Trillions A Strategist's Top ETFs for 2025
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Dec 5, 2024 John Davi, CEO of Astoria Portfolio Advisors, shares his expertise in ETF strategies and portfolio management. He discusses the impressive run of US large-cap stocks and questions how long it can last. Davi highlights his top picks for 2025, including small caps, commodities, and mortgage-backed bonds. The conversation delves into IPO-focused ETFs, the risks of tech investments, and innovative strategies to navigate changing markets. He emphasizes the importance of balancing growth with risk in portfolio construction.
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Small Caps: Opportunity of a Lifetime?
- Consider small-cap stocks as a potential investment opportunity.
- They are currently cheaper than large-cap stocks and offer a margin of safety.
Magnificent Seven Overvalued?
- Large-cap stocks, especially the Magnificent Seven, have had an extended rally.
- This makes them expensive, suggesting a potential shift towards small caps.
Beyond MAG7: Equally Weighted Quality
- Diversify away from the Magnificent Seven and consider equally weighted quality ETFs.
- Equal weighting provides broader market exposure and reduces concentration risk.