SCHD: Stay Vested To Avoid Being Tempted By The AI Bubble

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with strong growth potential and turnaround plays [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy combines price action analysis with fundamental investing to capitalize on battered stocks with recovery possibilities [2] - The investment outlook is typically set for 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with robust fundamentals and buying momentum [3] - The group targets highly attractive valuations in contrarian plays, aiming for substantial returns [3]