Сигналы
5
#408
Альфа-оценка 62.9
Tiffany McGhee
CEO & CIO, Pivotal Advisors
Винрейт
60.0%
доходность
+6.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июн
$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.
Сырьё
Лонг
30 июн
$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.
Фондовые индексы
Лонг
30 июн
$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.
Облигации и ставки
Лонг
04 мая
$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.
Строительство/инфраструктура
Лонг
04 мая
$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.
Металлы/добыча
Показано 5 из 5 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Tiffany McGhee на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #408 в рейтинге Buzzberg Alpha. Чаще всего покрывает: COPPER, FCX, EEM.
