Investors know the fourth quarter is typically a strong season for investors. However, the script has been flipped this year for many months, including September, typically a poor month but quite strong in 2025.
As we go through Q4, there are plenty of concerns ahead, and every investor needs to take a hard look at their portfolio. In today's video, I will discuss some of those concerns and some of the changes in my portfolio, including a new stock: S&P Global (SPGI +0.02%).
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*Stock prices used were end-of-day prices of Oct. 3, 2025. The video was published on Oct. 4, 2025.