Calls
5
#408
Alpha Score 62.9
Tiffany McGhee
CEO & CIO, Pivotal Advisors
Win Rate
60.0%
return
+6.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$77.14
+8.8%
Copper and other metals are essential to power AI infrastructure. Owning copper fits into a diversified long-term AI trade, supplementing exposure beyond creators and builders of AI.
Commodities
Long
Jun 30
$68.41
-3.7%
Market leadership is broadening beyond mega-cap tech and AI names. Emerging markets are up almost 23% year-to-date, one of the highest performing sub-asset classes, and should be part of a diversified portfolio given the AI opportunity is not confined to the US.
Equity Indexes
Long
Jun 30
$79.97
-0.7%
Within fixed income satellite positions, high-yield and opportunistic credit are used to enhance returns and diversify beyond core bonds, especially after markets rebounded from the March turmoil.
Bonds & Rates
Long
May 04
$36.18
+10.6%
Brookfield Infrastructure Partners offers diversified exposure to energy, transport, and data infrastructure, built for inflationary environments with strong capital discipline, serving as a quiet compounder that benefits from volatility rather than fighting it.
Construction & Infrastructure
Long
May 04
$56.42
+19.4%
FCX (Freeport-McMoRan) is a copper play benefiting from structural demand driven by AI, electrification, and infrastructure buildout, making real assets attractive in a volatile 60/40 portfolio environment.
Metals & Mining
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Tiffany McGhee has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #408 on the Buzzberg Alpha leaderboard. Most covered: COPPER, FCX, EEM.
