The Panic-Proof Portfolio (Stockchase Research)

We again reiterate XMU, which focuses on US equities that demonstrate lower volatility over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend maintaining the stop at $83, looking to achieve $105 -- upside potential of 18%.  Yield 1.1%

We again reiterate this iShares ETF focused on global equities (60% North American) - providing excellent market diversification - as a TOP PICK.  It targets companies that demonstrate lower volatility over time along with growth potential.  We recommend maintaining a stop-loss at $55, looking to achieve $70 - upside potential over 18%.  Yield 2% 

We again reiterate ZGI, an ETF that manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher.  Holdings are worldwide, but company shares trade in the US and Canada.  Since inception, it has achieved an annual return over 11%.  We recommend maintaining a stop at $53, looking to achieve $69 -- upside potential of 18%.  Yield 2.6%  

Our PAST TOP PICK with VDY is progressing well.  To remain disciplined, we recommend trailing up the stop (from $63) to $69 at this time.  

Our PAST TOP PICK with CDZ is progressing well.  To remain disciplined, we recommend trailing up the stop (from $40) to $43 at this time. 

We reiterate MCY, a property and auto insurance provider with 6300 agents in 11 US states as a TOP PICK.  Recently reported earnings per share growth was 60% higher than analyst expectations, with premiums earned up 13% -- double the growth expected.  It trades at 9x earnings, 2.2x book and supports a robust ROE of 33%.  We continue to recommend a stop at $89, looking to achieve $120 -- upside potential of 17%.  Yield 1.3%

We reiterate APA as a TOP PICK.  Energy is on the forefront of market interests and the company is well established in the low-cost Permian basin with some international and longer term assets yet to be developed.  It trades at 9x earnings, under 2x book and supports a ROE of 20%.  We continue to recommend a stop at $34, looking to achieve $45 -- upside potential of 18%.  Yield 2.5%

We reiterate this developer of semi-conductor chips used in global AI build out as a TOP PICK.  They company's accelerator AI chips unlock customer customization that gives it a unique advantage, especially in data center networks.  Analysts expect earnings growth over 45% annually for the next 3-5 years.  We also like that cash reserves are growing, while debt is retired and shares bought back.  We recommend trailing up the stop (from $340) to $378, looking to achieve $498 -- upside potential of 18%.  Yield 0.6%

Our PAST TOP PICK with ATAT has triggered its stop at $34.  To remain disciplined, we recommend covering the position at this time.  

Our PAST TOP PICK with MAL has achieved its target at $29.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $20) to $22.  

Our PAST TOP PICK with MPWR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $1200) to $1400 at this time.

Our PAST TOP PICK with ANDG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $28) to $31 at this time.  

We reiterate COPX as a TOP PICK.  With inflation, global energy infrastructure and even AI data center interest copper is growing demand.  It holds 47 copper mining companies worldwide, including Canada, Chile and China.  It offers a good yield that has seen the dividend grow by 30% annually over the past five years.  We recommend maintaining a stop at $68, looking to achieve $97 — upside potential of 18%.  Yield 2.3%

We reiterate PDBC, known as the world's most diversified commodity fund that holds futures in energy, agriculture and metals as a TOP PICK.  The risk of rising inflation historically leads to dramatic increases in these commodity classes.  We recommend trailing up the stop (from $14.00) to $16.50, looking to achieve $22 -- upside potential over 18%.  Yield 0%

We reiterate DBB as a TOP PICK.  The ETF holds a portfolio of base metal based futures contracts for aluminum, zinc and copper -- commodities expected to surge with rising inflation.  We continue to recommend maintaining a stop at $22, looking to achieve $31 -- upside potential over 18%.  Yield 0%