Managing a Portfolio Full of Winners 6/4/26

Managing a Portfolio Full of Winners 6/4/26

From Halftime Report by CNBC

June 4, 2026 · 47 min

About this episode

The Investment Committee discusses whether to maintain investments in winning stocks or to rotate out, while also covering the upcoming Space X IPO.

Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest. Investment Committee Disclosures

People in this episode

Host: Scott Wapner

Guest: Leslie Picker

Topics covered

  • portfolio management
  • stock market
  • investment strategies
  • Space X IPO
  • high-flying stocks

Keywords

  • portfolio
  • winners
  • stocks
  • Space X
  • IPO
  • investment committee
  • market debate

Mentioned in this episode

Organizations: Space X

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