Markets Are High. Consider Derisking Your Portfolio.
[…] Maggie Kulyk, founder of Chicory Wealth, increased client’s international equity holdings to 30% of the firm’s portfolio’s total equity position several months ago because of U.S. large-cap valuations. The portfolio’s equity asset allocation leans to blue-chip names and has a higher dividend exposure than the MSCI World Index, its benchmark. While Kulyk owns technology stocks, the portfolio favors defensive sectors including consumer staples, utilities and materials.
Between the U.S. debt issues, macroeconomic and political instability, the markets’ euphoria is unsettling, advisors say. “This feels to me like a much more fragile market than what it might appear at a glance,” Kulyk says.
September 23, 2025 / by buffalobuilt
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