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EWA: Structural Tailwinds On One Hand, Slowdowns On The Other
Seeking Alpha· 2025-10-31 08:11
The Australian market hasn’t exactly been in the spotlight this year, but still fetching a fair 13% YTD return. Commodity dependent while also having an unusually concentrated banking sector and a unique geopolitical position, the Australian story isn’t a boring oneWith a background in asset management, FinHeim Research is specialized in investment analysis and portfolio management, maintaining a global perspective on financial markets. Expertise in portfolio construction and optimization. Long term investo ...
BOXX: The Premium Seller's Tax Advantaged Collateral
Seeking Alpha· 2025-10-21 21:18
Alpha Architect's 1-3 Month Box ETF (BATS: BOXX ) is a product that's flown under the radar for many investors. I've utilised it since its inception, but my recent discovery of its immediate marginability for short options positionsI focus on thematic investing, crisis investing, systematic options trading through both premium selling and long-vol positions, and discretionary global macro. I have experience with private M&A along with many years of publicly-traded equities and equity-based derivatives tradi ...
MEME ETF Rises From the Grave
Yahoo Finance· 2025-10-13 18:00
基金重启与策略转变 - Roundhill Investments于上周重新推出了其Meme Stock ETF (MEME) [1] - 新版本ETF从跟踪指数转变为主动管理型基金 管理费率为0.69% [2] - 基金选股可基于社交媒体热度(如点赞、评论) 这不一定反映公司基本面 [2] Meme股票定义演变 - Meme股票定义已从几年前主要由轧空和社交媒体推动的暴涨 转变为更广泛持久的市场动态 即零售投资者情绪作为影响市场流动性、波动性和叙事动力的合法力量 [2] - 新ETF旨在反映投资者注意力如何驱动当今市场 而非追逐过时热点 [2] 新基金持仓与行业对比 - 新MEME ETF的前三大持仓包括Rigettia Computing (12%)、QuantumScape Corp (6%)和Bloom Energy (6%) [4] - 同样利用市场情绪的VanEck Social Sentiment ETF (BUZZ) 年内回报率达52% [2] 行业趋势更迭 - Direxion公司的Work From Home ETF (WFH)等其他疫情时期主题ETF将于10月23日关闭 [3] - 疫情高峰期后 许多推动远程工作热情的趋势已正常化 投资者焦点已转移 这被视为主题投资自然演变的一部分 [3]
VIS: Industrials Reach Record, Despite Lagging The S&P 500 (Rating Upgrade)
Seeking Alpha· 2025-10-03 06:50
Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...
Here's where investors are betting on growth in 2025
Youtube· 2025-10-01 02:24
Joining me now, Kelly Kio, EVP, group business unit leader for Spend, Invest, Protect, and Save at SoFi. Kelly, thanks so much for joining us. >> Thank you so much for having me here today.>> So, Kelly, you have a really unique perspective because you can see where your clients are actually putting their money. So, tell us where are they putting their money and what does that tell you about overall market sentiment. Yeah.So I would say some of the trends that we are seeing is really that our members we call ...
SPSM: Profitable Small Caps Left Behind, But They Still Look Attractive
Seeking Alpha· 2025-09-26 02:21
罗素2000指数表现 - 罗素2000指数本月早些时候终于突破了其在2021年11月创下的历史高点 [1] - 美国小盘股在美联储重启降息周期前后表现良好 [1] - 更高质量的标普小型股600指数也受到关注 [1]
DTCR: This Real Estate AI Play May Be Breaking Out
Seeking Alpha· 2025-09-18 03:37
As the Fed restarts its rate-cutting cycle, macro investors and those with a top-down approach should carefully consider the beleaguered Real Estate sector. The Real Estate Select Sector SPDR® Fund ETF ( XLRE ) is second only to The Health CareFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is pu ...
ULTY: The New Strategy Has Worked, But Conditions May Be Shifting
Seeking Alpha· 2025-09-13 11:24
We can always count on the Wall Street marketing machine to conjure up and produce funds that hit on emerging themes. Option-income products are, of course, extremely popular right now. Financial technology and efficiency gains make strategies such as coveredFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. M ...
XLI: Quiet Lately, But Expecting Year-End Industrials Strength
Seeking Alpha· 2025-09-12 22:29
Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...
Bristol Myers Squibb: A 5% Yield And Single-Digit P/E Still Look Good
Seeking Alpha· 2025-09-06 19:15
行业表现 - 医疗保健板块在过去12个月至今年7月期间相对标普500指数表现疲弱 [1] - 今年8月医疗保健板块表现出现显著改善 [1] - 医疗保健精选行业SPDR ETF在8月份出现反弹行情 [1]