Trillions
A Strategist's Top ETFs for 2025
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.
36:04
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Quick takeaways
- Small-cap stocks are positioned as a compelling investment choice for 2025 due to their potential for substantial earnings growth and safety compared to large-caps.
- Exploring alternative investment strategies like mortgage-backed securities can enhance portfolio diversification and mitigate risk amid potential equity market overvaluation.
Deep dives
Introduction to ETF Strategists
ETF strategists are depicted as experts who craft investment portfolios utilizing exchange-traded funds (ETFs). They are likened to knowledgeable employees in video rental stores who recommend lesser-known films, emphasizing their ability to identify unique and actionable investment ideas that go beyond mainstream options. In the discussion, the analogy illustrates the strategist's depth of knowledge and their analytical approach to building a portfolio, balancing both macroeconomic themes and specific ETF characteristics. This role is crucial for investors looking to navigate the complexities of the investment landscape effectively.
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