Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments, breaks down how to trim tech after its parabolic run and the names she’s rotating into now.
00:00:00 Introduction
00:00:12 Is This a Healthy Rotation or a Market Top?
00:01:19 The Biggest Rotation Mistake Investors Make
00:02:05 Should You Trim Semis? Where to Invest Instead
00:02:57 Should You Still Own Big Tech?
00:03:32 Why She’s Adding More Defense to Her Portfolio
00:04:32 The Biggest Market Red Flags Right Now
00:05:38 What Would Make Her Buy More Tech?
00:06:30 How to Take Profits Without Selling Too Early
00:07:21 Is an S&P 500 Index Fund Enough?
00:08:10 Why Adobe Could Be an AI Winner
00:09:44 Why She’s Still Bullish on ASML
00:10:59 Is It Time to Take Profits in Bloom Energy?
00:12:12 Why Gilead Stands Out in Healthcare
00:13:08 Why She’s Buying a UK Bank
00:13:59 Rapid Fire: This or That
Subscribe |
Earn. Live. Invest. |
TheStreet Pro |
#Investing #Stocks #wallstreet
Recorded: July 7, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
source
