Tom Lee was right. No matter what the S&P 500 ($SPX) and Nasdaq-100 ($IUXX) indexes have faced over the past decade, they’ve continued to trend up. Dismissed as a perma-bull by some (including me at one point), his broad market views have been far more accurate than not. Now, Lee has been unwavering in his positive stock market outlook for so long, you could argue that nothing would turn him bearish. In other words, just as some forecasters have not said a kind word about the stock market since 2007, the ...

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY) was last reviewed on July 30, 2025, and was rated a "hold" after reaching over $2 billion in assets under management [1] - The Sunday Investor has completed educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor [1] - The Sunday Investor focuses on U.S. Equity ETFs and maintains a comprehensive ETF Database tracking nearly 1,000 funds [1]

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY) has rapidly gained traction in the actively managed ETF space, achieving significant assets under management in less than a year [1] - The ETF is designed to appeal to everyday investors by providing a narrative to financial data, focusing on thematic investing and market events [1] - The author emphasizes the importance of using empirical data and charts to communicate financial insights effectively [1] Group 2 - The article does not provide any specific financial performance metrics or detailed analysis of the ETF's performance [2][3]

Group 1 - The Fundstrat Granny Shots US Large Cap ETF (GRNY) was launched in November 2024 and has achieved significant attention, with assets under management (AUM) reaching $2 billion in less than 9 months [1] - The rapid growth of GRNY's AUM is notable considering the competitive landscape of ETFs [1] - The article highlights the expertise of the analysts involved, emphasizing their background in quantitative research, financial modeling, and risk management [1] Group 2 - The analysts focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, particularly in macroeconomic trends and corporate earnings [1] - The analysts aim to provide actionable ideas for investors looking to outperform the market [1]

To borrow a phrase from my favorite tennis commentator, Robbie Koenig, the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA: GRNY ) is like a mongoose on amphetamines, becoming one of the fastest- growing active ETFs The Sunday Investor has completed all the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor. Focusing on U.S. Equity ETFs, The Sunday Investor maintains a comprehensive ETF Database that tracks ...

Group 1 - Thematic ETFs have evolved to become more nuanced in recent quarters, indicating a shift in investment strategies [1] - The Fundstrat Granny Shots US Large Cap ETF (GRNY) is highlighted as a portfolio that tracks Tom Lee's investment strategies, showcasing the growing interest in thematic investing [1] Group 2 - The article emphasizes the importance of creating engaging and educational content related to financial data, which is essential for attracting everyday investors [1] - There is a focus on analyzing various asset classes, including stocks, bonds, commodities, currencies, and crypto, to identify macro drivers that influence market conditions [1]

Core Insights - Fundstrat Granny Shots US Large Cap ETF (GRNY) has quickly gained popularity, reaching $1.5 billion in assets under management within eight months of its launch, outperforming many peers and benchmarks [2][3] - The fund has delivered a return of approximately 14% this year, placing it in the top three percent of its category, which includes nearly 1,400 funds [1] - The investment strategy focuses on stocks that align with multiple key themes, such as energy, cybersecurity, and AI, which enhances the likelihood of consistent performance [4][5] Performance Metrics - Since inception, the fund has outperformed the MSCI USA Large Cap Index by 13.7% compared to 7.8% [1] - The fund's disciplined, rules-based approach aims to provide consistent results over time, with a portfolio of about 35 S&P 500 stocks rebalanced every three months [5][6] - The fund has an expense ratio of 0.75% [7] Investment Strategy - The "granny shot" strategy refers to selecting stocks that fall under multiple investment themes, improving the chances of outperformance amid changing market conditions [4][6] - Key holdings include Robinhood, Oracle, and Advanced Micro Devices, which are selected based on their alignment with long-term trends and earnings growth [5][6] - The thematic approach is designed to resonate with investors, as it focuses on enduring story arcs that can lead to sustained outperformance [6][7]