Leo Nelissen proposes a $1 million 'All-American' investment portfolio combining 50% in an S&P 500 ETF (VOO) with six leading U.S. stocks across finance, energy, agriculture, aerospace/defense, and consumer sectors. The portfolio aims to balance broad market exposure with targeted investments in companies with durable competitive advantages, such as Mastercard (MA), CME Group (CME), TPL, Deere & Company (DE), Raytheon Technologies (RTX), and McDonald's (MCD). This strategy offers flexibility to tilt between growth and income while emphasizing long-term U.S. market leadership despite high valuations. Nelissen's approach reflects a macro-focused, long-term investment philosophy with a focus on quality and sector leadership.
The S&P 500 index rose 1.7% last week, marking its best weekly gain in two months and closing just 1.7% below its all-time high set on June 2, 2026. Year-to-date, the S&P 500 is up 9.3%, while the S&P Equal Weight index has outperformed with a 12.2% ...
An analyst has upgraded the stance on US equities to a buy, targeting the S&P 500 to reach 7,787 by the end of the year. This optimism is driven by falling oil prices, transitory inflation, and weaker labor data, which reduce the likelihood of immine...
The ETF industry reached a historic milestone with $1 trillion in net inflows by mid-June 2026, driven by strong investor demand and innovation. Vanguard's S&P 500 ETF (VOO) led growth, briefly surpassing $1 trillion in assets, helping Vanguard overt...
The S&P 500 closed June down 1.06%, maintaining a bullish quarterly pattern but showing signs of consolidation and potential reversal risk. Analyst Andrew McElroy remains skeptical about a sustained breakout above 7620 in Q3, expecting the index to e...
Wall Street ended the holiday-shortened week higher, driven by optimism over a potential Federal Reserve interest rate cut by year-end despite weaker-than-expected June jobs data. Technology stocks rebounded early in the week amid easing U.S.-Iran te...
