Navigating the macroeconomic landscape in the first half of 2026 has been a study in contrasts. Markets have marched toward all-time highs even as historic valuation metrics flash warning signs behind the scenes.
Despite numerous reasons why investors might expect otherwise, 2026 appears to be off to an excellent start across many parts of the market. As evidenced by strong earnings growth often topping analyst expectations, hearty revenue growth, and continued elevation in profit margins, a market buoyed by AI investment has thrived.
DoubleLine CEO/CIO Jeffrey Gundlach waxed market poetic in a recent Just Markets webcast. He looked back at 2025 and ahead in 2026 for opportunities with a barrage of charts to support his assertions.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 400 | $8,316 | $13,124 | $4,808 | 57.82% |
| JB Joel Blattner Avaii Wealth Management LLC | 23,357 | $587,551.86 | $767,324.16 | $179,772.3 | 30.6% |
Brian Matter Creative Capital Management Investments LLC | 519 | $16,732.56 | $17,050.19 | $317.63 | 1.9% |
| MSV Michelle S. Vang Socha Financial Group LLC | 51,802 | $1.24M | $1.7M | $466,712.87 | 37.79% |
Alexandra Stickelman Root Financial Partners, LLC | 1,034 | $31,902 | $33,968.97 | $2,066.97 | 6.48% |
| ARCA Exchange | US Country |
The organization operates as an investment fund primarily focused on holding U.S. equity securities. By allocating at least 80% of its net assets towards U.S. equity securities, including those offered via exchange-traded investment companies, it aims to provide its investors with exposure to the performance of the U.S. equity market. The fund is equipped to invest in companies of any market capitalization, albeit with a specific exclusion of penny stocks. It is characterized as non-diversified, which suggests a concentration of investments in fewer holdings that could lead to greater volatility in its portfolio performance compared to more diversified funds.
Our fund provides a focused range of investment products and services designed to meet the needs of investors looking for exposure to the U.S. equity market. Here are the key aspects of what we offer: