Your "ETF and chill" strategy just got a reality check. Halfway through 2026, the S&P 500 is no longer the only game in town — and the smartest investors are quietly restructuring. Chips, crypto, Singapore blue chips, UCITS ETFs — what's hype and what's genuinely worth owning? Oriano Lizza from CMC Markets and Ritesh Ganeriwal from Syfe cut through the noise. Less FOMO, more discipline. This is your mid-year portfolio wake-up call.

Synopsis: Every Monday, The Business Times breaks down useful financial tips.

Highlights:

01:11 Is it time to look beyond US stocks?

04:22 Hot sectors: smart bet or expensive FOMO?

07:57 What is driving the trading surge?

10:17 What a truly resilient portfolio looks like

13:19 Don’t make these mistakes in H2

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Ritesh Ganeriwal, managing director and head of investment advisory at Syfe and Oriano Lizza, sales trader at CMC Markets

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

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