US equities have rallied recently driven by increased AI-related spending, a strong earnings season, and a resilient labor market, despite ongoing geopolitical tensions like the Iran conflict. This rally is seen as sustainable due to these fundamental factors. The author, an experienced investor, emphasizes a long-term, quality-focused investment strategy and highlights income opportunities in funds and ETFs. Investors are advised to avoid chasing quick gains and instead focus on steady, diversified portfolios.
The iShares MSCI USA Equal Weighted ETF (EUSA) has been upgraded from Hold to Buy due to its unique equal-weighted structure that offers better sector diversification and lower concentration risk compared to traditional market-cap weighted S&P 500 ET...
SPDR S&P 500 ETF Trust (SPY) and Vanguard 500 Index Fund ETF (VOO) track the same S&P 500 index with identical holdings, but differ in structure, fees, and dividend handling. SPY, an older unit investment trust, has higher fees (0.0945%) and cannot r...
The S&P 500 has performed strongly since a bullish call in March, confirming the timing and strategy of the investor. Looking ahead to the summer trading season, positive factors such as a robust earnings season and stable labor market support a cont...
