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Top holdings

AAPL Apple Inc 4.50%

MSFT Microsoft Corp 4.15%

TSM Taiwan Semiconductor Manufacturing Co Ltd 3.87%

AMZN Amazon.com Inc 3.02%

State Street Global Advisors 2.95%

ASML Holding NV 2.56%

SCHW Charles Schwab Corp/The 2.49%

NOTA DO TESOURO NACIONAL 2.48%

ABB Ltd 2.42%

V Visa Inc 2.35%

Notizie

IDE: This Infrastructure Fund Is Well-Positioned For The Current Environment (NYSE:IDE)

LGI's Global Mandate Fails To Deliver Growth Or Defense Consistently (NYSE:LGI)

LGI: A NAV-Driven Equity CEF, Not An Income Fund (NYSE:LGI)

CPZ: Unlikely To Outperform, But Could Still Have A Place In A Portfolio

Building A $100k Taxable Income Portfolio Using Some New, Some Old Funds

AGD: Strong Tailwinds For 2026, But This Fund Is Pricey

EOD: Well-Positioned If The USA Outperforms The EU Going Forward

ETG: Low Yield Relative To Peers, But Strong Historical Performance

LGI ETF: A Tax-Efficient Income Fund For Retirees (NYSE:LGI)

LGI: A Solid Global CEF That Could Be Safer Than The Equity Indices (Upgrade) (NYSE:LGI)

GLQ: Poor Performance History And Questionable Positioning (NYSE:GLQ)

AGD: Hard To Recommend This Fund At Its Current Price (NYSE:AGD)