Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
The Case for a Three-Fund Core Portfolio in 2026
Lucas and Luna revisit the classic three-fund portfolio in light of August 2026's market moves. With the S&P 500 near 7,660 and small caps (Russell 2000) hovering at 3,002, they debate whether a simple index core still beats active stock picking. They discuss the recent divergence between growth and value — Meta up 5.4% in five days while NVIDIA slipped 3.3% — and what that means for a balanced approach. Lucas shares a concrete allocation framework for a concentrated stock picker who wants a boring foundation. Luna pushes back on whether adding a total international fund is still worth…
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