Opinions
David Burrows
SPDR S&P Capital Markets ETF
KCE-N
BUY
Aug 11, 2022
A capital markets ETF with MS, GS and so on. Twice the dividend yield of XLF, with a higher growth rate, and outperforming nicely since April. Either go with KCE, or pick an individual name like MS.
$86.670
Stock price when the opinion was issued
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BUY
US financials ETF?
In his ETF long/short fund, financials are his second-biggest weighting. XLF includes BRK.B, Visa, JPM, a few regional banks, asset management companies, P&C companies. All are performing well right now. Only made a new high in the last year, start of a new, longer-term bull market.
KIE also looks really good, the insurers. KCE includes asset managers and investment banks, also good.
See his Top Picks.
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