Stockchase Opinions

Stockchase Discover Horizon Kinetics Inflation Beneficiaries ETF INFL-N BUY Feb 15, 2022

Allan Tong’s Discover Picks Financials and energy make up the lion’s share of INFL, plus some commodities, and these two sectors have been leading North American indices so far in 2022 and are expected to in the near future, given rising rates and lack of oil supply and spiking demand. While the S&P and especially the Nasdaq have slid in 2022 so far, INFL has held steady, flat. Inflation has yet to peak, so INFL could see upside in the months to come. Beta is -1.13, though the MER is 0.85%. Read 3 Best Cyclical and Value ETFs for our full analysis.
$31.110

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An inflation-protection trade: he likes and owns JPM, but recommends also MS. He likes financials for their cyclical exposure. Thought MS is trading at all-time highs, they execute very well on all fronts. It trades at a slight premium, but deserves it. It's the best among banks. INFL holds stocks that will benefit from rising prices: small/mid-caps, 40% financials, 40% energy and 20% commodity names.