3 BIG changes I'm making to my $8M portfolio in 2026
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3 BIG changes I'm making to my $8M portfolio in 2026
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About this listen
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Every year, the way you manage wealth should evolve. In this episode, I break down the biggest changes I’m making to an $8M portfolio heading into 2026 — including what I’m exiting, where I’m reallocating capital, and the annual framework I use to make these decisions with clarity instead of emotion.
This isn’t about chasing returns. It’s about reducing risk, increasing liquidity, simplifying operations, and making sure your wealth can compound through any market environment. From private investments to public-market income strategies, and from operational cleanup to long-term succession thinking, this episode pulls back the curtain on how a portfolio gets run like a real business.
If you’re managing between $1M and $30M and want to stop reacting to the market and start thinking like a Portfolio CEO, this breakdown will change how you approach the next year.