Calls
6
#559
Alpha Score 57.0
Marta Norton
Chief Investment Strategist, Empower
Win Rate
83.3%
return
+7.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 09
$154.50
+12.0%
Healthcare has not participated as much in the rally, is not as stretched from a valuation standpoint, and offers added defensiveness in a market like this, making it an attractive area.
Thematic ETFs
Long
Jul 24
$83.47
-1.6%
Fixed income offers attractive value for diversified investors at current elevated yield levels, as yields price in significant real rate and inflation risk.
Bonds & Rates
Long
Aug 12
$772.24
+0.1%
Retail investors continue to show enthusiasm for equities, visible in retirement accounts and retail anecdotes; while there are concerns around AI, inflation and the economy, she does not see a broadly speculative tone, and she argues investors should be fully invested.
Equity Indexes
Long
Jul 24
$63.47
+10.9%
The recent sell-off in Magnificent Seven stocks presents a long-term dip-buying opportunity as hyperscalers and software companies provide value within the AI trade, though patience is required given high capex spending.
Thematic ETFs
Long
Jun 09
$207.33
+10.6%
NVIDIA has been forgotten among the broader semiconductor story, but its returns have been entirely driven by earnings while its valuation has contracted, creating ignored value.
AI Compute
Long
Jun 09
$52.36
+11.7%
Financials have not participated as much as the broader market and are not as stretched from a valuation standpoint, presenting a value opportunity.
Thematic ETFs
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Marta Norton has 6 trade ideas tracked on Buzzberg across 6 tickers since June 2026. Ranked #559 on the Buzzberg Alpha leaderboard. Most covered: XLV, TLT, XLF.
