Following on last week's top 10 list, this week's blog focuses on ETFs related to the stocks in the list. For this week, we then screened for ETFs that contained each stock that were also rated 5 (Strong Buy), focusing on the ETF that held the stock in the greatest percentage, then traveling down the lists of ETFs that held it until we found one rated 5. This resulted in a list of Strong Buy 5 rated ETFs that held at least one Strong Buy 5 rated stock as a major holding.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SB Scott Boyce Decker Retirement Planning Inc. | 33 | $1,297 | $1,555.45 | $258.45 | 19.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 2 | $73 | $93.17 | $20.17 | 27.63% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 655 | $25,749.54 | $30,405.1 | $4,655.56 | 18.08% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 28,898 | $1.13M | $1.35M | $218,338.75 | 19.34% |
| ARCA Exchange | US Country |
The described company operates within the financial sector, specifically focusing on investment management. This company manages a fund that is designed to invest primarily in equity securities, aiming to capitalize on stocks that are poised for significant price increases beyond their recent performance levels. By maintaining at least 80% of its net assets in equities that are part of a specific index, the company seeks to offer its clients a chance to invest in opportunities with the potential for substantial growth, particularly in stocks that are likely to break through their previous resistance levels. This approach is adapted to varying market conditions to maximize investment returns. The fund characterized by this strategy is noted for being non-diversified, indicating a concentrated investment approach in select equities rather than spreading investments across a wide array of securities.
The company's primary offering is centered around an investment fund with a specific focus: