#698 Alpha Score 46.0

Liz Ann Sonders

Chief Investment Strategist, Charles Schwab
· tracked since Mar 2026
698
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Alpha Score 46.0
Calls
5
Win Rate
60.0%
return
+3.2%
Calls 5 2602 Posts tracked · 16.1/day
Calls
7d 0
30d 2
90d 5
Best Calls
XLV Long +11.0%
XLB Long +5.0%
XLE Long +4.9%
Worst Calls
XLI Long -4.0%
SMH Long -0.9%
Most Mentioned
XLV ×2
RTY ×2
XLI ×1
Recent Calls
XLE Long 1 week ago
SMH Long 1 week ago
XLB Long 1 month ago
Win Rate 60% Long 5 Short 0
Win Rate
7d 80%
30d 100%
90d
Average Return +3.2% Long Return +3.2% Short Return -
Average Return
7d +2.0%
30d +3.8%
90d
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 25
$156.24
+11.0%
Small caps and biotech benefit from rotation.
The AI trade is broadening beyond early players. The Russell 2000 is heavily performing with exposure to healthcare and biotech, which are beneficiaries of the rotation away from highly concentrated mega-caps.
Thematic ETFs
Long
Aug 25
$555.50
-0.9%
AI ecosystem broadening to energy, smaller caps.
The AI/semiconductor ecosystem has become more diverse and broad, creating opportunities down the market-cap spectrum and in peripheral beneficiaries, including the energy space, as money seeks new objects beyond the Mag 7.
Thematic ETFs
Long
Aug 25
$62.08
+4.9%
AI ecosystem broadening to energy, smaller caps.
The AI/semiconductor ecosystem has become more diverse and broad, creating opportunities down the market-cap spectrum and in peripheral beneficiaries, including the energy space, as money seeks new objects beyond the Mag 7.
Thematic ETFs
Long
Jul 17
$50.59
+5.0%
Materials play the commodity cycle upswing.
Materials provide a way to play the increasing commodity cycle, benefiting from upward price trends.
Thematic ETFs
Long
Jul 17
$180.14
-4.0%
Industrials are a peripheral AI play.
Industrials serve as a peripheral way to play the AI boom, offering exposure beyond direct AI names.
Thematic ETFs
Showing 5 of 5 calls · sorted by mentions

Liz Ann Sonders has 5 trade ideas tracked on Buzzberg across 5 tickers since March 2026. Ranked #698 on the Buzzberg Alpha leaderboard. Most covered: XLV, RTY, XLI.