YWR: Time to figure out '26

It’s that time of year to think deep thoughts and make predictions about the next 12 months.

I’m still working on my views for 2026, but I realised I don’t have a good sense of everyone’s expectations anymore. Maybe you are the same.

Are we still bullish? Is gold overdone? Does anyone like Japan?

Does the S&P do it again? Etc.

So let’s fill out this quick survey and see where we stand.

YWR 2026 Asset Allocation Survey

Please also share it with friends. The more responses the better.

We will review the results together.

• The personal questions are optional, but include your name/username if you want bragging rights and a chance to win a prize at the end of 2026 for best ETF allocation.

• In the surprise section describe 2 unexpected events or trends you think have a chance of unfolding in 2026.

• Finally, and this is the most important question, pick 3 ETF’s you expect to perform well in 2026. There is the option to add 1 ‘Other’ ETF of your choosing. We want to get a good sense of what everyone likes for next year.

Have a good rest of the week.

I’ll be in the US.

Erik