Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]

Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]

Let’s check out what’s in AIQ, since the goal here is to see if we can pick and choose from among its holdings list. The ETF, or theme-level, picture is deteriorating quickly. That’s what I see in this chart. That PPO at the bottom is leaking badly. And the 50-day moving average just turned down as well. That’s a strong sign of more downside ahead.The best bull case these days? The same one that’s been in place for more than three years. AI is the future, and it gets closer to generating a return on investm ...

Group 1 - The cryptocurrency market has experienced a significant crash, with XRP declining over 30% in the last three months and a major bank lowering its year-end price target by 65% [1][5] - XRP currently has a market capitalization of $90 billion, making it the fourth-largest cryptocurrency after Bitcoin, Ethereum, and Tether's USDT [2] - XRP is the native cryptocurrency of the XRP Ledger, launched in 2012, and was developed by members who later founded Ripple Labs [2] Group 2 - XRP has faced regulatory challenges since the SEC sued Ripple Labs in December 2020, claiming the sale of XRP tokens constituted unregistered securities [3] - A landmark ruling in July 2023 determined that Ripple's programmatic sales of XRP on exchanges were not securities transactions, although sales to institutions violated securities laws [3] - Following a settlement between Ripple and the SEC, the launch of ETFs tied to XRP initially generated optimism, but the market crash on October 10 led to a decline in enthusiasm [4] Group 3 - Standard Chartered, a 172-year-old British bank, has revised its XRP price target downwards, reflecting the ongoing struggles in the cryptocurrency market [5] - The bank's global head of digital assets research had previously predicted XRP would reach $8 by the end of 2026, but this forecast has been adjusted due to the market's failure to recover [6]

Futuristic glowing “ETF” microchip on a circuit board with holographic data blocks, symbolizing ETF investing. Key Points BWET is one of the leading ETFs by year-to-date performance, with returns of around 98% so far in 2026. The fund has a unique focus on oil freight futures, generating profit when oil shipment prices rise beyond market expectations. However, BWET's sky-high expenses, limited asset base, and low trading volume all present additional risks on top of an already-complex strategy. Intere ...

Core Insights - Bitcoin and Ethereum experienced negative returns in 2025, but investor optimism for long-term growth remains strong [1][6] - The iShares Bitcoin Trust ETF (IBIT) and iShares Ethereum Trust ETF (ETHA) provide direct exposure to Bitcoin and Ethereum, respectively, and are compared based on fees, returns, risk, and portfolio composition [2] Group 1: Cost & Size - Both IBIT and ETHA have an expense ratio of 0.25% and are equally priced [3] - As of February 14, 2026, IBIT has an AUM of $51.53 billion, while ETHA has an AUM of $6.29 billion, indicating a significant difference in scale [3] Group 2: Performance & Risk Comparison - Over the past year, IBIT had a return of -29.35% and ETHA had a return of -23.90% [3] - The maximum drawdown for IBIT was -49.36%, while ETHA experienced a larger drawdown of -61.57% [4] - A $1,000 investment in IBIT would have grown to $720, while the same investment in ETHA would have grown to $753 over one year [4] Group 3: Fund Composition - IBIT, launched on January 5, 2024, exclusively holds Bitcoin, while ETHA, launched six months later, exclusively holds Ether [5] - Both funds are characterized by high volatility and provide direct exposure to the cryptocurrency market [5] Group 4: Market Context - The negative performance of Bitcoin and Ethereum in 2025 marks the first annual decline since 2022, highlighting the volatility of the crypto market [6] - Despite ongoing investments from governments and institutions in the crypto space, the market is expected to experience fluctuations similar to the stock market [6] Group 5: Long-term Outlook - Historically, IBIT has increased nearly 40%, while ETHA has decreased by 41%, suggesting a potential advantage for IBIT in the long term [8] - IBIT is associated with a cryptocurrency that has greater institutional and governmental support compared to Ethereum [8]

Group 1 - The actual taxable amounts of reinvested and cash distributions for 2025 will be reported to brokers within the first 60 days of 2026 [1] - TD Asset Management Inc. provides information regarding per-unit reinvested distributions [1] - The information is drawn from sources believed to be reliable, but does not provide financial, legal, tax, or investment advice [1] Group 2 - Commissions, management fees, and expenses may be associated with investments in exchange-traded funds (ETFs) [2] - TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank [2] - ETF units are bought and sold at market price on a stock exchange, and brokerage commissions will reduce returns [2] Group 3 - TD Bank Group includes The Toronto-Dominion Bank and its affiliates, providing various financial products and services [3] - The TD logo and other trademarks are owned by The Toronto-Dominion Bank or its subsidiaries [3] Group 4 - TD Asset Management Inc. is mentioned as the source of the information [4]

Core Viewpoint - Amazon's stock is experiencing a significant decline, with a 16.5% drop for the month ending February 10, largely due to the announcement of a $200 billion investment in artificial intelligence [1][2] Financial Performance - The company's stock has only increased by 25.3% over the past five years, which is underwhelming compared to the returns of the Nasdaq-100 and S&P 500 [2] - Concerns are rising regarding how Amazon will finance its AI investments, with discussions suggesting that these expenditures could lead to cash-flow-negative conditions [2] Growth Potential - Despite current challenges, AI investments could serve as a catalyst for Amazon Web Services (AWS), which is a significant part of the company's growth strategy [4] - Amazon's advertising business saw a year-over-year growth of 22% in the fourth quarter, indicating it may be an underappreciated growth driver [4] Investment Options - For investors looking to gain exposure to Amazon without directly investing in the stock, several exchange-traded funds (ETFs) are available, with the Vanguard Consumer Discretionary ETF allocating 21.2% to Amazon [6] - The Vanguard ETF is noted for its low annual expense ratio of 0.09%, making it a practical choice for long-term investors [7] - The VanEck Retail ETF also has a significant allocation to Amazon, with a 17.2% weight, highlighting the company's dominance in online retail [8]

Core Viewpoint - The Vatican Bank has launched two new equity indexes aimed at tracking companies that comply with the social doctrine of the Catholic Church, enhancing its role as a financial institution serving the church [1][3]. Group 1: Index Details - The Morningstar IOR U.S. Catholic Principles Index and the Morningstar IOR Eurozone Catholic Principles Index each monitor 50 medium- and large-cap corporations [2]. - Each constituent of the indexes undergoes a rigorous screening process to ensure adherence to ethical mandates concerning human dignity, social justice, and environmental protection [2]. Group 2: Strategic Implications - Giovanni Boscia, CFO of the Vatican Bank, stated that these benchmarks allow for more rigorous and transparent performance assessment and reporting processes [3]. - The initiative reinforces the Vatican Bank's commitment to serving the Catholic community and positions it as a reference point within the Catholic world [3]. Group 3: Market Potential - The Vatican's new Catholic indexes may enable it to capitalize on the growing global exchange-traded funds (ETFs) market, projected to reach nearly $30 trillion by 2029 [5]. - The Vatican could license its stock indexes to third-party providers, allowing lay investors to align their investment portfolios with the teachings of the church [5].

Core Insights - Goldman Sachs disclosed approximately $2.36 billion in crypto exposure in its Q4 2025 13F filing, representing about 0.33% of its total portfolio and a 15% increase quarter-over-quarter [1][5]. Crypto Exposure Structure - The firm's crypto exposure is entirely indirect, holding spot exchange-traded funds (ETFs) tied to assets like Bitcoin, Ethereum, XRP, and Solana, rather than directly holding the tokens [2][3]. - This ETF-only strategy provides regulatory clarity and operational simplicity for the bank [8]. Breakdown of Holdings - Bitcoin: Between $1.06 billion and $1.1 billion in spot Bitcoin ETFs [4]. - Ethereum: Over $1 billion in spot Ethereum ETFs [4]. - XRP: Between $152 million and $153 million in XRP ETFs [4]. - Solana: $108 million to $109 million in Solana ETFs, representing a new position initiated in Q4 2025 [4][7]. Changes in Holdings - Bitcoin and Ethereum remain core allocations, with a reduction of approximately 39-40% in Bitcoin and 27% in Ethereum during Q4 [6][7]. - New allocations were initiated for XRP and Solana ETFs, indicating a tactical expansion into assets associated with payments infrastructure and high-throughput blockchain applications [7]. Institutional Commitment - Despite trimming its largest positions in Bitcoin and Ethereum, Goldman Sachs' overall crypto allocation increased quarter-over-quarter, signaling continued institutional commitment to regulated investment products [5][7].