Core Viewpoint - The Vanguard Growth ETF (VUG) is a leading passively managed ETF focused on the Large Cap Growth segment of the US equity market, with significant assets under management and low expense ratios, making it an attractive option for investors seeking growth exposure [1][4]. Group 1: ETF Overview - Launched on January 26, 2004, VUG has amassed over $179.85 billion in assets, making it the largest ETF in its category [1]. - The ETF targets large cap companies, defined as those with market capitalizations above $10 billion, which are generally more stable and less volatile than smaller companies [2]. Group 2: Growth Stock Characteristics - Growth stocks, which VUG primarily invests in, exhibit faster growth rates, higher valuations, and above-average sales and earnings growth compared to the broader market [3]. - These stocks tend to perform well in strong bull markets but may underperform in other market conditions [3]. Group 3: Cost Structure - VUG has an annual operating expense ratio of 0.04%, making it one of the least expensive ETFs in the market [4]. - The ETF offers a 12-month trailing dividend yield of 0.44% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 50.90% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Major holdings include Microsoft Corp (11.76%), Nvidia Corp, and Apple Inc, with the top 10 holdings accounting for about 59.24% of total assets [6]. Group 5: Performance Metrics - VUG aims to match the performance of the CRSP U.S. Large Cap Growth Index, having increased by roughly 9.98% year-to-date and 20.04% over the past year as of July 24, 2025 [7]. - The ETF has traded between $329.49 and $450.40 in the past 52 weeks [7]. Group 6: Risk Assessment - VUG has a beta of 1.18 and a standard deviation of 21.78% over the trailing three-year period, indicating a medium risk profile [8]. - The ETF holds about 166 different stocks, effectively diversifying company-specific risk [8]. Group 7: Alternatives - VUG holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns based on various factors [9]. - Other ETFs in the same space include the iShares Russell 1000 Growth ETF (IWF) with $113.80 billion in assets and the Invesco QQQ (QQQ) with $358.67 billion, both of which have higher expense ratios compared to VUG [10]. Group 8: Investment Appeal - Passively managed ETFs like VUG are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Group 1 - The S&P 500 and NASDAQ are reaching new all-time highs, making it increasingly difficult to find stocks trading below intrinsic value [1] - Philipp, a seasoned value investor, focuses on undervalued companies with a significant margin of safety, leading to attractive dividend yields and returns [2] - Philipp is particularly interested in companies with a solid earnings track record trading at less than 8x free cash flow, which reflects his investment philosophy [2] Group 2 - The article emphasizes a global approach to investment opportunities without limiting to specific sectors or countries, focusing on companies that are well understood [2]

Core Viewpoint - The iShares Russell Mid-Cap Growth ETF (IWP) is a leading option for investors seeking exposure to the Mid Cap Growth segment of the US equity market, with significant assets under management and a focus on mid-cap companies that balance stability and growth potential [1][2]. Group 1: Fund Overview - The iShares Russell Mid-Cap Growth ETF was launched on July 17, 2001, and is sponsored by Blackrock, with assets exceeding $19.54 billion, making it the largest ETF in its category [1]. - The ETF has an annual operating expense ratio of 0.23% and a 12-month trailing dividend yield of 0.37%, which is competitive within the sector [4]. Group 2: Market Characteristics - Mid cap companies, defined as those with market capitalizations between $2 billion and $10 billion, provide a unique investment opportunity with a favorable risk-return profile compared to small and large companies [2]. - Growth stocks, while offering higher sales and earnings growth rates, come with higher valuations and risks, typically outperforming value stocks in bull markets but lagging over the long term [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Consumer Discretionary sector, comprising approximately 22.90% of the portfolio, followed by Industrials and Information Technology [5]. - The top holdings include Royal Caribbean Group Ltd (2.78% of total assets), Howmet Aerospace Inc, and Vistra Corp, with the top 10 holdings accounting for about 20.28% of total assets [6]. Group 4: Performance Metrics - The ETF aims to match the performance of the Russell MidCap Growth Index, which represents about 47% of the total market value of the Russell MidCap Index [7]. - As of July 23, 2025, the ETF has gained approximately 10.64% year-to-date and 24.93% over the past year, with a trading range between $103.87 and $140.64 in the last 52 weeks [8]. Group 5: Alternatives - Other ETFs in the mid-cap growth space include the iShares S&P Mid-Cap 400 Growth ETF (IJK) with $9 billion in assets and an expense ratio of 0.17%, and the Vanguard Mid-Cap Growth ETF (VOT) with $17.47 billion in assets and a lower expense ratio of 0.07% [11]. Group 6: Investment Appeal - Passively managed ETFs like IWP are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].

Core Viewpoint - The Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed fund that provides broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and low operating costs [1][4]. Group 1: Fund Overview - SCHV was launched on December 11, 2009, and is sponsored by Charles Schwab, accumulating over $12.91 billion in assets [1]. - The ETF targets companies with market capitalizations above $10 billion, typically offering more stability and lower risk compared to mid and small-cap companies [2]. Group 2: Financial Metrics - The ETF has an annual operating expense of 0.04%, making it one of the least expensive options in its category, and it offers a 12-month trailing dividend yield of 2.12% [4]. - The ETF's return is approximately 9.12% year-to-date and 12.74% over the past year, with a trading range between $23.55 and $28.20 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The largest sector allocation for SCHV is Financials, comprising about 23% of the portfolio, followed by Industrials and Healthcare [5]. - The top holding is Berkshire Hathaway Inc Class B (BRK/B) at approximately 3.51% of total assets, with the top 10 holdings accounting for about 18.85% of total assets under management [6]. Group 4: Performance and Risk - SCHV aims to match the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, which includes the large-cap value portion of the broader market index [7]. - The ETF has a beta of 0.88 and a standard deviation of 14.55% over the trailing three-year period, indicating a medium risk profile [8]. Group 5: Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with SCHD having $71.16 billion in assets and VTV at $140.23 billion [11].

Core Insights - The Vanguard Small-Cap Value ETF (VBR) is a passively managed fund launched on January 26, 2004, with over $30.57 billion in assets, making it the largest ETF in the Small Cap Value segment of the US equity market [1] - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with higher risks [2] - Value stocks typically have lower price-to-earnings and price-to-book ratios, but also exhibit lower sales and earnings growth rates compared to growth stocks [3] Costs - The ETF has an annual operating expense ratio of 0.07%, positioning it as one of the least expensive options in its category [4] - It offers a 12-month trailing dividend yield of 2.03% [4] Sector Exposure and Top Holdings - The ETF's largest allocation is to the Financials sector, comprising approximately 21.70% of the portfolio, followed by Industrials and Consumer Discretionary [5] - Individual holdings include Slcmt1142 at about 1.08% of total assets, with NRG Energy Inc (NRG) and Emcor Group Inc (EME) also among the top holdings [6] Performance and Risk - VBR aims to match the performance of the CRSP U.S. Small Cap Value Index, having gained roughly 3.30% year-to-date and 6.60% over the past year as of July 23, 2025 [7] - The ETF has traded between $162.76 and $217.30 in the past 52 weeks [7] - With a beta of 1.03 and a standard deviation of 19.72% over the trailing three years, it is classified as a medium-risk investment [8] Alternatives - VBR holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable expense ratios [9] - Other comparable ETFs include the Schwab Fundamental U.S. Small Company ETF (FNDA) with $8.62 billion in assets and an expense ratio of 0.25%, and the iShares Russell 2000 Value ETF (IWN) with $11.09 billion in assets and an expense ratio of 0.24% [10] Bottom-Line - Passively managed ETFs like VBR are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11]

Core Insights - The Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) is a passively managed ETF launched on March 21, 2012, designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.26 billion [1] - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, making them less volatile compared to mid and small cap companies [2] - Growth stocks, which QQQE primarily invests in, exhibit higher sales and earnings growth rates but also come with higher valuations and volatility [3] Costs - The annual operating expenses for QQQE are 0.35%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.60% [4] Sector Exposure and Top Holdings - QQQE has a significant allocation of approximately 40.10% to the Information Technology sector, followed by Consumer Discretionary and Telecom [5] - The top 10 holdings represent about 10.69% of total assets, with Datadog Inc - Class A (DDOG) accounting for around 1.16% of total assets [6] Performance and Risk - QQQE aims to match the performance of the NASDAQ-100 Equal Weighted Index, which includes 100 of the largest non-financial securities listed on NASDAQ [7] - The ETF has returned approximately 11.52% year-to-date and 12.01% over the past year, with a trading range between $76.98 and $99.91 in the last 52 weeks [8] - With a beta of 1.07 and a standard deviation of 19.85% over the trailing three-year period, QQQE is considered a medium risk investment [8] Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $179.21 billion in assets and an expense ratio of 0.04%, while QQQ has $358.16 billion in assets and charges 0.20% [11] Bottom-Line - Passively managed ETFs like QQQE are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns, although identifying such stocks can be challenging due to their inherent risks and volatility [1]. Company Summary: CareTrust REIT (CTRE) - CareTrust REIT is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2]. - The stock has shown a historical EPS growth rate of 1.1%, but projected EPS growth for the current year is expected to be 21.2%, significantly outperforming the industry average of 1% [4]. - The company has a year-over-year cash flow growth rate of 67.6%, which is substantially higher than the industry average of 2.7% [5]. - Over the past 3-5 years, CareTrust REIT has maintained an annualized cash flow growth rate of 12.5%, compared to the industry average of 3.1% [6]. - The current-year earnings estimates for CareTrust REIT have been revised upward, with the Zacks Consensus Estimate increasing by 0.6% over the past month [8]. - CareTrust REIT has achieved a Growth Score of B and holds a Zacks Rank 2, indicating positive earnings estimate revisions and positioning it well for potential outperformance [9].

Company Overview - B2Gold (NYSE: BTG) is a gold mining company that is currently valued attractively with strong expected revenue and earnings growth [1] - The stock is experiencing a new positive uptrend on the long-term monthly chart [1] Investment Strategy - The focus is on growth and momentum stocks that are reasonably priced and likely to outperform the market over the long term [1] - The investment approach emphasizes long-term quality stocks and the use of options as a strategy [1] Historical Performance - The article references a significant market recovery, noting that the S&P 500 increased by 367% and the Nasdaq by 685% from 2009 through 2019 following a recommendation to buy at the bottom of the financial crisis [1]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates involves navigating inherent risks and volatility [1] Group 1: Company Overview - Chefs' Warehouse (CHEF) is currently highlighted as a recommended growth stock, benefiting from a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 19.6%, with projected EPS growth of 12.2% this year, significantly surpassing the industry average of 7.4% [4] Group 2: Financial Metrics - Chefs' Warehouse exhibits a year-over-year cash flow growth of 17.7%, which is notably higher than the industry average of 4.3% [5] - The company's annualized cash flow growth rate over the past 3-5 years stands at 16.9%, again exceeding the industry average of 4.3% [6] Group 3: Earnings Estimates - The current-year earnings estimates for Chefs' Warehouse have been revised upward, with the Zacks Consensus Estimate increasing by 1.9% over the past month [7] - The combination of a Zacks Rank 2 and a Growth Score of A positions Chefs' Warehouse favorably for potential outperformance in the market [9]

Stock Analysis & Recommendations - Zacks Rank uses a ranking system where stocks are rated from 1 to 5, with 1 being a Strong Buy and 5 being a Strong Sell [1][2] - Big Bear AI (BBAI) is currently ranked as a 3 (Hold) due to minimal estimate revisions, despite some earnings beats in the past year [2][3][4][5] - Nebius Group (NBIS) is ranked as a 4 (Sell) due to negative trends in earnings estimates, with downward revisions for the current and next year [6][7] - Nvidia (NVDA) is highlighted as a prominent AI stock with a \$4 trillion market cap, receiving positive sentiment due to developments regarding chip supply [9][10] Tech Innovator Service by Zacks - Tech Innovator, led by Andrew Roko, provides nightly summaries and frequent trading recommendations [2][12] - Recent trades in the Tech Innovator portfolio include selling Super Micro Computer (SMCU) and Coreweave (CRWV), realizing gains of 23% and 14% respectively [12][13] - The strategy involves active trading to capitalize on market highs, with frequent portfolio adjustments and profit-taking [14][15] AI Sector Overview - The report focuses on tech stocks, particularly those in the AI sector [1][7] - Big Bear AI provides AI tools, potentially collecting user data [3][4] - Nebius Group offers full-stack AI solutions for the cloud [7]