Growth investing has changed monumentally over the past 4 years, because the bulk of the gains are being driven by AI. ...

Core Insights - The U.S. dollar experienced a 10% decline last year, while inflation averaged around 3%, exceeding the Federal Reserve's target of 2% [1] Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For investors willing to accept short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term bull market [1] - Large oil and gas companies that offer strong dividend income and growth are suggested for dividend income, reflecting the author's background in the oil and gas industry [1] - A top-down capital allocation approach is advised, tailored to individual investor circumstances such as age, risk tolerance, income, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

With a name like VegaShares, it’s all too easy to roll the dice. A hopeful ETF issuer is trying its luck with the SEC, last week filing with the regulator for 16 funds that would use 3X or 4X leverage on a variety of large exchange-traded funds from other firms. A few months ago, that would hardly have been news, as at least nine other companies made a blitz of filings for 3X and 5X ETFs, many of which focused on single securities or assets. What stands out, though, is that the Securities and Exchange Com ...

Core Insights - A billionaire investor is making a significant investment in an ETF, which is a notable occurrence in the investment landscape [1] Company and Industry Summary - The investment by a billionaire in an ETF highlights a growing trend among high-net-worth individuals to diversify their portfolios through exchange-traded funds [1] - This move may indicate a shift in investment strategies, as ETFs offer liquidity and lower fees compared to traditional mutual funds [1]

Core Insights - The article discusses the performance of various investments in 2025, highlighting significant returns across different assets and sectors. Investment Performance - XIC (Canadian Index ETF) achieved a return of 26%, driven by the performance of miners and metals [1] - XEQT (Equity ETF) returned 18% [1] - SPY (S&P 500 ETF) saw a return of 16% [1] - QQQ (Nasdaq-100 ETF) recorded a return of 20% [1] - VT (Vanguard Total World Stock ETF) had a return of 20% [1] - VDY (Vanguard FTSE Canadian High Dividend Yield Index ETF) returned 25% [1] - XDIV (Dividend ETF) achieved a return of 22% [1] Individual Stock Performance - TSM (Taiwan Semiconductor Manufacturing Company) had a remarkable return of 53.88% [1] - TSLA (Tesla Inc) increased by 11.36% [1] - NVDA (NVIDIA Corporation) saw a return of 38.88% [1] - CLS (Celestica Inc) experienced a significant return of 206.05% [1] - GOOGL (Alphabet Inc Class A) achieved a return of 65.35% [1] Cryptocurrency Performance - BTC (Bitcoin) declined by 6% [1] - ETH (Ethereum) decreased by 10% [1]

Market Insights - A spike in call volume for Nasdaq options was observed shortly before President Trump's announcement on a tariff pause, raising concerns about potential insider trading among Congress members [2] - Howard Marks issued a warning about market conditions, highlighting signs of over-optimism, AI hype, and reliance on a few dominant stocks, indicating potential risks for investors [4] - Elon Musk challenged short-sellers of Tesla, predicting significant gains from self-driving technology, despite Tesla's shares dropping approximately 53% from their peak, resulting in short-sellers profiting $16.2 billion in three months [7] Cryptocurrency Trends - A crypto analyst predicted a potential 2,600% increase for Dogecoin, which could elevate its market capitalization to $1 trillion, based on historical performance comparisons with Bitcoin [5] Company Strategies - Economist Peter Schiff suggested that Nike would not relocate production to the U.S. despite new tariffs, which could lead to higher prices and lower domestic sales, as the company may focus on international markets instead [6]

Thinkstock Quick Read Point72 and Tudor Investment increased SPY positions to 5.89% and 4.19% of portfolios respectively. QQQ gained 21.67% year-to-date with over 50% allocation to technology and 53% in top 10 holdings. Ray Dalio raised his IVV stake by 4.83% to over 1M shares representing 10.62% of his portfolio. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Hedge funds continued to make buy a ...

Job Market Analysis - Job creation has significantly slowed, with ADP's report indicating only 77,000 jobs added in February, down from a revised 186,000 in January and below the consensus estimate of 148,000 [3] - The slowdown is attributed to policy uncertainty and reduced consumer spending, leading to layoffs and hiring hesitancy among employers [3][4] Market Sentiment and Tariff Impact - President Trump has granted a one-month tariff exemption to major U.S. automakers, which has positively influenced stock market sentiment [5][6] - Despite this, uncertainty remains regarding the long-term impact of tariffs on corporate profits and consumer spending, which continues to weigh on market performance [4][7] Historical Market Corrections - The S&P 500 has experienced approximately 38 market corrections since the 1950s, averaging a correction every 1.84 years, with the last one occurring in 2022 [8][9] - Historical data suggests that after a market correction, the S&P 500 typically rebounds, averaging over 8% gains one month later and more than 24% one year later [11] Gold Mining Sector Insights - Gold miners are currently trading at historically low valuations despite gold prices nearing all-time highs, with the VanEck ETF trading at just over 12 times forward earnings, a 44% discount to the S&P 500 [14][16] - The disconnect between gold prices and miner valuations is seen as an anomaly that is expected to correct, leading to potential gains for gold stocks [16] Investment Opportunities - Recommended gold mining companies include Agnico Eagle Mines (AEM) and Alamos Gold (AGI), which are generating substantial free cash flow [18] - A suggested trade involves buying QQQ when its price is 10% or more off its 20-week range high, which historically has yielded an average return of 13.5% over six months [20] Market Psychology - The current market sentiment is characterized by "Extreme Fear," suggesting a potential opportunity for investors to consider buying [19][24] - Historical perspectives emphasize that discomfort in investing often leads to profitable opportunities, highlighting the importance of maintaining a long-term view [24]

Owners of Invesco's QQQ voted to convert the product into an open-ended structure, which could unlock hundreds of millions in annual revenue for the asset manager. On Bloomberg "ETF IQ", Katie Greifeld, Scarlet Fu and Eric Balchunas speak with Brian Hartigan, global head of ETFs at Invesco, about the vote and what it means for the future of the world's fifth-largest ETF. ...

QQQ and QQQM are known as tech-heavy ETFs. So, it may surprise some investors to learn that best- performing stock over the past quarter century is Monster Beverage (MNST) – one of the ETFs' consumer staples holdings. Not surprisingly, Nvidia (NVDA), the largest holding overall in QQQ and QQQM, has also contributed mightily to the ETFs' long-term returns. An ETF is only as good as its holdings. That's advice that investors, particularly those with long-term time horizons, need to remember. To be sure, the I ...