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Blackrock 2026

Institutional consensus: AI leaders + cash-flow assets + EM

BlackRock 2026 Outlook

3Y
Total Return
+67.9%
3Y
Sharpe Ratio
1.22
3Y
Max Drawdown
-11.9%
3Y
Win Rate
57.7%
3Y
Alpha
-4.2%
3Y
Comp. Score *
0.30
Risk Parameters
Max Allocation14.7%
Stop Loss11.9%
Take Profit9.5%
Max DD Tolerance11.9%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleBuy 0.5% below market in uptrend.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
TLT BUY 13% 6.3% below entry 5.0% above entry 28.0% TVYH
INDA BUY 15% 7.7% below entry 6.1% above entry 22.8% TVYH
BRK-B BUY 18% 8.8% below entry 7.0% above entry 19.9% TVYH
V BUY 22% 10.8% below entry 8.6% above entry 16.2% TVYH
META BUY 36% 18.1% below entry 14.4% above entry 9.7% TVYH
UNH BUY 43% 21.5% below entry 17.1% above entry 8.1% TVYH
MSFT BUY 24% 12.1% below entry 9.7% above entry 14.4% TVYH
AMZN BUY 33% 16.4% below entry 13.1% above entry 10.7% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -28% drawdown to return 228% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
81.3%
Avg 5Y Sharpe
0.61
10Y Return
227.7%
10Y Sharpe
0.64
HODL Composite
0.83
Consistency
92%
Suitable for passive
Yes