Latest news with #JasonBrowne
Yahoo
3 hours ago
- Business
- Yahoo
Alexis Practical Tactical ETF (LEXI) Surpasses $125 Million in Assets
Fund earned a 5-star rating from Morningstar in Tactical Allocation Category MONTGOMERY, Texas, July 28, 2025--(BUSINESS WIRE)--Alexis Investment Partners, LLC, a Montgomery-based registered investment advisor, announces the Alexis Practical Tactical ETF (NASDAQ: LEXI) has surpassed $125 Million in Assets as of July 22, 2025. This milestone comes less than a year after the fund earned a 5-Star rating from Morningstar in the Tactical Allocation Category. "Many people think about tactical investing as a defensive opportunity – we're different. Our goal is to add value relative to our benchmark by participating more in rising versus falling markets, adapting to changing leadership trends, and incorporating alternative asset classes like gold and REITs," said Alexis Browne Roberts, who manages the fund alongside her father, Jason Browne. "We designed LEXI to be nimble and flexible, allowing us to invest in a broad range of asset classes, buy and sell individual stocks alongside other ETFs, raise cash as desired and hedge using options." "The ETF structure also allows us to serve the broader investor market, and we are encouraged to see increased adoption from other financial advisors looking to add an effective tactical strategy to complement strategically allocated and rebalanced portfolios," Jason Browne added. "Alexis and I invest exclusively in LEXI for our personal investments and as the tactical portion of private client portfolios." About the Alexis Practical Tactical ETF The Alexis Practical Tactical ETF (LEXI) is benchmarked against a globally diversified mix of 35% Morningstar Global Index*, 35% S&P 500 Index and 30% Bloomberg Aggregate Bond Index**. Based on the tactical nature of the fund, investors can expect LEXI's allocation to vary materially from the benchmark, seeking to add value through market cycles. The fund is managed by Father/Daughter team, Jason Browne and Alexis Browne Roberts. For more information, please visit About Alexis Investment Partners, LLC Alexis Investment Partners, LLC (AIP) is an RIA serving individual investors, businesses and other advisors through investment management and comprehensive financial planning. The firm's vision is to partner with other financial advisors seeking to leverage AIP's tactical approach to investing and provide support in implementing a tactical sleeve to complement other strategies – boosting diversification, risk management and performance potential. For more information, please visit * Morningstar Global Markets Index measures the performance of stocks located in developed and emerging markets worldwide. ** Bloomberg US Aggregate Bond Index broadly tracks the U.S. investment-grade bond market. Past performance is not an indicator of future returns. The Morningstar Rating™ ("star rating") is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ is a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. Investing Involves risk Including possible loss of principal. Before Investing carefully consider the fund's investment objective, risks, charges, and expenses contained in the prospectus available at Please read the prospectus carefully. Distributor: Foreside Fund Services, LLC. View source version on Contacts Media Contact:Rex Carlinrex@ 206-240-5108
Business Insider
09-07-2025
- Business
- Business Insider
Just starting your investing journey? Here's what the pros say about how to split your money between single stocks and ETFs.
A friend who's just starting out investing and opened up their first brokerage account asked me the other day: How much should they be putting into single stocks versus ETFs that track the broader market? It's a good question. Individual stocks, while riskier than diversified ETFs, have the potential for more explosive growth. With stories of retail investors striking it rich with stocks like Nvidia, Apple, Microsoft, and Palantir in recent years, trying your hand at stock picking is tempting. Seeking an informed view, I asked a few financial experts what they think. Questions like these are always tough to answer in generalities — the right answer depends on someone's individual circumstances, goals, risk tolerance, and timeline. But even with the assumption that the investor is in their 20s and has a long time horizon, the answer was unanimous among the four experts I spoke with — It's better to just have your equity exposure in passive funds. There are several reasons behind their advice. A big one is the amount of time it takes to research which stocks to buy. "If you're starting to build a portfolio today, you're much better off focusing your time and energy and attention on your career and making money and putting more money away and just keeping it diversified," said Jason Browne, a Chartered Financial Consultant and the founder of Alexis Investment Partners. "In other words, make sure that you're participating in the growth of the stock market over time instead of spending your time trying to pick individual winners." Then there's the competition, who you're buying and selling from: Wall Street investors, whose full-time job is watching the market. "Competing with all those people down there, the tens of thousands and hundreds of thousands of people who have their eyes glued to the screen all day, figuring out how to make a buck," said Chris Chen, a Certified Financial Planner and wealth strategist at Insight Financial Strategists. "As individuals, it's very difficult to do that." The odds of beating the market are also pretty low, no matter who you are. Even the Wall Street professionals, on average, don't have an impressive track record. Only 15% of large-cap funds have beaten the S&P 500 over the last decade, according to SPIVA data from December 2024. That number is about the same for the last three-year period. During 2024, only 34% of funds beat the index. A 2024 study from Arizona State University professor Hendrik Bessembinder also found that around 51% of 29,078 US stocks listed since 1925 have lost value over the lifetimes with a median return of -7.4%. 3 tips for stock picking Those numbers aren't exactly appetizing. But if you're still convinced you can pick winners, or at least want the thrill of trying, there are a few tips experts recommend keeping in mind. First, allocate a small percentage of your portfolio to individual stocks — something like 5%-10%. "When you're younger, you can take bigger swings," said Tyler Meyer, a certified financial planner and the founder of Retire to Abundance. "But generally speaking, I would stay away from more than 5% into individual investments." Second, come up with a method for picking your stocks. While it's probably overly time consuming to do the sort of financial analysis done on Wall Street, there are theories you can go off of, Chen said. For example, you might consider the Dogs of the Dow theory, Chen said, which posits that the 10 stocks in the Dow Jones Industrial Average with the highest dividends in a given year are the cheapest in the index, and are therefore primed for outperformance in the following year. Or you could wait for blue-chip stocks like Apple, Meta, and Alphabet to undergo and significant correction and buy the dip, Browne said. "Every year for whatever reason they fall out of bed," Browne said. "You do have the ability then to add a little bit of value by just trading around the normal trading patterns of those names, because they are so volatile." Another, less scientific option (but touted by investing icon Warren Buffett) is to buy what you understand. Business Insider recently profiled several everday investors who made winning stock picks based on observations in their day-to-day live. Third and finally, be prepared to hold onto a stock for at least three-to-five years. "Statistically, that's when you're going to see the increases in stocks," said Melissa Cox, a Certified Financial Planner and the owner of Future-Focused Wealth. "It's not an overnight thing."
Yahoo
24-06-2025
- Business
- Yahoo
Oil tumbles, shares rise as Trump claims Iran-Israel ceasefire
STORY: Oil prices tumbled again on Tuesday, after Donald Trump said Israel and Iran had agreed to a ceasefire. Tehran's foreign minister later denied there was any formal agreement, but did say the country would stop its attacks if Israel ended what he called its 'illegal aggression'. International benchmark Brent crude was down over 2% in Asian morning trade, with similar falls for U.S. oil. That added to a 9% plunge the day before, when Iran did a token retaliation against a U.S. base in Qatar and signalled it was done for now. The news appeared to lift concern that Tehran could move to block the Strait of Hormuz waterway, through which about a fifth of the world's oil is moved. However, Alexis Investment Partners President Jason Browne says the drop in prices may have been exaggerated: "So again, a lot of that is people that maybe put on some hedges because they were worried that the prices were going to go up significantly and now they've got unwind those hedges. It's probably a little bit of an overreaction at the moment. So expect some volatility there, but we don't expect huge spikes.' Tuesday saw shares rally as tensions eased. Benchmark indexes in Tokyo and Hong Kong gained 1% or more, while South Korea's Kospi index jumped 2.5%. Tech stocks led the gains in Japan, with chip gear maker Tokyo Electron up over 4%. The more positive mood also saw money flow out of traditional safe havens, with gold down over 0.5% in Asian morning trade.
Reuters
23-06-2025
- Business
- Reuters
Oil price drop may be overreaction, says market expert
Jason Browne, president of Alexis Investment Partners says the oil price drop is "probably a little bit of an overreaction," as stocks rally on hopes of de-escalation in the Middle East.
Yahoo
15-04-2025
- Business
- Yahoo
As ‘sell America' trade rattles Washington and Wall Street, here's what could bring U.S. markets back from the brink
Jason Browne said he would consider adding more Treasurys to his portfolio when the 10-year Treasury yield hit 5%. A previous version of this report indicated he had already bought more Treasurys. President Donald Trump's decision to pause some of his tariffs helped spur a rebound in stocks last week. But it didn't stop the pressure from spreading to other corners of the financial markets. Americans are 'doom-buying' coffee, olive oil and soap. What's the one thing I should stockpile to avoid tariff price hikes? I held power of attorney for my late brother. Can I withdraw money from his bank account to give to his favorite charity? I begged my adviser to sell amid the market turmoil. He dragged his feet and I lost $20,000. Do I have any recourse? 'The whole thing feels predatory': My grandma, 97, pays $170 a month for a $10,000 life-insurance policy. Should we stop payments? 'Are we out of our minds?' My husband and I are in our 70s. Should we use $600K of our savings to buy our dream home? A recent bout of aggressive weakness in the dollar and Treasurys has spurred concerns that the American 'brand' as an attractive destination for foreign investment capital has been tarnished, perhaps irreparably so. '[T]he more troubling narrative of late is the notion of what we call a 'sell America Inc.' risk,' a team of interest-rate strategists at ING said in a report shared with MarketWatch. Even Trump himself acknowledged that the bond market was 'very tricky' during a press conference after he announced his plan for a 90-day pause on new tariffs on many countries, suggesting that it might have inspired his decision to tone down his trade fight. But to many investors, seeing the dollar and bond prices fall in tandem has come as a shock. Speculation that investors in Japan and China might be pausing purchases of U.S. government bonds, or even unloading Treasurys outright, has added to the sense of dread, even though evidence of this has been lacking. Buyers showed up to auctions of 10-year and 30-year Treasurys held last week. In their report, the team at ING said it was unclear whether pressure on bonds and the dollar was coming from American investors or foreign ones. While markets remain in the grip of uncertainty spurred by Trump's decision to launch a trade fight with China — the world's No. 2 economy and one of the biggest U.S. trading partners — some investors are beginning to see a buying opportunity amid the chaos. Jason Browne, president of Alexis Investment Partners, told MarketWatch that large dips in stocks and bonds have, in the past, been great opportunities for investors with a more long-term focus. Browne said he thinks stocks like Nvidia Corp. NVDA and other members of the 'Magnificent Seven' were looking attractive at these valuations. He said he would consider adding more bond duration to his portfolio when the yield on the 10-year Treasury note BX:TMUBMUSD10Y nears 5%. While Trump's tariff agenda has been disruptive, it hasn't doomed U.S. capital markets, he said. 'At some point, everything will find its footing,' Browne told MarketWatch. 'It's only been a few days — give it time.' Central to the question of how quickly U.S. stocks might recover is whether or not investors have already passed the point of 'peak uncertainty.' David Lefkowitz, head of U.S. equities at UBS Group's global wealth-management business, said on Friday that Trump's willingness to pause some of his tariffs was likely a first step toward restoring the confidence of investors and corporate executives alike. By demonstrating that he is attuned to capital markets and the economy, Trump may have helped dial back growing expectations for a recession. That could mean that 'peak uncertainty' has already passed. There is some data to back this idea. Julian Emanuel, an equity strategist at Evercore ISI, pointed out in a report shared with MarketWatch on Friday that Bloomberg's index of trade-policy uncertainty has started to decline over the past few days. 'It may be a blip, but [April 10] marked the first downtick in trade-policy uncertainty in weeks,' he said. Emanuel also highlighted that popular sentiment gauges like the American Association of Individual Investors' weekly survey have fallen to levels consistent with previous 'generational buying' opportunities in March 2009 and October 1990. Even if stocks do find a floor here, few strategists expect a swift return to where the market was in February, when the S&P 500 index last hit a record high. Simply too many risky scenarios could emerge over the next few months, said Michael Kramer, the founder of Mott Capital. Corporate earnings season has just begun, and a lack of clarity on trade policy could inspire many of America's biggest companies to pull their profit outlooks, as Delta Air Lines DAL did recently. A team of strategists at Bank of America said in a report shared with MarketWatch earlier this week that, when companies ditch their guidance, their shares tend to underperform. Plus, investors will be closely monitoring economic data due out over the next couple of months for any signs that Trump's tariffs are causing a slowdown in growth, a spike in unemployment or a boost to inflationary pressures. Recessions tend to produce grinding bear markets that result in S&P 500 declined of at least 20%. As of Friday's close, the index was down less than 11% from its Feb. 19 closing high, FactSet data showed. Kramer, for his part, thinks the market will keep pushing and prodding the administration until Trump finally capitulates, he said. Until that happens, the portfolio manager expects markets to remain volatile. 'I don't really know if announcing a couple of trade deals is going to help,' Kramer said. 'I think the market is going to keep pushing this until Trump basically reverses the whole thing.' Even a Trump reversal on trade might not be enough to soothe angry investors, others suggested. At this point, it might take more interest-rate cuts by the Federal Reserve to revive investor confidence. 'I do not believe simply hitting a theoretical 'undo' button would bring us back to the highly optimistic and lower-volatility environment we saw coming into 2025,' said Ryan Dykmans, chief investment officer at Dunham & Associates Investment Counsel. 'It may take the combination of the Fed easing, along with tax relief, as well as continued deregulation,' he added. The Dow Jones Industrial Average DJIA, Nasdaq Composite COMP and S&P 500 SPX all saw strong rebounds this past week. As of Friday's close, the S&P 500 had gained 289.28 points, or 5.7%, on the week to finish at 5,363.36, its best weekly percentage-point gain since November 2023. The 10-year Treasury yield BX:TMUBMUSD10Y rose 50 basis points to 4.492% this week. As of 3 p.m. Eastern time on Friday, it was the yield's biggest weekly gain since Nov. 16, 2001, Dow Jones data showed. The yield on the 30-year Treasury bond BX:TMUBMUSD30Y also was up sharply, tallying its biggest weekly gain since April 1987. The euro EURUSD strengthened by 3.7% to $1.136, its best week against the dollar DXY since March. Read: JPMorgan CEO Jamie Dimon warns tariffs and trade war are causing 'considerable turbulence' in the economy Stocks that benefit from chaos are helping a husband-and-wife investing duo beat the competition Bond market is the Achilles' heel of Trump's 'big, beautiful' budget bill, say investors 7 stock picks from a global fund manager as markets 'enforce discipline' on Trump 'I ended up getting very sick': I'm divorcing an abuser. I've had two terrible attorneys — and fired them both. Do I sue? My late uncle's house is in foreclosure. A woman claims to be his daughter and my cousin is a squatter. What can we do? Sign in to access your portfolio
