Streetbeat News

Assets

MOAT

The VanEck Morningstar Wide Moat ETF (MOAT) has underperformed due to high turnover, mechanical rebalancing, and a high expense ratio, leading to negative alpha and eroded NAV.

Portfolio Pulse from

February 09, 2025 | 11:45 am

PAVE

The Global X U.S. Infrastructure Development ETF (PAVE) is considered a buy due to its strong diversification, high liquidity, and 20% annual growth. It benefits from U.S. infrastructure priorities and government stimulus, despite risks like high volatility and low dividend growth.

Portfolio Pulse from

February 09, 2025 | 11:30 am

CNBS

MSOS

Amplify's CNBS ETF has shifted its focus to American cannabis and hemp, offering a more diversified structure compared to MSOS. This reduces risk and offers better long-term performance potential. Despite risks like 280E taxation, smaller size, and limited liquidity, Tim Seymour's active management is a positive factor.

Portfolio Pulse from

February 09, 2025 | 10:45 am

NDAQ

The article discusses the potential for a $50,000 investment in the Nasdaq-100 to grow to $1 million by retirement, highlighting the index's inclusion of top growth stocks.

Portfolio Pulse from

February 09, 2025 | 10:30 am

GSCCF

ioneer's Rhyolite Ridge project has secured key permits and financing, with first production projected for 2028. Lithium prices have stabilized, benefiting ioneer's long-term prospects. The DOE increased ioneer's loan to $996M, offsetting inflation-related construction costs.

Portfolio Pulse from

February 09, 2025 | 10:00 am

IBIT

The article discusses the potential of the iShares Bitcoin Trust (IBIT) as a significant investment opportunity, given the historical price increase of Bitcoin, the world's first and most valuable cryptocurrency.

Portfolio Pulse from

February 09, 2025 | 9:15 am

CLOA

The CLOA ETF, which invests in AAA-rated CLO tranches, offers a high yield with limited price sensitivity, making it an attractive option in the current economic climate. It benefits from a higher interest rate outlook and rising demand for CLO vehicles.

Portfolio Pulse from

February 09, 2025 | 9:15 am

CMG

PLTR

SMCI

TGT

South Korea's National Pension Services, managing $720 billion, has made significant stock moves. It bought shares in Super Micro, Palantir, and Target, while selling shares in Chipotle.

Portfolio Pulse from

February 09, 2025 | 8:15 am

NEM

Newmont Gold's stock price fell due to disappointing earnings and poor management of analyst expectations, despite strong growth potential. The company produced 1.7 million ounces of gold in Q3 and expects strong Q4 performance. Newmont is divesting non-core assets, reducing debt, and has a $3 billion share repurchase program.

Portfolio Pulse from

February 09, 2025 | 6:30 am

QTUM

The Defiance Quantum ETF (QTUM) offers diversified exposure to the speculative quantum computing sector, which is still in its early stages but holds potential for revolutionary advancements. Despite high volatility, QTUM mitigates risk through diversification.

Portfolio Pulse from

February 09, 2025 | 5:30 am