With the S&P 500 sitting at all-time highs and with the majority of these gains being driven by large-cap, momentum-driven tech stocks, on the whole I'm recommending a rotation of your portfolio out of large-cap tech and into more value-oriented small- and mid-capWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. ...

With the S&P 500 sitting at all-time highs and with the majority of these gains being driven by large-cap, momentum-driven tech stocks, on the whole I'm recommending a rotation of your portfolio out of large-cap tech and into more value-oriented small- and mid-capWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. ...