CGDV: Strong Track Record And Unique Positioning Make It A Buy
Core Viewpoint - The article discusses the author's perspective on dividend and value ETFs, indicating a lack of interest in slow-moving value companies and a preference for more dynamic investment strategies [1]. Group 1 - The author manages portfolios and emphasizes a focus on macro strategy and investment advice [1]. - There is a mention of a weekly newsletter titled "The Macro Obsession," which suggests a commitment to providing insights on market trends [1]. Group 2 - The author has disclosed a beneficial long position in several stocks, including CGDV, SPY, MSFT, META, and LLY, indicating a personal investment strategy aligned with the discussed themes [2].