Brett Ashcroft Green, a certified financial planner, expresses optimism about AI-driven growth and recommends a diversified, income-focused portfolio to capture ongoing sector gains while reducing bubble risk. He highlights a shift from research and development to capital expenditure among major tech companies, supporting sustainable earnings growth rather than just accounting-driven earnings per share increases. His core AI investment strategy includes a mix of ETFs targeting a consistent yield of about 4.2%, with annual rebalancing to manage risk and seek capital appreciation. To mitigate concentration risk, he also reinvests selectively into dividend growth and value stocks, balancing AI exposure with broader market stability.
The Schwab US Dividend Equity ETF (SCHD) has risen over 6% in the past month, outperforming the SPY ETF which gained 3.24%. Year-to-date, SCHD nearly doubles SPY's return, showing strong performance despite geopolitical tensions and oil price surges ...
The Capital Group Core Equity ETF (CGUS) is rated Buy due to its adaptive active management strategy, which has led it to outperform the SPDR S&P 500 ETF Trust (SPY) by 1.4% year-to-date. CGUS uses a flexible multi-manager approach allowing dynamic s...
In Q2, corporate earnings grew 50.4%, the fastest pace since mid-2021, driven largely by Alphabet and Amazon, which contributed 18.4 percentage points to this growth. Alphabet posted a massive 216% earnings per share beat, though adjusting for unreal...
The S&P 500 showed remarkable earnings growth in Q2 2026, with earnings per share rising 50.8%, largely due to non-operating investment gains and AI-related capital expenditures. Despite a reasonable forward price-to-earnings ratio of 20.7, the marke...
Bridgewater Associates, led by Ray Dalio, disclosed a $24.4 billion stock portfolio as of June 30, 2026, with a strong focus on ETFs like SPY and IVV, which make up over 25% of holdings. The hedge fund increased its ETF positions but reduced stakes i...
