Calls
6
#695
Alpha Score 31.3
Veronica Willis
Global Investment Strategist, Wells Fargo Investment Institute
Win Rate
33.3%
return
-7.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 22
$744.76
-0.2%
The Fed has a high hurdle for rate changes and likely won't act this year. Inflation will peak this summer then decline. Large caps offer quality and resilience amid ongoing volatility, while small caps are more exposed. Use pullbacks in large-cap stocks to add exposure, and the AI trade remains positive with earnings support.
Equity Indexes
Long
May 29
$191.05
-8.1%
We recommend trimming energy stocks and commodities, taking profits from the Iran-related rally, and rebalancing into the technology sector. Technology is supported by AI tailwinds, strong earnings, and diversification within the sector. Investors should be slightly overweight tech but not excessively.
Thematic ETFs
Long
Feb 13
$462.62
-20.4%
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Commodities
Long
Feb 13
$69.72
-27.2%
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Commodities
Long
Feb 13
$54.35
+6.4%
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Thematic ETFs
Long
Feb 13
$174.17
+3.0%
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Wells Fargo advocates using volatility to buy into sectors outside of big tech, specifically naming Industrials, Utilities, and Precious Metals (Gold/Silver). The tech trade is "stretched." Diversification into real assets (metals) and defensive/cyclical equity sectors offers protection against volatility and inflation stickiness. LONG Defensives and Real Assets. Tech rally resumes, leaving diversified portfolios underperforming.
Thematic ETFs
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Veronica Willis has 6 trade ideas tracked on Buzzberg across 6 tickers since February 2026. Ranked #695 on the Buzzberg Alpha leaderboard. Most covered: GOLD, SPY, SILVER.
