this allocation.

I await your flaming arrows.