Davenport Multi-Asset Portfolios Q1 2026 Update

Davenport Asset Management14 FollowersFollow5ShareSavePlay(5min)CommentsSummaryMarket sentiment has been shifting rapidly, driven largely by recent developments in Iran and fluctuations in oil prices.As a result, making meaningful near-term forecasts is difficult, and making dramatic shifts in your portfolios could result in missed opportunities.Given the rally over the past year, we anticipate shifting some exposure from equities to fixed income, which we view as a prudent step in light of recent volatility. juvaida khatun/iStock via Getty Images Market Returns (%) Q1 2026 1 Year Large Cap Stocks -4.3% 17.8% Value Stocks 2.1% 15.9% Growth Stocks -9.8% 18.8% Mid Cap Stocks 1.3% 16.0% Small Cap Stocks 0.9% This article was written byDavenport Asset Management14 FollowersFollowDavenport Asset Management is a boutique money manager founded in 1984 with over $12 billion in assets under management. Their competitive advantages come from our history, partnership, independence, experience, and process refined over the 160-year history of the firm. Note: This account is not managed or monitored by Davenport Asset Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Davenport Asset Management's official channels.