It’s important to invest with a holistic approach, portfolio manager says
- Video return
- +3.72%
- Calls
- 3
- Buy / Sell
- 3 0
- Published
Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $170.77 19 Jul 2026Current $186.77 06 Aug 2026Result +$16.00
SALESFORCE
Context THE INDIVIDUAL HIDDEN GEMS YOU LIKE, SALESFORCE, XYLEM IS A WATER COMPANY AND CITIGROUP, VERY INTERESTING, IS THERE A COMMON THREAD?
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Entry $122.78 19 Jul 2026Current $120.76 06 Aug 2026Result −$2.02
XYLEM IS A WATER COMPANY
Context THE INDIVIDUAL HIDDEN GEMS YOU LIKE, SALESFORCE, XYLEM IS A WATER COMPANY AND CITIGROUP, VERY INTERESTING, IS THERE A COMMON THREAD?
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Entry $129.36 19 Jul 2026Current $133.82 06 Aug 2026Result +$4.46
CITIGROUP
Context THE INDIVIDUAL HIDDEN GEMS YOU LIKE, SALESFORCE, XYLEM IS A WATER COMPANY AND CITIGROUP, VERY INTERESTING, IS THERE A COMMON THREAD?
Full Transcript
CLOSING BELL, THREE AND A HALF MINUTES AWAY AND WHAT AM I TELLING YOU? GREEN ON THE SCREEN, THE ONLY NEGATIVE IS IT THAT TRANSPORTS ABOUT THREE QUARTERS OF AN IN THE DOW UP 127. AS AN KEEP GETTING 26 AND NASDAQ OF 164. RUSSELL 2000 UP 11. VERY INTERESTING BECAUSE IN THE CHIPS ARE KIND OF MESSY TODAY AND THEY BEEN A HUGE NARRATIVE HERE, BUT OVERALL, GROWTH STOCKS HAVE OUTPERFORMED VALUE STOCKS THIS YEAR. THE OTHER DAY IT WAS THE OPPOSITE HOURS ONE DAY SO YOU CAN SEE S&P GROWTH INDEX FUND UP TO 12 AND A HALF%, IDW, IDE, CROSSING THE LEAD, BUT IT WAS DOWN AS MUCH AS 12% EARLIER THIS YEAR AND VOLATILITY AFTER THE U.S. ENTERED THE WAR WITH IRAN. TODAY'S COUNT ON CLOSER HAS AN IDEA THAT LOOKS THROUGH THOSE KINDS OF SHORT-TERM DISLOCATIONS TO PRODUCE LONG-TERM GROWTH AS WELL AS A COUPLE OF HIDDEN GEMS. JOINING ME NOW, LARGE ETF MANAGEMENT POLIO, $628 BILLION. WHEN YOU HEAR GROWTH OUTPERFORMED VALUE BUT AT THE SAME TIME A LOT OF PEOPLE, MANY OF THE SHOW SAY WE ARE EXPANDING THE CHOICES AND PEOPLE'S PORTFOLIOS FROM BEYOND DECK, WHAT DOES THAT TELL YOU? TECH IS CLOSELY ASSOCIATED WITH BROOKS. >> IT'S AN IMPORTANT THING AND IMPORTANT TO FOLLOW FUNDAMENTALS BOTTOM OF MANAGER LIKE WE ARE, IT HELPS SEPARATE FROM THE SIGNAL AND WE'VE ALWAYS HAD THAT STRONG TRUE VALUE OF A COMPANY IN THE FUTURE DREAM OF CASH FLOWS AND IF YOU LOOK AT CURRENT EARNINGS CYCLE, WHERE UP NEXT IS HEADED AND WHERE IT'S BEEN, THERE'S A LOT OF OPPORTUNITY TO CAPTURE GROWTH NET MARKET BUT THERE IS COMPLACENCY OUT THERE AND CONCENTRATION RISK ISRAEL AND IT'S IMPORTANT TO DIVERSIFY GOING FORWARD. >> THE WAY YOU DO THAT IS BY LOOKING FOR LONG-TERM APPRECIATION SO WHAT IS YOUR PICK? WE WOULD YOU GUIDE PEOPLE? >> DIVERSIFICATION WILL BE IMPORTANT GOING FORWARD YOU HAVE TO TAKE A HOLISTIC APPROACH TO THE MARKET, ESPECIALLY TECH AND AI ECOSYSTEM DOLLARS SPREAD ACROSS AI VALUE CHAINS OF IT'S IMPORTANT TO ALLOCATE THOSE DOLLARS TO OTHER AREAS OF THE MARKET. MAG SEVEN, I WILL CONTINUE TO PLAY AND FORM PART OF THIS AI ECOSYSTEM BUT AT THIS STAGE, THE HOLISTIC PORTFOLIO APPROACH IS IMPORTANT, AS IT CONTINUES TO BE RABBIT AND INTENSE, IT'S BENEFIT IS HYPER SCALARS AND INFRASTRUCTURE LIKE YOU TALKED ABOUT, IT WILL INCREASINGLY SHIFT TOWARD THE AI VALUE CHAIN, BUT IT CREATES OPPORTUNITY TO ALLOCATE TO MORE PERIPHERAL AREAS, ESPECIALLY IN THE AI ECOSYSTEM ITSELF. >> THAT TICKER FOR THE LARGE COURT ETF'S AR GT. THE INDIVIDUAL HIDDEN GEMS YOU LIKE, SALESFORCE, XYLEM IS A WATER COMPANY AND CITIGROUP, VERY INTERESTING, IS THERE A COMMON THREAD? TEN SECONDS. >> IT'S ALL ABOUT MANAGEMENT TEAMS AND THEIR ABILITY TO GENERATE CASH AND THE MORE AT THE END OF THE DAY WITH THE CASH, THE BETTER HAVE CLEAR CAPITAL, PRIORITIZATION, AND IT WILL BE IMPORTANT GOIN
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