Sofiia Potanina/iStock via Getty Images Fast Facts About the Fundstrat Granny Shots US Large Cap ETF The Fundstrat Granny Shots US Large Cap ETF ( GRNY ) is an actively managed fund launched on November 7, 2024 with an objective of long-term capital appreciation. GRNY has a high-conviction portfolio of 40 stocks and an expense ratio of 0.75%. It is a large and liquid ETF, with about $4 billion in ...
Sofiia Potanina/iStock via Getty Images Fast Facts About the Fundstrat Granny Shots US Large Cap ETF The Fundstrat Granny Shots US Large Cap ETF ( GRNY ) is an actively managed fund launched on November 7, 2024 with an objective of long-term capital appreciation. GRNY has a high-conviction portfolio of 40 stocks and an expense ratio of 0.75%. It is a large and liquid ETF, with about $4 billion in assets under management (“AUM”) and an average daily dollar trading volume of $77 million. The fund’s issuer Fundstrat Capital is an asset management company offering a series of three ETFs, whose flagship is GRNY and also includes: Fundstrat Granny Shots US Small- & Mid-Cap ETF ( GRNJ ) Fundstrat Granny Shots US Large Cap & Income ETF ( GRNI ) Strategy As described in the prospectus by Fundstrat , the fund invests in... ...a portfolio of stocks that match certain themes that, in the Sub-Adviser’s assessment, have the potential to fundamentally impact the U.S. economy and stock market. Investing themes are identified based on macro-economics, monetary policy, demographics, behavioral trends, industrial and technology trends, and business cycle. Then, top-down analysis aims to identify sectors, subsectors and companies with a market capitalization of over $10 billion involved in each theme. Quantitative screening using fundamental, technical and sentiment factors results in selecting 20 to 50 constituents in the portfolio (5 to 10 by theme). The portfolio is rebalanced in equal weight quarterly, with constraints on industry concentration. Themes may change over time. In March 2026, the fund has three short-term themes (Investing style, Seasonality, PMI recovery) and four long-term themes (Energy/Cyber Security, Millenials, Global Labor Suppliers, Easing Financial Conditions). Selected stocks are generally related to several themes. The portfolio turnover rate was 51% in the most recent fiscal year. This article will use as a benchmark the S&P 500 Index, represented by the St...
N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) is bouncing Monday, up over 3% in morning trading and pushing back toward $70K, while U.S. stocks ( SP500 ) continued their retreat as the ongoing oil-price spike raises stagflation concerns. Crude prices ( CL1:COM ) ripped higher and topped $100 per barrel as market participants priced in the risk of supply disruption amid the war ...
N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) is bouncing Monday, up over 3% in morning trading and pushing back toward $70K, while U.S. stocks ( SP500 ) continued their retreat as the ongoing oil-price spike raises stagflation concerns. Crude prices ( CL1:COM ) ripped higher and topped $100 per barrel as market participants priced in the risk of supply disruption amid the war in Iran, raising renewed fears the U.S. economy is entering an environment of higher inflation and slower growth. U.S. equity futures pointed lower at the start of the week as Federal Reserve rate cuts got priced out, with all three major indices down at least 1% each at press time. Bitcoin ( BTC-USD ), however, moved the other way , marking a notable break from a generally tight stock market correlation. The token rebounded from the mid-$60Ks over the weekend and changed hands at $68.4K at the time of writing, briefly trading more like a macro hedge than the high-beta tech proxy it has resembled for much of the past year. But whether the divergence lasts is another question. Bitcoin-backed ETFs: ( IBIT ), ( ARKB ), ( GBTC ), ( BRRR ), ( BTCO ), ( HODL ), ( BTCW ), ( FBTC ), ( BITB ), and ( EZBC ). Market-tracking funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on Bitcoin USD, S&P 500 Index S&P 500 Drops Two Percent As Iran War Sends Oil Prices Up Why And When I Stopped Following Ray Dalio's All-Weather Portfolio The Market Just Got Riskier - And I Couldn't Be More Bullish RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view Bitcoin starts week volatile above $67,000 as Iran conflict, oil surge rattle markets
shaunl/E+ via Getty Images Borr Drilling ( BORR ) -3.9% pre-market Monday after saying it has placed three jack-up rigs operating in the Persian Gulf on standby , while another rig operated by a customer was shut down and evacuated following an "incident." Borr ( BORR ) has four jack-up rigs deployed in the region - one in Saudi Arabia, one in the United Arab Emirates, and two in Qatar; the four r...
shaunl/E+ via Getty Images Borr Drilling ( BORR ) -3.9% pre-market Monday after saying it has placed three jack-up rigs operating in the Persian Gulf on standby , while another rig operated by a customer was shut down and evacuated following an "incident." Borr ( BORR ) has four jack-up rigs deployed in the region - one in Saudi Arabia, one in the United Arab Emirates, and two in Qatar; the four rigs remain under contract and are insured, the company said. "All employees in the region are safe and accounted for, and operations across the region will remain on standby until conditions allow for a safe resumption of activity," Borr ( BORR ) CEO Bruno Morand said. More on Borr Drilling Borr Drilling: Share Price Is Not Supported By Future Revenues Borr Drilling Made Its Bet With A New Acquisition (Rating Downgrade) Borr Drilling: Mexico Momentum And Middle East Demand Drive Growth
narvo vexar La Rosa ( LRHC ) stock was surging after the real estate and PropTech enterprise announced a non-binding letter of intent to acquire Consensus Core Technologies in an all-stock deal. Shares were 27.72% higher, at $1.29, during Monday pre-market trading. The news comes as the real estate company undertakes a strategic pivot toward AI data center and digital infrastructure opportunities....
narvo vexar La Rosa ( LRHC ) stock was surging after the real estate and PropTech enterprise announced a non-binding letter of intent to acquire Consensus Core Technologies in an all-stock deal. Shares were 27.72% higher, at $1.29, during Monday pre-market trading. The news comes as the real estate company undertakes a strategic pivot toward AI data center and digital infrastructure opportunities. La Rosa intends to acquire 100% of the issued and outstanding equity interests of the provider of critical infrastructure solutions for AI and high-performance computing. The all‑equity exchange transaction will see La Rosa acquire the stocks in exchange for newly issued shares. Upon closing, LRHC shareholders are expected to collectively own ~3.10% of the outstanding common stock of the combined company, while Consensus equity holders are set to own about 96.90%. More on La Rosa Holdings La Rosa Holdings eliminates $5.5 million in convertible debt La Rosa Holdings signs contract to acquire development site in Florida for proposed AI-data center Seeking Alpha’s Quant Rating on La Rosa Holdings Financial information for La Rosa Holdings
What a difference a calendar year can make. Exchange-traded funds (ETFs) with outsize exposure to growth stocks crushed the S&P 500 over the past few years. But so far this year, it's the sectors with heavy assets -- such as energy and materials -- that are producing the best gains. Mutual fund giant Vanguard offers 65 low-cost equity-focused ETFs. The three worst-performing year to date are the V...
What a difference a calendar year can make. Exchange-traded funds (ETFs) with outsize exposure to growth stocks crushed the S&P 500 over the past few years. But so far this year, it's the sectors with heavy assets -- such as energy and materials -- that are producing the best gains. Mutual fund giant Vanguard offers 65 low-cost equity-focused ETFs. The three worst-performing year to date are the Vanguard Mega Cap Growth ETF (MGK 1.25%), the Vanguard Growth ETF (VUG 1.34%), and the Vanguard Financials ETF (NYSEMKT: VFH). Here's why all three ETFs are falling, and why they are excellent buys in March. Two ETFs to buy the dip on growth stocks When stock prices outpace earnings growth, valuations can become inflated, opening the door to a sell-off. Nvidia is an excellent example of this dynamic. The stock price is unchanged from seven months ago, but Nvidia has substantially grown sales and earnings over that period -- including 20% quarter-over-quarter revenue growth in the quarter reported Feb. 25. Nvidia's earnings are outpacing its stock price, which has led to its valuation to fall by so much that it is now cheaper than the S&P 500 based on forward earnings. But Wall Street cares more about where a stock could be headed than about past results. And some investors fear that companies are spending too much on artificial intelligence (AI) and that these investments will take time to pay off or will fall short of expectations. The Vanguard Mega Cap Growth ETF has been one of the most effective ETFs for investing in leading AI, cloud computing, and hyperscaler stocks. It's basically a bet that the largest tech-focused companies will continue to outperform the S&P 500, which is exactly what has happened over the long term. By concentrating so much on a handful of stocks -- including Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, Tesla, Broadcom, Eli Lilly -- the fund has doubled in just three years and is up 421.9% in the past decade compared to a 305.7% gai...
Key Points The sell-off in growth stocks is weighing heavily on major indexes, and even more so on growth-focused ETFs. However, the long-term potential rewards far outweigh the risks of investing in top-growth stocks. The financial sector is a great buy for companies with wide moats and upside potential independent of AI. 10 stocks we like better than Vanguard World Fund - Vanguard Mega Cap Growt...
Key Points The sell-off in growth stocks is weighing heavily on major indexes, and even more so on growth-focused ETFs. However, the long-term potential rewards far outweigh the risks of investing in top-growth stocks. The financial sector is a great buy for companies with wide moats and upside potential independent of AI. 10 stocks we like better than Vanguard World Fund - Vanguard Mega Cap Growth ETF › What a difference a calendar year can make. Exchange-traded funds (ETFs) with outsize exposure to growth stocks crushed the S&P 500 over the past few years. But so far this year, it's the sectors with heavy assets -- such as energy and materials -- that are producing the best gains. Mutual fund giant Vanguard offers 65 low-cost equity-focused ETFs. The three worst-performing year to date are the Vanguard Mega Cap Growth ETF (NYSEMKT: MGK), the Vanguard Growth ETF (NYSEMKT: VUG), and the Vanguard Financials ETF (NYSEMKT: VFH). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here's why all three ETFs are falling, and why they are excellent buys in March. Two ETFs to buy the dip on growth stocks When stock prices outpace earnings growth, valuations can become inflated, opening the door to a sell-off. Nvidia is an excellent example of this dynamic. The stock price is unchanged from seven months ago, but Nvidia has substantially grown sales and earnings over that period -- including 20% quarter-over-quarter revenue growth in the quarter reported Feb. 25. Nvidia's earnings are outpacing its stock price, which has led to its valuation to fall by so much that it is now cheaper than the S&P 500 based on forward earnings. But Wall Street cares more about where a stock could be headed than about past results. And some investors fear that companies are spending too much on artificial intelligence (AI) and tha...
Hims & Hers Erupts In Epic Squeeze As Novo Nordisk Ends GLP-1 Feud Novo Nordisk confirmed Monday morning that its months-long GLP-1 feud with telehealth firm Hims & Hers Health has, at least for now, been put on ice, with the Danish drugmaker set to sell Wegovy and Ozempic through HIMS' platform by the end of the month. The feud's end was first reported by Bloomberg late Friday and has sparked a p...
Hims & Hers Erupts In Epic Squeeze As Novo Nordisk Ends GLP-1 Feud Novo Nordisk confirmed Monday morning that its months-long GLP-1 feud with telehealth firm Hims & Hers Health has, at least for now, been put on ice, with the Danish drugmaker set to sell Wegovy and Ozempic through HIMS' platform by the end of the month. The feud's end was first reported by Bloomberg late Friday and has sparked a panic short squeeze in heavily shorted HIMS shares in New York premarket trading. Bloomberg headlines crossed around 8:30 a.m. ET, stating that HIMS will no longer offer knockoff GLP-1 drugs on its telehealth platform and will instead offer NOVO's GLP-1 shots and the Wegovy pill. In return, NOVO has withdrawn its patent infringement lawsuit against Hims. "We see tremendous growth opportunities in the US with the expanding assortment of branded GLP-1 medications," said HIMS CEO Andrew Dudum. Dudum continued, "I'm excited to have a great partner in Novo Nordisk as we work to create a new model that works for everyday people. This collaboration reflects what's possible globally when drugmakers, biotech companies, and diagnostic leaders partner with consumer platforms to support scaled distribution of their latest medical innovations." As we noted over the weekend , the move is very surprising because NOVO and HIMS have been locked in an epic GLP-1 feud for months. Just last month, Novo sued HIMS over a copycat Wegovy pill and patent infringement tied to Ozempic and Wegovy. Even the head of the FDA recently stated that telehealth firms were put on notice about copycat GLP-1s. Leerink Partners analyst Michael Cherny told clients over the weekend that the NOVO and HIMS news via the Bloomberg report from Friday is a "surprise and an unabashed positive for Hims' stock." And positive it is for the heavily shorted stock, with 39.1% of its float short, or 81 million shares. HIMS shares are up 52% in premarket trading. Novo shares in Copenhagen are marginally higher, as we believe both ...