Bloomberg Surveillance: Balafas on Changing the Equity Mix in Portfolios
6/20/2025
Our founder and CEO, Sevasti Balafas, CFA, CPWA® chatted with the Bloomberg Surveillance team this morning on how she is positioning client portfolios after a surprising first half of the year.
Watch 'til the end to see how she thinks the S&P can break its range-bound 6,000 mark.
"We are defensive, yet still see opportunity for upside. We are neutral weight equities...but we are changing the equity mix.
We've changed to dividend stocks which tend to have more predictable income streams, we've increased our international weighting...we've reduced our small cap weighting...
But we're also focusing quite a bit on private markets and alternative investments. We really like alternative investments."
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