The MoneyFlows Show
Ep. 81 - Midterm Election Year Strategy for 2026
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As investors approach 2026, they need a game plan for a historically volatile scenario.
The election cycle has predictable trends that we all need to heed.
Here is the midterm election year strategy for 2026.
Our portfolios have benefited from Mega-cap dominance in the last few years. At last measure, the top 10 stocks in the S&P 500 now account for 40% of the pie.
But could this dominance take a back seat in 2026? I believe it is possible.
Now, I’m not calling for a bear market. I’m simply suggesting we should be open to a change in leadership as we head into 2026.
This stance revolves around the weakness that typically comes in midterm election years.
What’s unique about today’s market is we are in a rate-cutting cycle. And if President Trump announces a dovish Fed chair, rates can spiral fast.
This should boost value-oriented areas rich in dividend income.
Recently those quiet sectors have gotten a boost of life…and I believe they can generate a lot of alpha next year.
Disclosure: This recap uses AI to better explore our post here: https://moneyflows.com/blog/midterm-election-year-strategy-for-2026/
Remember none of this is personal advice of any kind. This is for entertainment and informational purposes only.