Roundhill Magnificent Seven ETF (MAGS)

Search documents
MAGY: Calling Out The Risks On Mag 7 Covered Calls
Seeking Alpha· 2025-09-22 14:30
The Magnificent Seven stocks have been the market leaders since the S&P 500 notched a post-Liberation Day low in April. The Roundhill Magnificent Seven ETF ( MAGS ) has soared 67% , total return, since an intradayFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial ...
4 ETFs To Buy For A Strong Q4 - And 1 To Avoid
Benzinga· 2025-09-19 14:54
Market Trends - A significant market shift is anticipated, particularly as stocks and bonds rally simultaneously, which is unusual and noteworthy [1][6]. - Historically, summer rallies are fragile, but when they persist into September, they often lead to a strong fourth quarter [4]. ETFs Performance - Four specific ETFs are showing bullish patterns, indicating a positive outlook for the end of the year [2]. - The SPDR S&P 500 ETF (SPY) has seen a rise from just under 600 in late May to around 660 by mid-September, marking a 10% increase [4]. - The iShares 20+ Year Treasury Bond ETF (TLT) has also rallied, moving from the mid-80s to above 90 [5]. Interest Rates and Economic Indicators - The market is reacting to signs of a potential federal interest rate cut, with recent labor data showing weakness and economic reports being revised downward [6]. - The Federal Reserve cut rates by a quarter point for the first time since December 2024, which could create investment opportunities [6]. Energy Sector Insights - The United States Oil Fund (USO) is being closely monitored, particularly the $72 level, which could trigger a significant price drop if breached [8]. - Seasonal trends indicate that oil prices typically weaken after July, and a breakdown could negatively impact related stocks [9]. Gold Market Analysis - The SPDR Gold Shares (GLD) has increased over 10% since summer, reaching inflation-adjusted all-time highs without significant retail enthusiasm [10]. - The lack of hype around gold is seen as a bullish indicator, suggesting that institutional investors are moving into gold as a safe haven [10][11]. Technology Sector Developments - Tesla's stock surged following a $1 billion insider buy from Elon Musk, while Alphabet became the fourth company to surpass a $3 trillion market cap [12]. - The Roundhill Magnificent Seven ETF (MAGS), which tracks major tech companies, has risen 20% since June, indicating strong performance in the tech sector [12][13].
This Artificial Intelligence (AI) ETF Has Outperformed the Market By 2.4X Since Inception and Only Holds Profitable Companies
The Motley Fool· 2025-09-16 01:00
Core Viewpoint - The Roundhill Magnificent Seven ETF (MAGS) is highlighted as a promising investment opportunity focused on leading companies in the artificial intelligence (AI) sector, with a strong performance track record since its inception [5][7][16]. Group 1: ETF Overview - The Roundhill Magnificent Seven ETF (MAGS) includes seven major holdings: Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla, which are all heavily involved in AI [5][6]. - The ETF closed at $62.93 per share on September 12, 2023, and has returned 160% since its inception in April 2023, significantly outperforming the S&P 500's 65.9% return during the same period [7][5]. Group 2: Company Profiles - **Alphabet**: Market cap of $2.9 trillion, projected annualized EPS growth of 14.7%, and a weight of 55.9% in the ETF [9]. - **Nvidia**: Market cap of $4.3 trillion, with a projected annualized EPS growth of 34.9%, and a weight of 49.3% in the ETF [9]. - **Apple**: Market cap of $3.5 trillion, projected annualized EPS growth of 8.8%, and a weight of 5.6% in the ETF [9]. - **Tesla**: Market cap of $1.3 trillion, projected annualized EPS growth of 13.4%, and a weight of 72.3% in the ETF [9]. - **Amazon**: Market cap of $2.4 trillion, projected annualized EPS growth of 18.6%, and a weight of 22% in the ETF [9]. - **Meta Platforms**: Market cap of $1.9 trillion, projected annualized EPS growth of 12.9%, and a weight of 44.3% in the ETF [9]. - **Microsoft**: Market cap of $3.8 trillion, projected annualized EPS growth of 16.6%, and a weight of 20.3% in the ETF [9]. Group 3: Investment Rationale - The ETF is designed to provide concentrated exposure to leading and profitable companies in AI, which is expected to be a significant secular trend for decades [3][4]. - The expense ratio of the ETF is reasonable at 0.29%, and it provides equal-weight exposure to its seven holdings, rebalancing quarterly to maintain equal weighting [12].
Insights Into 13F Filings: ETFs to Invest in Like Billionaires
ZACKS· 2025-08-18 15:00
Group 1: Hedge Fund Investments - Hedge funds are increasingly investing in technology stocks, which constitute 23% of total holdings, with financials at 17% and energy seeing the smallest increase [2] - Major hedge funds like Bridgewater Associates and Tiger Global Management have significantly increased their exposure to Big Tech and AI-related stocks, indicating renewed confidence in tech growth driven by artificial intelligence [4][6] - Microsoft (MSFT) saw hedge fund holdings grow by $12 billion to $47 billion, making it the largest holding by market value [5] Group 2: UnitedHealth Investments - UnitedHealth (UNH) has emerged as a favorite among hedge funds, with Berkshire Hathaway disclosing a stake valued at approximately $1.6 billion, contributing to a 14% rally in its stock [9] - Other institutional investors, including Lone Pine Capital and Appaloosa Management, have also shown interest in UnitedHealth, reflecting a belief in the stability of high-quality healthcare stocks in a volatile market [10] Group 3: Homebuilder Sector - Berkshire Hathaway initiated a substantial position in D.R. Horton (DHI) valued at nearly $200 million and increased its stake in Lennar (LEN) to close to $800 million, signaling confidence in U.S. homebuilders [12][13] - The potential for interest rate cuts by the Federal Reserve could make homeownership more affordable, likely boosting demand for new construction [14]
Big Tech Roars on AI Frenzy: ETFs to Play
ZACKS· 2025-08-01 11:01
Group 1: Company Performance - Microsoft reported Q4 FY2025 earnings per share of $3.65, exceeding estimates by $0.30, with revenues increasing 18% YoY to $76.4 billion, driven by Azure cloud and AI infrastructure [2] - Meta's Q2 EPS reached $7.14, surpassing the $5.83 estimate, with revenues rising 22% to $47.5 billion, supported by AI-driven advertising technologies [4] Group 2: Market Capitalization and Investments - Microsoft added approximately $450 billion in market capitalization, becoming the second public company to exceed a $4 trillion market cap [1][3] - Meta raised its 2025 capital expenditure forecast to as much as $72 billion, indicating significant investments in AI [4] Group 3: AI Market Growth - The global AI market is projected to grow from $189 billion in 2023 to $4.8 trillion by 2033, representing a 25-fold increase [5] - Microsoft plans to invest $80 billion in AI infrastructure by 2025, joining other tech giants in a competitive landscape [7] Group 4: Strategic Partnerships and Developments - Microsoft's partnership with OpenAI enhances its AI capabilities, integrating ChatGPT into Azure and Microsoft 365, while also developing its own AI models [6] - Microsoft is set to end Windows 10 support in October, likely increasing Windows 11 upgrades and creating new revenue streams through AI features [7] Group 5: Investment Opportunities - Investors may consider Big Tech exchange-traded funds (ETFs) such as Roundhill Magnificent Seven ETF (MAGS), MicroSectors FANG+ ETN (FNGS), Technology Select Sector SPDR Fund (XLK), and Vanguard Information Technology Index Fund ETF (VGT) [8]