Making fortunes and letting it ride: 13 New Year investing resolutions
December 28, 2025
You can always be better.
A better family member. A better friend. A better human toward others. A healthier person. And, of course, a better investor.
Anyone that tells you they have the investing game all figured is, well, a dope. You can tell them that cold hard reality came from Brian Sozzi at Yahoo Finance — and feel free to send me their replies on X @BrianSozzi.
While it feels as if making money in the market is easy right now — if not for all of 2025 — the market could turn on a dime and run you over.
Think what would happen if Nvidia (NVDA) came out in a few months and had a key growth rate that slowed sequentially. What if that was backed up with a surprise dose of cautiousness from CEO Jensen Huang? Or, what if the new Fed chair in 2026 isn’t as dovish as the market is currently pricing in? That would severely damage the bull thesis on stocks.
Whatever the case, markets do not go up in a straight line, and that should mean you try each and every day to improve at the craft of making money. One way to do that is to make some investing resolutions and tape them to one of the eight screens you have at your investing command post.
These are my 10 investing-related resolutions for 2026:
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Take less management BS on earnings calls as gospel.
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Better understand the intricacies and motives behind executive compensation packages.
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Hold more weight toward GAAP financial results compared to non-GAAP financial results.
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Assign better investing scores for companies clearly seeing profit gains from new AI actions.
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Find five companies that seem ripe for an activist investor attack.
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Go and see an AI data center being built.
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Track capital expenditures at the 15 largest tech companies.
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Screen for the 10 “cheapest” members of the S&P 493 (the ex-“Magnificent Seven” names).
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Become better at spotting the top five stock formations.
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Find one small-cap company doing something amazing.
And here are three additional resolutions investing pros told me this week on Yahoo Finance’s Opening Bid.
“I’m a big rules follower. Even though history is a good guide, it’s never gospel. But one of the rules that I follow is if last year was an up year, you want to let your winners ride. If last year was a down year, you want to own the three worst-performing sectors. Using this alternate kind of investment strategy, you would have added about 300 basis points to the market’s return and beat the market 70% of the time. Obviously not a guarantee, but it’s an encouragement that the market says it has further to run.”
“Don’t time the market. Stay on the ride, enjoy it while it lasts.”
“I think we’re going to keep doing what we did in 2025 because it worked. I think the thing that is going to surprise people is that equal weight indices could outperform cap weighted indices. I think people who are just stuck in regular cap weighted indices, like the S&P 500, are going to be underwhelmed with their returns in 2026, and the people that venture out a little bit, such as the stock pickers, I think there’s going to be fortunes made under the surface.
“But the easy way to get exposure to that is with an equal weight index, in which case would be the first time in some time where the broadening and that participation overwhelms what people expect in the indices. And that’s a sign of health. That’s a good thing, not a bad thing.”
Brian Sozzi is Yahoo Finance’s Executive Editor and a member of Yahoo Finance’s editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com.
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