Portfolio roadmap: 4 steps to stay ahead in 2026

Table showing recommended weightings (Underweight, Neutral, Overweight) for equity and fixed income categories, including U.S. large-cap, mid-cap, small-cap stocks, international equities, and bonds. Source: Edward Jones
Table showing recommended weightings for value-style and growth-style equity: both marked as neutral. Source: Edward Jones
Table showing sector weightings: overweight in financial services, health care, and technology; neutral in energy and real estate; underweight in consumer staples and utilities. Source: Edward Jones
Table showing risk positioning: neutral for interest rate risk (duration) and credit risk. Source: Edward Jones
Table titled “Asset Class Performance, U.S. Equity Sector Performance, and U.S. Equity Style Performance.” It shows total returns for 2024, 3-year, and 5-year periods across multiple categories. Source: FactSet. Cash represented by the Bloomberg US Treasury Bellwethers 3-Month index. U.S. investment-grade bonds represented by the Bloomberg US Aggregate index. U.S. high-yield bonds represented by the Bloomberg US HY 2% Issuer cap index. International bonds represented by the Bloomberg Global Aggregate Ex USD hedged index. Emerging-market debt represented by the Bloomberg Emerging Market USD Aggregate Index. U.S. large-cap stocks represented by the S&P 500 Index. Developed international large-cap stocks represented by the MSCI EAFE index. U.S. mid-cap stocks represented by the Russell Mid-cap index. U.S. small-cap stocks represented by the Russell 2000 Index. International small- and mid-cap stocks represented by the MSCI EAFE SMID index. Emerging-market equity represented by the MSCI EM index. Equity sectors represented by GICS sectors of the S&P 500 Index. Growth represented by the Russell 1000 Growth Index. Value represented by the Russell 1000 Value Index. All performance data reported as total return. Net total return is used for MSCI EAFE, MSCI EAFE SMID and MSCI EM. Past performance is not a guarantee of future results. An index is unmanaged, not available for direct investment and not meant to depict the performance of an actual investment. Performance does not include payment of any expenses, fees or sales charges, which would lower the performance results. The value of investments fluctuates, and investors can lose some or all of their principal. Past performance does not guarantee future results.

Important Information:

Past performance of the markets is not a guarantee of what will happen in the future.

Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk.

The value of investments fluctuates and investors can lose some or all of their principal.

Diversification does not ensure a profit or protect against loss in a declining market.

This material is for general informational purposes only and is not intended to predict of guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to changes. This materials should not be interpreted as specific recommendations or investment advice for any particular investor or potential investor. Investors should make investment decisions pase on their unique financial situation.