On the flip side, Steve Conners, president of Conners Wealth Management, said he’s looking at the large cap healthcare sector, particularly at pharmaceuticals and biotechnology. “The artificial intelligence theme has left them mostly ignored. Valuations are still attractive at current levels,” he said. He is avoiding health insurers in the broader healthcare space, however, saying they remain under too much pressure with the focus on rising health insurance premiums. “I’m not really interested in being the ...

Core Insights - The Fidelity High Dividend ETF (FDVV) and the Vanguard High Dividend Yield ETF (VYM) focus on delivering above-average income through strong dividend profiles [1] Expense Structure and Size - FDVV has an expense ratio of 0.15% and AUM of $7.7 billion, while VYM has a lower expense ratio of 0.06% and AUM of $84.6 billion [3] - FDVV offers a higher dividend yield of 3.02% compared to VYM's 2.42% [3] Performance and Risk Comparison - Over five years, FDVV has a max drawdown of -20.17% compared to VYM's -15.87% [4] - Growth of $1,000 over five years is $1,772 for FDVV and $1,565 for VYM [4] Portfolio Composition - VYM holds 566 stocks with significant sector exposure in financial services (21%), technology (18%), and healthcare (13%) [5] - FDVV invests in 107 holdings with a heavier tilt towards technology (26%), followed by financial services (19%) and consumer defensive (12%) [6] Investment Implications - FDVV provides higher yield but comes with a higher expense ratio, which may affect net earnings [7] - VYM is more diversified with a broader mix of stocks, potentially offering more stability [9] - FDVV may appeal to those seeking higher earnings despite its volatility, while VYM may suit investors looking for diversification and lower fees [10]

Core Insights - The iShares Core S&P Small-Cap ETF (IJR) and iShares Morningstar Small-Cap ETF (ISCB) target U.S. small-cap stocks but differ in costs, diversification, and income potential [5][6] - IJR has a larger asset base of $88 billion and higher liquidity with an average daily trading volume of over 6 million shares, making it more appealing for investors prioritizing liquidity [7] - ISCB offers broader diversification with 1,539 holdings and a lower expense ratio of 0.04% compared to IJR's 0.06%, which may attract cost-conscious investors [3][8] Cost Comparison - IJR provides a higher dividend yield of 1.9% compared to ISCB's 1.2%, which is significant for income-focused investors [3][8] - The expense ratio for ISCB is 0.04%, while IJR charges 0.06%, indicating a marginal cost advantage for ISCB [3][8] Portfolio Composition - IJR holds 635 names with significant sector weights in financial services, industrials, and technology, while ISCB has a more diversified portfolio with 1,539 holdings across similar sectors [1][2][8] - The largest positions in ISCB, such as Ciena, Coherent, and Rocket Lab, each account for less than 1% of assets, reflecting its diversified approach [2] Investment Strategy - Investors seeking maximum liquidity and confidence in fund size may prefer IJR, while those looking for lower costs and broader diversification might opt for ISCB, despite its lower trading volume [9]

Core Insights - Both the Vanguard Information Technology ETF and the Invesco Semiconductors ETF are focused on the tech sector, particularly linked to the artificial intelligence industry, but they employ different investment strategies [2] Group 1: Investment Strategies - The Vanguard Information Technology ETF (VGT) offers a diversified portfolio with 322 tech stocks across various subsectors, including semiconductors, software, hardware, infrastructure, and manufacturing services [4] - The Invesco Semiconductor ETF (PSI) is less diversified, containing only 30 semiconductor stocks, which increases its risk but may lead to higher total returns due to its targeted approach [6] Group 2: Performance Metrics - Over the last 10 years, the Vanguard Information Technology ETF has achieved an average annual return of 22.18%, while the Invesco Semiconductor ETF has outperformed with a 24.98% average annual return [8] Group 3: Risk and Return Considerations - The diversification in the Vanguard ETF can help limit risk during market volatility, but it may also dilute returns from lower-performing stocks [5] - The Invesco ETF's narrow focus on semiconductor stocks increases its risk but can potentially lead to greater earnings [6]

It’s an achievement that has largely flown under the radar.This week’s inflation report was a lesson in their wisdom. Softer-than-expected US inflation data on Thursday sparked a rare in-tandem rally in both stocks and bonds. So-called But while 2025 may have marked a comeback for old-school Wall Street prudence, it will also go down as another year when investors kept walking away from those very strategies. Capital has continued to migrate toward concentrated Big Tech exposure, thematic trades from nuclea ...

As big pharmaceutical companies are set to finalize a deal with the U.S. government to bring down prices for some prescription drugs, another old question is coming into focus for investors: how much damage can Washington really do to Big Pharma’s bottom line?The answer for ETF investors may be far less alarming than the political noise suggests.Medicaid Math Cools The Fear FactorThe current generation of deals, which is likely to involve AbbVie (NYSE:ABBV) , Merck & Co Inc (NYSE:MRK) , Bristol-Myers Squibb ...

Joining us now on set to give his take and provide some value stock picks is Chris Crosanti. He is chief market strategist at MAI Capital Management. Chris, good to see you.>> You too, Mike. >> Um, you know, so there's been a glimmer of of life uh from value stocks. They've actually outperformed this month, right.>> Actually, quarter to date. I think S&P value is winning. >> On the other hand, we've seen these head head fakes before.How are you just thinking about the overall market behavior, what it means ...

Navigating their way through a volatile geopolitical backdrop and tariff uncertainty, emerging markets delivered robust gains in 2025, with stocks rising roughly 26%, per Reuters.Investors, increasingly optimistic that emerging markets will continue with their momentum in 2026, attributed the outperformance to increased diversification flows away from developed markets and reform progress across emerging economies, per the abovementioned Reuters article. According to an HSBC survey, emerging market pessimis ...

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Core Viewpoint - The concentration risk in the market is increasingly relevant due to the dominance of a few mega-cap growth stocks, particularly the "Magnificent Seven," which significantly influences market performance [1][3]. Group 1: Market Concentration - The top 10 domestic stocks by market value now account for 35% of the broader market, a figure that has doubled over the past decade [2]. - This top-heavy market structure raises concerns about vulnerability, as any downturn in these leading stocks could lead to significant declines in overall market performance [3][5]. Group 2: Investment Strategies - The ALPS Equal Sector Weight ETF (EQL) is highlighted as a potential investment option, as it offers a strategy that equally weights sectors rather than individual stocks, which has historically led to superior returns compared to other equal-weight ETFs [4]. - Investors are advised to diversify their portfolios beyond a few dominant stocks to mitigate risks associated with market concentration [3][5]. Group 3: Historical Context - Historical examples, such as the dot-com bubble, illustrate the dangers of high market concentration, where a surge in the share of the largest stocks led to significant market volatility and losses when expectations were not met [4].