This pick was to have something different than the S&P 500. Did well for a while, and then pulled back.
Stock price when the opinion was issued
As of Jul 13, 2026. Market Open.
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.
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CNBC
ETF Capital Management Inc.
iA Global Asset Management
Short Hills Capital Partners
Gilman Hill Asset Management
This pick was to have something different than the S&P 500. Did well for a while, and then pulled back.