KEY-T 0.18 BIP.UN-T -0.15 POW-T -0.1 BBD.B-T 1.53 UNH-N -5.61 NTR-T 0.52 TGT-N 1.27
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Stan Wong Evolve FANGMA Index ETF TECH-T BUY Nov 24, 2021

Interesting strategy. Nice thing is you'll avoid some of the US estate tax issues. Gives you access to the 6 biggest tech names, equal weight. Likes all the names. He owns MSFT, GOOG, AMZN, FB. The only ones he doesn't own are AAPL and NFLX. FB provides a great opportunity at a great valuation. AMZN's cloud business will continue to grow. MSFT is doing well. GOOG is a strong player.
Stan WongStan Wong
No
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$12.090

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DON'T BUY

Evolve FANGMA Index ETF(TECH-T)

Dec 20, 2021
Exposure to big large cap tech names. Right now, with the Fed removing accommodations, these long duration assets and up-and-coming new tech could underperform for a while, most likely mot of 2022. The multiples are very high and they do well in deflationary environments. In an inflationary condition, value will outperform growth.
Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
No
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$11.600

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DON'T BUY

Evolve FANGMA Index ETF(TECH-T)

Jun 27, 2022
Holds six stocks that are not diversified. Also, interest rates are a pressure.
Mike PhilbrickMike Philbrick
Unknown
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$7.550

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DON'T BUY

Evolve FANGMA Index ETF(TECH-T)

Jun 29, 2023
Concerns about low trading volume or assets under management?

Very good question. He always insists on his investments being liquid. He has no interest in anything that he can't sell in 10 minutes. 

ETF market is so dominated by BlackRock, BMO, and Vanguard, everyone is squabbling over the remaining 15% of the market. So you end up with a lot of nichey products. Evolve has a number of very small ETFs. Adds an element of doubt, so he avoids them. It may be unfair, but he's dealing with retirees who don't need anything that's not liquid.

John HoodJohn Hood
No
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$10.740

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PARTIAL SELL

Evolve FANGMA Index ETF(TECH-T)

Nov 16, 2023

55 bps expense ratio. Strong performer this year, but not so much in 2022. How much is left in the tank? He owns some of the underlying names, and some names he will own tactically from time to time. With tech, a lot of names are extended on price to sales. Not a good entry point, expects rotation to better risk/reward areas.

Stan WongStan Wong
No
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$11.830

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