About this episode

The episode discusses the importance of mid-year portfolio rebalancing and provides practical steps for investors to realign their investments.

Halfway through 2026 is a perfect moment to pause, take stock, and realign your investments for the second half of the year. In this episode of Alternative Investments Chat , Erica and Erin walk through a clear, practical mid‑year rebalance playbook, covering why portfolios drift, when to act, how professionals think about risk mid‑year, and how to rebalance tax‑efficiently. They also discuss what accounting for illiquid alternatives such as private credit, real estate, and private equity entails. They break rebalancing into simple steps, show a hands‑on example (Phoebe’s portfolio), and give the checklist pros use to decide whether to top up winners, trim outsized positions, or simply stay the course. Listen to Learn: Why a mid‑year rebalance matters and how to compare your current allocation to your original plan. Calendar vs. threshold methods, and how to prioritize taxable vs. tax‑advantaged accounts. How to treat illiquid alternatives and private holdings using distributions, scheduled exits, or contributions to other buckets. Tax considerations and practical tips to avoid unnecessary gains by rebalancing inside retirement accounts when possible. This episode is ideal for…

More episodes of Alternative Investments Chat

• Investing During Earnings Season: What Public Markets Don’t Tell You · June 30, 2026 · 22 min
• Private Credit, Higher for Longer · June 16, 2026 · 25 min

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