The purpose of this article is to discuss the macro-environment and specifically how emerging markets ('EM') may fit into a portfolio for 2026. I am going to ponder the reasonsI have rebranded to embrace my working-class and public school roots. This is a testament for how successful investing can be life changing.I have worked in Financial Services since 2008. My undergrad was in New York, where I earned a Bachelors in Finance as a scholarship Division 1 athlete (Men's Tennis). After working in NY for thre ...

"We are at the beginning of an industrial revolution that will transform every industry. We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade." This is what Colette Kress, Nvidia's CFO, said on the company's earnings call for the second quarter of the company's fiscal 2026, which ended July 27, 2025. While this is an absolutely mind-boggling number, that prediction might end up proving to be accurate. That's because there is already a massive sum of capital being invested i ...

Group 1 - The article evaluates the Roundhill Magnificent Seven Covered Call ETF (MAGY) as an investment option, highlighting its actively managed fund structure and objective to implement a covered call strategy [1] - The author emphasizes a personal investment strategy focused on quality, diversification, and long-term growth, while avoiding high-risk pursuits [1] - The article mentions the use of managed income portfolios targeting safe and reliable yields of approximately 8%, utilizing high-yield opportunities in the CEF and ETF fund space [1] Group 2 - The article indicates that the majority of holdings in the discussed investment strategies are monthly-payers, which contribute to faster compounding and steady income streams [1] - It also notes the availability of features such as 24/7 chat and trade alerts for investors [1]

Core Viewpoint - The article emphasizes the importance of building a thoughtful investment portfolio that balances strong growth potential with solid fundamentals, focusing on high-quality businesses primarily in the U.S. and Europe [1]. Group 1: Investment Strategy - The portfolio consists of approximately 75-80% individual stock picks, indicating a strong preference for stock-picking strategies [1]. - Long-term ETFs, such as SPDR® S&P 500® ETF, are also included in the portfolio, suggesting a balanced approach to investment [1]. - The focus is on companies with industry-leading profitability, low leverage, and significant growth potential, highlighting a preference for businesses with staying power [1]. Group 2: Investment Philosophy - Investing is viewed as a means to challenge thinking and foster curiosity, with a long-term goal of achieving financial independence [1]. - The analyst emphasizes the importance of capital allocation and portfolio strategy in determining the value of a business for long-term holding [1].

Investment Backdrop for Precious Metals - The article evaluates the investment landscape for precious metals, specifically gold and silver, highlighting the potential of the Sprott Physical Gold and Silver Trust [1] Investment Strategy - The investment strategy focuses on quality and diversification, emphasizing the importance of adding to positions at the right times and maintaining a long-term perspective [1] Portfolio Composition - The portfolio includes a mix of broad market ETFs (DIA, VOO, QQQM), sector-specific investments (XLE, IXC), and alternatives such as Bitcoin, Gold, and Silver [1] Income Generation - The CEF/ETF Income Laboratory aims to create managed income portfolios targeting safe and reliable yields of approximately 8%, utilizing high-yield opportunities in the CEF and ETF space [1]

Core Insights - The Invesco QQQ Trust (QQQ) and Invesco NASDAQ 100 ETF (QQQM) have significantly outperformed broader benchmarks like the S&P 500 and Russell 1000 due to their strong holdings [1][2] - These ETFs are home to some of the best-performing stocks over the past 25 years, contributing to their superior performance compared to other market ETFs [2] Holdings Performance - Notably, Monster Beverage (MNST) has been the best-performing stock in QQQ and QQQM over the past quarter-century, despite the ETFs being tech-heavy [3] - Nvidia (NVDA), the largest holding in both ETFs, has also played a crucial role in driving long-term returns [3] Long-Term Investment Benefits - Apple (AAPL), the second-largest holding, has shown remarkable growth, with a $10,000 investment 25 years ago now worth approximately $11.27 million, assuming dividends were reinvested [4] - QQQ and QQQM are ideal for long-term investors making small, regular contributions, which can accumulate to significant amounts over time [5] Contribution Examples - For instance, contributing $100 monthly to Nvidia since December 2000 would result in a total return of $13 million from a net contribution of $30,000 [6] - If the monthly contribution were $250, the total balance after 25 years would be approximately $32.6 million from a total contribution of $75,000 [6]

Core Insights - The primary account has achieved a 29% return in 2025, outperforming the Nasdaq-100, while other accounts have closely tracked the S&P 500 [1] - The investment strategy involves a balanced portfolio of low-cost funds and single stocks, with a focus on long-term holding of at least 10 years [1] - The analysis emphasizes understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply interactions and predicting human behavior [1] Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in individual stocks, reflecting a diversified investment approach [1] - The investor prioritizes macroeconomic factors and fundamentals, while acknowledging the importance of momentum and sentiment in market movements [1] - The approach requires creativity, curiosity, and a willingness to sometimes go against prevailing market trends [1] Market Perspective - The market is viewed as a meeting point of demand and supply, with a forward-looking nature that requires deeper analysis beyond numerical data [1] - Understanding sectors, industries, and long-term growth trends is crucial for making informed investment decisions [1] - The investor is based in Geneva, Switzerland, and holds a Master's Degree in Business, indicating a strong educational background in finance [1]

Core Insights - The recent decline in stocks of Oracle and Broadcom highlights the volatility in AI stocks, suggesting that previous pullbacks have often been buying opportunities for investors [1] - For those avoiding market-timing and stock-picking, Invesco QQQ Trust and Invesco NASDAQ 100 ETF are viable options, especially after recent dips, with Broadcom being a significant holding that reported strong quarterly results [2][3] - The potential easing of AI concerns may present further buying opportunities, with QQQ and QQQM housing some of the top AI stocks [3][4] Company Analysis - Despite the alarming pullbacks of Broadcom and Oracle, the case for AI investments remains strong, with QQQ and QQQM containing leading AI stocks like Nvidia [4] - Nvidia is recognized for its strong market position in GPUs and related technologies, which are essential for the growing AI market, although competition may arise as tech companies seek alternatives [5] - Microsoft, another key player in the Invesco ETFs, has experienced a recent pullback, which could be an attractive buying opportunity, particularly due to its Azure cloud computing platform that supports AI and other technological trends [5][6] Portfolio Composition - Nvidia and Microsoft together account for nearly 17% of the QQQ and QQQM portfolios, indicating their significant influence on the performance of these ETFs [6]

Core Viewpoint - The Nasdaq 100 Index and its leading ETFs, including QQQ, QQQM, and JEPQ, experienced a significant downturn due to concerns surrounding the ongoing artificial intelligence (AI) boom, with the index dropping to a low of $25,195 [1] Group 1 - The Nasdaq 100 Index faced a harsh reversal last week, indicating volatility in the market [1] - The decline in the index reflects investor jitters regarding the sustainability of the AI boom [1] - Key ETFs such as QQQ, QQQM, and JEPQ were notably affected by this market movement [1]

Core Insights - The article provides a detailed overview of net flows across various ETF asset classes, highlighting significant redemptions and inflows in different categories [1] Group 1: ETF Flows Overview - Total net flows across all ETFs amounted to $7,805.47 million, with an AUM of $13,164,760.30 million, representing a 0.06% change in AUM [1] - The US Equity category saw the highest net inflows of $6,085.05 million, with an AUM of $8,097,911.91 million, reflecting a 0.08% change [1] - International Equity experienced net inflows of $1,659.01 million, with an AUM of $2,170,108.55 million, also showing a 0.08% change [1] Group 2: Notable Redemptions - The Currency asset class faced the largest net outflow of $543.78 million, with an AUM of $177,491.10 million, resulting in a -0.31% change [1] - Commodities ETFs recorded a net redemption of $125.22 million, with an AUM of $290,524.17 million, reflecting a -0.04% change [1] - Alternatives and Inverse ETFs also saw redemptions of $38.89 million and $36.37 million, respectively, with AUMs of $12,547.13 million and $14,291.66 million, resulting in -0.31% and -0.25% changes [1]