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Consider swapping some winners before the market wakes up Investors may finally have to stop balancing pencils on their upper lips and swiping their way through Tinder, because the trading malaise that’s hung over markets is about to lift.

The Fed meeting next week, if nothing else, will almost certainly goose volumes and set the oft-volatile fall season in motion. At least it’ll feel that way relative to what we’ve seen over some of the slowest weeks in years.

There are times to ignore your portfolio, and there are times to pay attention. Now just might be the latter. Stocks are at new highs, interest rates could be on the move, and the era of easy money is winding down. That’s a recipe for something.

“While the benefits of totally neglecting your portfolio seem to have surprising merit, there is a clear downside to this strategy,” says Daniel Solin, author and financial advisor for Buckingham. “Unless you periodically rebalance your portfolio by selling asset classes that have increased in value and buying those that have decreased, you will either be taking too much or too little risk.”

And, unless your entire portfolio consists of wheat, copper and Russian stocks, you’re probably holding some asset classes that have enjoyed a nice bump this year. It might be worthwhile to do a little housekeeping by taking a look at emerging markets or replacing cheeseburgers with tofu (see more on both below).

Key market gauges: Despite a mild break in the monotony on Tuesday, the market has been uninspired. Today is shaping up to be more of the same. For now, futures on the Dow  /quotes/zigman/21588489/delayed YMU4 and the S&P  /quotes/zigman/20258909/delayed ESU4 are lower, after the Nikkei  /quotes/zigman/5986735/delayed JP:NIK proved to be a rare bright spot in Asia /quotes/zigman/6959860/realtime XX:ADOW . Europe  /quotes/zigman/2380150/delayed XX:SXXP is mixed in the early going.

The quote of the day: “If Alibaba wanted to defraud investors, it absolutely could. China is to stock fraud as Silicon Valley is to technology.” Carson Block, founder of Muddy Waters Research, in a Wednesday presentation in New York.

The buzz: After another “credential dump”, the Russians know your password. And Google  /quotes/zigman/30194416/delayed /quotes/zigman/30194416/lastsale GOOG is doing what it can to stop the cyber-invasion.

The mixed reception for the Apple  /quotes/zigman/68270/delayed /quotes/zigman/68270/lastsale AAPL Watch continues. Ricky Gervais joined in the fun with this Facebook post that’s garnered almost 400,000 likes:

Lululemon Athletica  /quotes/zigman/39660/delayed /quotes/zigman/39660/lastsale LULU rallied 6.8% premarket after its second-quarter earnings topped expectations.

If you’ve turned a blind eye to GoPro  /quotes/zigman/34007695/delayed /quotes/zigman/34007695/lastsale GPRO shares simply because you can’t stand to see another crazy extreme video, you’ve missed a rally even more insane than the angles the camera captures. The stock rocketed more than $4 yesterday and is now up 185% since its IPO price in June.  Here’s a chart on Bespoke showing how the stock has helped the Bloomberg IPO index get back on track. The chart of the day: You’re not alone if U.S. markets have you feeling a bit queasy. These stocks have been on a tremendous run and now comprise more than 50% of the value of global equity markets, according to Ben Carlson of the Wealth of Common Sense blog. International markets have been unable to keep pace, so our home bias has paid off. But it won’t forever. “For those that are worried about CAPE ratios and profit margins, diversifying globally is one of the best forms of risk management over longer time horizons,” he said.

Good luck picking the winners. Just look at this quilt from Novel Investor to get an idea of just how random it’s been in recent years. It’s easier now than it’s ever been to actually get exposure to markets, but it still looks like a crapshoot. “Now that these countries are becoming more stable and easier to invest in on a standalone basis, many investors are trying to weed out the best performers from the rest,” Carlson said. “These results show that this will be no easy task.”

The call of the day: The organic food movement took hold long ago. And the profits have been pouring in. But when General Mills  /quotes/zigman/227548/delayed /quotes/zigman/227548/lastsale GIS announced the Annie’s  /quotes/zigman/9364222/delayed /quotes/zigman/9364222/lastsale BNNY acquisition, it served as a reminder that consumers want healthier food and bigger corporations are going to give it to them. “I’m not saying you have to eat healthy, but when it comes to trading in this market, it’s time to put down that cheeseburger,” says Greg Guenthner of the Daily Reckoning blog.

On the flip side, the likes of McDonald’s /quotes/zigman/233369/delayed /quotes/zigman/233369/lastsale MCD , Potbelly /quotes/zigman/21306639/delayed /quotes/zigman/21306639/lastsale PBPB , Noodles & Co. /quotes/zigman/18785965/delayed /quotes/zigman/18785965/lastsale NDLS and Red Robin  /quotes/zigman/88405/delayed /quotes/zigman/88405/lastsale RRGB have taken some hits lately. “Playing this trend is simple. Just ditch your traditional fast-food and casual-dining stocks for names in the organic and healthy food industries,” Guenthner wrote.

He didn’t go into specifics, but some names include Hain Celestial /quotes/zigman/82824/delayed /quotes/zigman/82824/lastsale HAIN , Boulder Brands /quotes/zigman/13547501/delayed /quotes/zigman/13547501/lastsale BDBD and United Natural Foods /quotes/zigman/61530/delayed /quotes/zigman/61530/lastsale UNFI .

Random reads: “Desecration of a venerated object” is a misdemeanor. And in this case, we’re talking about a sex act with a Jesus statue.

From slides to shrooms, look what happened to this Dutch water park.

Finally, a burger with black cheese, black sauce and a black bun.

Screw it, I refuse to be reborn if this keeps up, warns Dalai Lama.

Donald Trump extends an olive branch to Barack Obama. Free golf at any of his golf clubs (one catch: the president has to resign first).

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