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SGDM: The Best Managed ETF Is Still A Sell
Seeking Alphaยท2025-07-20 11:45

Group 1 - Gold is highlighted as the only precious metal that should be included in investment portfolios due to its historical performance in protecting value during market downturns and generating alpha since the 1970s [1] - The analyst, known as The Barnacle, emphasizes a quantitative approach to investing, valuing mathematical analysis over sell-side analysis, which is often deemed inadequate [1] - The investment strategy includes a focus on value stocks with growth potential across various market capitalizations, including large caps, midcaps, small caps, international stocks, gold miners, and REITs [1] Group 2 - The analyst has a beneficial long position in AEM shares, indicating a personal investment interest in the company [2] - The article expresses the analyst's own opinions without external compensation, suggesting an independent viewpoint on the investment landscape [2]