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Commercial
LVHI: An ETF constructed for at the moment's market
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Staying the course doesn't imply you should keep nonetheless. Pivot to LVHI, an fairness technique designed to handle volatility. Franklin Worldwide Low Volatility Excessive Dividend Index ETF.Study extra |
It’s by no means been simpler for particular person traders. All they needed to do, actually, was purchase and maintain the magnificent 7 shares and benefit from the trip.
In my view, this line of considering is misguided and whitewashes the issue in holding these shares during the last couple of years.
So I had Matt make this chart of the week over at Exhibit A, which exhibits the drawdowns throughout 2022 and earlier this yr. No additional commentary wanted, this image says a thousand phrases.
Apparently, retail traders allocations to those shares have declined dramatically over the previous yr, from 10% at its peak to beneath 2% at the moment. I’m wondering the place this cash goes.
Retail traders’ “portfolio weights in Mag7 have declined considerably over the previous yr, from 10% final summer time to ~1.5% just lately.”
-Jpmorgan wu through @Ljkawa
— Every day Chartbook (@dailychartbook)
11:00 AM • Could 31, 2025
I’m nonetheless on cloud 9 from the Reside Compound & Pals we did in Chicago this week. First, Josh, Callie, Ben, and I spent a while speaking concerning the greatest surprises from the primary half of the yr. Then, we had spoke with Kunal Kapoor, CEO of Morningstar, about how AI is altering finance, entry to non-public markets, and far more. He was superior, I believe you’re going to adore it.
Hope all people has an excellent weekend!