Passively Managed Portfolio
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XLF: Why I Am Upgrading It
Seeking Alpha· 2026-03-12 16:14
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 contributed to the understanding of ETFs, emphasizing their role in enabling diversified investment portfolios for both individual and institutional investors [1] Group 1: Professional Background - Alan Brochstein has been active in the financial sector since 1986, with a background in Economics and Mathematical Methods from Northwestern University [1] - He founded AB Analytical Services in 2007 to provide independent consulting to registered investment advisors [1] - Brochstein has been involved in evaluating management teams at publicly-traded companies through Management CV [1] Group 2: Cannabis Industry Focus - Brochstein was among the first investment professionals to concentrate on the cannabis industry, starting in 2014 [1] - He launched 420 Investor in 2013, a subscription service focused on cannabis stocks, which is now part of the Seeking Alpha platform [1] - He is also the managing partner of New Cannabis Ventures, a key provider of financial information in the cannabis industry since 2015 [1] Group 3: ETF Expertise - Brochstein has been writing about ETFs since 2025, aiming to enhance readers' understanding of the ETF landscape [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 ETF options [1]
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]
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]