Mike PhilbrickRoundhill Magnificent Seven ETFMAGSTOP PICKJan 21, 2025
Holds the Mag 7 tech stocks, preeminent, but high-risk names. Fundamentals and technical point to continued strong performance. You must hold this area.
Likes some of the names in the Mag 7. Since there are only 7 names, he prefers to just directly purchase the names he really likes. Up 21% over the past year, but he has reservations about TSLA and MSFT. MER is 29 bps, and it's not as though you're getting extreme diversification with that.
(Note the shorter timeframe.) Experiencing volatility, seeing rotation out of the mega-cap tech stocks. Keep it in your portfolio, but at a smaller weight.
MER is 29 bps. If you want exposure to the Mag 7, this ETF will do that for you. Note that its performance encompasses the decline into "liberation day". He had made this a Top Pick in January.
Holds the Mag 7 tech stocks, preeminent, but high-risk names. Fundamentals and technical point to continued strong performance. You must hold this area.