Tracking Over 45 Portfolio Signals That Speak to Our Investment Strategies

详细摘要

A WTW ( WTW) survey of 471 employers found they expect health plan costs to rise 9.7% in 2027 after plan changes, the fastest pace since the early 2000s. Some 85% plan or are…

Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.

In time for the holidays, Amazon (AMZN) helps shoppers compare and pick items with Alexa AI assistant. Hackers took $133 million out of French bank Crédit Mutuel Arkéa accounts and converted it to crypto.The FBI plans to boost counter-drone training for state, local, tribal, and territorial law enforcement agencies. These are a few of the more than 45 signals to we found this week, give greater understanding of and conviction for the Portfolio’s holdings.

If you’ve come across a signal we should know about, be sure to drop a link in the Comment section below.

Position: State Street Health Care Select Sector SPDR ETF (XLV), Welltower (WELL)

Position: Alphabet (GOOGL), Amazon (AMZN), Axon (AXON), Meta (META), Microsoft (MSFT), Palantir (PLTR)

Position: Alphabet, First Trust Nasdaq Cybersecurity ETF (CIBR), Microsoft

Position: Applied Materials (AMAT), Arista Networks (ANET), Broadcom (AVGO), Eaton (ETN), Marvell (MRVL), Nvidia (NVDA), Robo Global Robotics and Automation Index ETF (ROBO), SpaceX (SPCX)

Aging of the Population – Capturing the demographic wave of the aging population and the changing demands it brings.

Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

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