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News articleYahoo Finance· 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…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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The claims Via News extracted from this document. We point to the source; we don't replace it.

  • There is massive energy demand, not waning demand

    80% confidence
  • Market loves gridlock because it's predictable

    80% confidence
  • IBM is a leader in quantum computing space

    80% confidence
  • Democrats expected to retake House, Republicans to maintain Senate in 2026

    80% confidence
  • Risk is the only thing you can control in investing

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

    80% confidence
  • Fed should not cut rates further, current levels are historically normal

    80% confidence
  • Market could see 10-15% decline in 2026 midterm year

    80% confidence
  • Healthcare sector will attract money in 2026

    80% confidence
  • 2026 is a mid-term year that could bring chaos, confusion, and volatility

    80% confidence
  • Financials will be a strong sector in 2026

    80% confidence
  • Market expectations at start of 2025 were 8-12% total return

    80% confidence

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What we know · the intelligence behind this page
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What we're seeing
Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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