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
As of Sep 11, 2026. Market Open.
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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Gilman Hill Asset Management
Cerity Partners
Boston Private
Capital Wealth Planning
Scotia Wealth Management
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.