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 Nov 12, 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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CNBC
Stephenson & Company Capital Management
Davis Rea
ETF Capital Management Inc.
iA Global Asset 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.