This ETF focuses on fundamentals and every three months it re-balances. This gets away from the Magnificent 7. He bought this in December and has performed well for him.
Stock price when the opinion was issued
This pick was to have something different than the S&P 500. Did well for a while, and then pulled back.
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Croft Financial Group
5i Research
Short Hills Capital Partners
Douglas C. Lane & Assoc.
New Edge Capital
This ETF focuses on fundamentals and every three months it re-balances. This gets away from the Magnificent 7. He bought this in December and has performed well for him.