Year-End Portfolio Strategies

Get ahead of the finish line for 2026 with our full-day virtual event: Year-End Portfolio Strategies. Our savviest investing and trading experts will walk you through portfolio strategies and tactics that can ensure you’re positioned for a strong finish to this year – AND a great start to 2027. Key areas of focus will be energy markets, the technology sector, and ways to optimize tax efficiency. Before the year closes, it’s time to reposition your portfolio for the NEXT round of promising investments – in sectors like tech, AI, energy, and more. Plus, learn how to legally minimize your tax bill, maximize deductions, and structure investments for optimal after-tax returns. This is highly practical, interactive education delivered by MoneyShow’s best experts. It’s designed to help you keep more of what you earn, plus grow your portfolio more efficiently in the new year. View live market analysis, get timely portfolio recommendations, and identify new avenues to profit in the current environment from the pros. Discover the latest investment opportunities, pick up valuable current research, and learn fresh approaches to the markets from top companies. Inside every virtual booth, there’s a selection of short videos you can watch on a variety of investment topics. Set up one-on-one meetings with companies to expand your network and find straight answers to your questions. Play to win exciting prizes from various exhibitors and MoneyShow, ranging from gift cards to company swag to shares of stock! Features a collection of all downloadable materials, plus a digital briefcase to store what you’ve collected all in one place. Get to know some of the most forward-thinking companies in the industry. This was my first Expo. I was super impressed and learned so much. I found the speakers inspiring and most were good communicators/educators. For my level, it was the perfect balance between graspable concepts (building on my foundation) to challenging. I attend for the purpose of identifying possible future investments. Over the many years, I have gained a considerable amount of knowledge from attending the shows, which has been extremely helpful making sound investment decisions. Impressive speakers and companies. I've made a few connections that I think will be very worthwhile going forward. So much is disseminated as to knowledge on all levels.