Diversified Investment Portfolio
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EUSA: A Large-Cap ETF That Makes Sense Right Now
Seeking Alpha· 2026-02-17 11:10
Core Insights - The article highlights Alan Brochstein's extensive experience in the investment industry, particularly his focus on the cannabis sector since 2014 [1] - Brochstein has been instrumental in providing independent consulting services and has developed a subscription service for cannabis stocks [1] - The article emphasizes Brochstein's advocacy for ETFs, showcasing his efforts to educate investors about the ETF landscape and risks associated with them [1] Group 1: Professional Background - Alan Brochstein has over 10 years of experience in the investment banking sector, with a career starting in 1986 after earning a degree in Economics and Mathematical Methods [1] - He founded AB Analytical Services in 2007 to offer consulting to registered investment advisors and has prepared management reviews for firms evaluating management teams [1] - Brochstein has been a significant figure in the cannabis industry since 2014, launching 420 Investor in 2013, which focuses on cannabis stocks [1] Group 2: ETF Focus - Brochstein has been writing extensively about ETFs since 2025, aiming to help investors understand the diverse ETF universe [1] - He maintains a 79-ETF Focus List that includes both popular and lesser-known ETFs that he believes stand out [1] - A model portfolio was created by Brochstein as of year-end 2025 to assist investors in managing their ETF investments [1]
Reduce VTI And Extend Your Equity Exposure With REGL
Seeking Alpha· 2026-02-02 14:48
Core Insights - Alan Brochstein has been a significant contributor to Seeking Alpha since 2007, focusing on the cannabis industry and ETFs [1] - He founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors [1] - Brochstein launched 420 Investor in 2013, a subscription service focused on cannabis stocks, and has been managing it on the Seeking Alpha platform [1] - He has been a proponent of ETFs for decades, emphasizing their role in enabling diversified investment portfolios at a reasonable cost [1] - Brochstein maintains a 79-ETF Focus List that includes both popular and lesser-known ETFs, and he created a model portfolio as of year-end 2025 [1] Company and Industry Focus - Brochstein was one of the first investment professionals to focus exclusively on the cannabis industry starting in 2014 [1] - New Cannabis Ventures, which Brochstein manages, has been a leading provider of financial information in the cannabis industry since 2015 [1] - The ETF universe has grown significantly, and Brochstein aims to help investors understand their holdings and the associated risks [1]
VIG: Dividend Investors Should Be Careful (Rating Downgrade)
Seeking Alpha· 2026-01-26 13:37
Core Insights - The article highlights Alan Brochstein's extensive experience in the investment industry, particularly his focus on the cannabis sector since 2014 [1] - It emphasizes the importance of ETFs in enabling diversified investment portfolios for both individual and institutional investors [1] - The article mentions Brochstein's efforts to educate investors about the ETF landscape and the associated risks [1] Group 1: Professional Background - Alan Brochstein has been contributing to Seeking Alpha since 2007 and has a background in both sell-side and buy-side roles in fixed-income and equities [1] - He founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors [1] - Brochstein has been a pioneer in the cannabis investment space, launching 420 Investor in 2013, a subscription service focused on cannabis stocks [1] Group 2: ETF Focus - Brochstein has been writing extensively about ETFs since 2025, aiming to help investors understand the ETF universe [1] - He maintains a 79-ETF Focus List that includes both popular and lesser-known ETFs that he believes stand out [1] - A model portfolio was created by Brochstein as of year-end 2025 to assist investors in managing their ETF investments [1]
RSPT: A Better Way To Invest In Technology Right Now
Seeking Alpha· 2026-01-20 07:18
Core Insights - The article highlights Alan Brochstein's extensive experience in the investment industry, particularly his focus on the cannabis sector since 2014 [1] - It emphasizes the importance of ETFs in enabling diversified investment portfolios for both individual and institutional investors [1] - The article mentions Brochstein's efforts to educate investors about the ETF landscape and the associated risks [1] Group 1: Professional Background - Alan Brochstein has been contributing to Seeking Alpha since 2007 and has a background in both sell-side and buy-side roles in fixed-income and equities [1] - He founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors [1] - Brochstein launched 420 Investor in 2013, focusing on cannabis stocks, and has been a significant figure in the cannabis investment space since then [1] Group 2: ETF Focus - Brochstein has been writing extensively about ETFs since 2025, aiming to help investors understand the ETF universe [1] - He maintains a 79-ETF Focus List that includes both popular and lesser-known ETFs that he believes stand out [1] - A model portfolio was created by Brochstein as of year-end 2025 to assist investors in navigating their ETF investments [1]
SMDV: Why I Still Like It
Seeking Alpha· 2026-01-12 17:24
分组1 - The article introduces Alan as a seasoned analyst with a focus on ETFs, emphasizing his extensive experience in the investment industry since 1986 and his dedication to educating investors about the ETF landscape [1] - Alan maintains a diverse 79-ETF Focus List, which includes both popular and lesser-known ETFs, aiming to provide insights into their risks and benefits [1] - The article highlights Alan's early focus on the cannabis industry, starting in 2014, and his role as a managing partner of New Cannabis Ventures, which offers financial information relevant to that sector [1] 分组2 - Alan has been contributing to Seeking Alpha since 2007, sharing his expertise and insights on ETFs and the cannabis industry [1] - The article mentions Alan's creation of a model portfolio as of year-end 2025, indicating his proactive approach to investment strategy [1] - Alan's background includes experience on both the sell-side and buy-side in fixed-income and equities, showcasing his comprehensive understanding of various investment environments [1]
Is Amazon Stock Winning?
Forbes· 2025-11-03 14:10
Core Insights - The Federal Trade Commission (FTC) has sued Amazon, alleging deceptive practices related to Prime subscriptions and complicated cancellation processes [2] - Amazon's stock has increased by 9.6% in a single day, prompting a reassessment of its performance compared to competitors [2] - Amazon's operating margin is 11.4%, which is lower than most competitors, particularly Microsoft at 46.3% [6] Revenue Growth Comparison - Amazon's revenue growth over the last 12 months is 10.9%, which surpasses competitors like Apple, Walmart, Alibaba, and Wayfair, but lags behind Microsoft [6] Stock Performance - Amazon's stock has risen by 31.0% over the past year and is currently trading at a price-to-earnings (PE) ratio of 36.8, although competitors like Alibaba and Wayfair have delivered better returns [6] Investment Strategy - The Trefis High Quality Portfolio, which includes 30 stocks, has historically outperformed its benchmark indices, indicating a smoother investment experience with superior returns and reduced risk [7]