Latest news with #LargeCap
Yahoo
2 days ago
- Business
- Yahoo
The Nasdaq Just Reached a New All-Time High -- These ETFs Could Keep Climbing
Key Points If you're looking to beat the market, investing in top artificial intelligence (AI) stocks is a no-brainer. The Fundstrat Granny Shots U.S. Large Cap ETF offers diversified exposure to multiple investing themes, including AI. The Dan Ives Wedbush AI Revolution ETF is perfect for investors who want instant diversification across all the key players. 10 stocks we like better than Tidal Trust III - Fundstrat Granny Shots Us Large Cap ETF › The Nasdaq Composite (NASDAQINDEX: ^IXIC) recently broke through the 20,000 point level to reach new highs. Investors who feel overwhelmed about picking their own stocks shouldn't fret. The beauty of exchange-traded funds (ETFs) is that they can be used to achieve targeted exposure to almost any theme, or investment strategy, you're interested in. Investors shouldn't overthink this. There is one obvious opportunity in 2025 to beat the market -- artificial intelligence (AI). The market rally continues to be fueled by companies enabling the adoption of this technology, so focusing on top ETFs that offer adequate exposure to this opportunity is your best bet. Here are two I would buy right now. 1. Fundstrat Granny Shots U.S. Large Cap ETF Don't be fooled by the name. If you're looking for a fund that seeks to hold shares of industry leaders across emerging trends in the economy, not just AI, this fund is for you. The Fundstrat Granny Shots U.S. Large Cap ETF (NYSEMKT: GRNY) is an actively managed fund that just launched last year. The fund is led by Tom Lee, who is head of research at Fundstrat Capital. Lee previously served as JPMorgan Chase's Chief Equity Strategist from 2007 through 2014, when Lee co-founded Fundstrat Global Advisors. Since its inception in 2024, the Granny Shots ETF is up 14.9% compared to the Nasdaq's 8.4% return at the time of writing. Lee and his team use a top-down method of selecting stocks. This means they identify key themes that are breeding opportunities, such as AI or fintech, and then select the best stocks to capitalize on those themes. In addition to AI, the long-term themes reflected in the fund's stock holdings are millennials' increasing spending power, energy, cyber security, and improving economic conditions. These themes can change based on Fundstrat's research but this is what it is currently working with to select stocks for the fund. Here's a quick look at the top 10 holdings in the fund as of July 17, and their respective weightings: Robinhood Markets (3.91%) Oracle (3.55%) Advanced Micro Devices (3.40%) Nvidia (3.13%) GE Vernova (3.03%) GE Aerospace (2.85%) Palantir Technologies (2.79%) KLA Corp. (2.79%) Goldman Sachs (2.76%) Caterpillar (2.76%) One thing that might appeal to investors is that it's not going after just one trend like AI. Lee is thinking broadly about all the key trends in the economy and structuring the portfolio to profit from them. It's worth mentioning that Lee is a regular guest on CNBC, which is beneficial for investors. If you decide to invest in the fund, there are plenty of videos of Lee's interviews on YouTube or X to get insight into his strategy and thinking. The fund charges an expense ratio of 0.75%, which is typical for an actively managed ETF. This means for every $1,000 invested, you will incur an annual cost of $7.50. Since this is a relatively new ETF, investors should start with a small position and average into it over time. After all, past performance isn't a guarantee of future results. But given the fund's focus on investing in industry-leading companies that have excellent growth prospects, this is a very promising ETF to consider holding for the long term. 2. Dan Ives Wedbush AI Revolution ETF Finally, for investors who want pure exposure to AI, look no further than a fund named after the biggest AI bull on Wall Street, Dan Ives. Ives is managing director and global head of technology research at Wedbush Securities. He's been covering the tech sector for many years as an analyst. The Dan Ives Wedbush AI Revolution ETF (NYSEMKT: IVES) includes the top stocks from Ives' coverage universe to profit off this opportunity. There are 30 holdings in the fund as of July 16. Here are current top 10 holdings and their respective weightings: Nvidia (5.62%) Oracle (5.28%) Taiwan Semiconductor Manufacturing (5.20%) Broadcom (4.92%) Microsoft (4.89%) Amazon (4.72%) Advanced Micro Devices (4.71%) Meta Platforms (4.64%) Apple (4.63%) Alphabet (4.50%) Keep in mind, this fund just launched over a month ago, so it doesn't have much of a track record. But it's not difficult to tell by looking at the holdings in the fund that it is likely to perform well. It's likely to outperform the Nasdaq over the next five years, at least. The fund has already attracted $343 million in assets since June 3, which reflects Ives' reputation as an analyst and the quality of the stocks in the portfolio. The fund is not actively managed but charges an expense ratio of 0.75%. But so far, the fund is up 9.3% since inception in June, slightly outpacing the Nasdaq at the time of this writing. The Fundstrat and Wedbush ETFs are likely to outperform the market over the next five years. While they will likely be more volatile than the major market indexes given their exposure to high-growth stocks, these growth ETFs are great choices for investors looking for a hands-off way to invest in the best growth stocks out there. Do the experts think Tidal Trust III - Fundstrat Granny Shots Us Large Cap ETF is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Tidal Trust III - Fundstrat Granny Shots Us Large Cap ETF make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,055% vs. just 180% for the S&P — that is beating the market by 874.27%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $665,092!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,477!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. JPMorgan Chase is an advertising partner of Motley Fool Money. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Ballard has positions in Advanced Micro Devices and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Goldman Sachs Group, JPMorgan Chase, Meta Platforms, Microsoft, Nvidia, Oracle, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom, GE Aerospace, and Ge Vernova and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The Nasdaq Just Reached a New All-Time High -- These ETFs Could Keep Climbing was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
2 Large-Cap Stocks with Promising Prospects and 1 That Underwhelm
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they've already captured significant portions of their markets. These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you find high-quality companies that can grow their earnings no matter what. Keeping that in mind, here are two large-cap stocks that still have big upside potential and one that could be stalling. One Large-Cap Stock to Sell: Emerson Electric (EMR) Market Cap: $81.13 billion Founded in 1890, Emerson Electric (NYSE:EMR) is a multinational technology and engineering company providing solutions in the industrial, commercial, and residential markets. Why Do We Think Twice About EMR? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last five years Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 4.1 percentage points Waning returns on capital imply its previous profit engines are losing steam Emerson Electric's stock price of $144 implies a valuation ratio of 23.3x forward P/E. Read our free research report to see why you should think twice about including EMR in your portfolio, it's free. Two Large-Cap Stocks to Watch: Micron (MU) Market Cap: $128 billion Founded in the basement of a Boise, Idaho dental office in 1978, Micron (NYSE:MU) is a leading provider of memory chips used in thousands of devices across mobile, data centers, industrial, consumer, and automotive markets. Why Does MU Stand Out? Annual revenue growth of 36.4% over the last two years was superb and indicates its market share increased during this cycle Revenue outlook for the upcoming 12 months is outstanding and shows it's on track to gain market share Performance over the past five years shows its incremental sales were more profitable, as its annual earnings per share growth of 22.8% outpaced its revenue gains At $114.15 per share, Micron trades at 11.4x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Super Micro (SMCI) Market Cap: $30.9 billion Founded in Silicon Valley in 1993 and known for its modular "building block" approach to server design, Super Micro Computer (NASDAQ:SMCI) designs and manufactures high-performance, energy-efficient server and storage systems for data centers, cloud computing, AI, and edge computing applications. Why Will SMCI Beat the Market? Impressive 81.2% annual revenue growth over the last two years indicates it's winning market share this cycle Earnings per share grew by 23.2% annually over the last five years and trumped its peers Rising returns on capital show management is finding more attractive investment opportunities Super Micro is trading at $51.85 per share, or 16.8x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. High-Quality Stocks for All Market Conditions When Trump unveiled his aggressive tariff plan in April 2024, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that's already erased most losses. Don't let fear keep you from great opportunities and take a look at Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
2 Large-Cap Stocks for Long-Term Investors and 1 We Brush Off
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players. These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you find high-quality companies that can grow their earnings no matter what. That said, here are two large-cap stocks with attractive long-term potential and one whose existing offerings may be tapped out. One Large-Cap Stock to Sell: Analog Devices (ADI) Market Cap: $120 billion Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ:ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices. Why Does ADI Fall Short? Customers postponed purchases of its products and services this cycle as its revenue declined by 12.7% annually over the last two years Costs have risen faster than its revenue over the last five years, causing its operating margin to decline by 7.3 percentage points Low returns on capital reflect management's struggle to allocate funds effectively, and its decreasing returns suggest its historical profit centers are aging Analog Devices's stock price of $228.50 implies a valuation ratio of 30.8x forward P/E. Read our free research report to see why you should think twice about including ADI in your portfolio, it's free. Two Large-Cap Stocks to Watch: Tractor Supply (TSCO) Market Cap: $30 billion Started as a mail-order tractor parts business, Tractor Supply (NASDAQ:TSCO) is a retailer of general goods such as agricultural supplies, hardware, and pet food for the rural consumer. Why Is TSCO on Our Radar? Fast expansion of new stores indicates an aggressive approach to attacking untapped market opportunities Sales outlook for the upcoming 12 months implies the business will stay on its desirable six-year growth trajectory Industry-leading 35.2% return on capital demonstrates management's skill in finding high-return investments At $56.65 per share, Tractor Supply trades at 25.6x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. Monster (MNST) Market Cap: $57.54 billion Founded in 2002 as a natural soda and juice company, Monster Beverage (NASDAQ:MNST) is a pioneer of the energy drink category, and its Monster Energy brand targets a young, active demographic. Why Will MNST Beat the Market? Highly efficient business model is illustrated by its impressive 27.3% operating margin MNST is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders, and its growing cash flow gives it even more resources to deploy Stellar returns on capital showcase management's ability to surface highly profitable business ventures Monster is trading at $59 per share, or 31.4x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it's free. High-Quality Stocks for All Market Conditions When Trump unveiled his aggressive tariff plan in April 2024, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that's already erased most losses. Don't let fear keep you from great opportunities and take a look at Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Mint
15-07-2025
- Business
- Mint
Best mutual funds: THESE large cap schemes gave over 20% annualised return in past 3 years
Before investing in a mutual fund scheme, it is vital to examine the past returns of that scheme and compare the same with similar schemes in the same category. For instance, if an investor wants to invest in a large cap mutual fund, it is recommended to compare the past few years' returns delivered by large cap mutual funds. Although historical returns do not guarantee future returns, they tend to give an indication of how different schemes may perform in future. Aside from past returns, other factors which are worth considering by the mutual fund investors include the reputation of the fund house, macro-economic factors, whether the scheme is active or passive and past performance of the fund manager (in case of active scheme), among others. Here we list out some large cap mutual funds which have delivered over 20 percent return in the past 3 years. Those who are not aware, large cap funds refer to the schemes which invest 80 percent of their assets in large cap stocks. Large cap fund 3-year-returns (%) DSP Large Cap Fund 21.84 Edelweiss Large Cap Fund 20.53 HDFC Large Cap 20.14 ICICI Pru Large Cap Fund 21.80 Nippon India Large Cap Fund 23.98 Invesco India Large Cap 21.59 Baroda BNP Paribas Large Cap Fund 20.54 (Source: AMFI; direct returns as on July 11) As one can see in the list above, there are seven large cap mutual funds which have delivered over 20 percent annualised return in the past three years. Nippon India Large Cap Fund delivered 23.98 percent per annum and Invesco India Large Cap Fund gave 21.59 percent per annum. Other schemes which gave over 20 percent return in the past three years include Edelweiss Large Cap Fund and Baroda BNP Paribas Large Cap Fund. Notably, the historical returns do not guarantee a scheme's future returns. This means just because a scheme has delivered exceptional performance in the past three years, it does not mean it will continue to perform at the same pace in future as well. Visit here for all personal finance updates
Mint
19-06-2025
- Business
- Mint
THESE top performing large cap mutual funds gave over 21% annualised return in the past 5 years
If you are planning to invest in a large cap mutual fund, it is vital to evaluate the past few years' returns of that scheme and compare the same with those of other schemes in the same category. How does it help? Well, there is no guarantee that the scheme which has delivered good returns in the recent past will continue to deliver the same returns in the future as well. Nevertheless, it gives an indication of the trajectory of returns which the scheme has been following. And a comparison with its peers (especially in case of active funds) shows its relative performance. Here we list out the top performing large cap mutual funds which have delivered over 21 percent annualised return in the past five years. Those who are not aware, large cap mutual funds refer to the schemes which invest a minimum of 80 percent of their assets in large cap stocks. For instance, if a large scheme has total assets amounting to ₹ 100 crore, at least ₹ 80 crore (or more) should be invested in the large cap stocks, and the remaining ₹ 20 crore (or less) could be invested in other stocks such as mid cap stocks and debt, among others. Large Cap Fund 5-year-return (%) ABSL Frontline Equity Fund 22.46 Tata Large Cap Fund 21.91 Baroda BNP Paribas Large Cap Fund 21.02 DSP Large Cap Fund 21.53 Edelweiss Large Cap Fund 21.39 HDFC Large Cap Fund 23.63 ICICI Prudential Large Cap Fund 24.25 Invesco India Large Cap Fund 21.75 Kotak Bluechip Fund 21.98 Nippon India Large Cap Fund 27.19 SBI Blue Chip Fund 21.81 (Source: AMFI; Returns as on June 17, 2025) As one can see in the table above, ICICI Prudential Large Cap fund delivered 24.25 percent annualised return andHDFC Large Cap fund gave 23.69 percent CAGR. Other schemes which gave over 21 percent return included SBI Blue Chip Fund and Nippon India Large Cap Fund. Meanwhile, it is worth mentioning that investors should not get too smitten by the past returns. The historical returns may, or may not, continue to continue in the future. In other words, just because a scheme has given good performance in the past, it does not mean it will give the same performance in the future as well. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision. Visit here for all personal finance updates.
