Calls
5
#648
Alpha Score 64.6
David Bailin
CEO, CIO Group
Win Rate
80.0%
return
+14.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$87.63
-6.7%
Families hold over 9% in cash earning about 2.7% on average; aggregating and managing it could earn 4% in Treasuries or 5% in a blended portfolio, an extra 150 basis points.
Bonds & Rates
Long
Jan 07
$46.76
+17.6%
To diversify away from concentrated U.S. mega-cap tech, investors should own dividend shares in sectors like pharmaceuticals, energy, and MLPs for industry diversification.
Thematic ETFs
Long
Jan 07
$45.41
+42.2%
To diversify away from concentrated U.S. mega-cap tech, investors should own dividend shares in sectors like pharmaceuticals, energy, and MLPs for industry diversification.
Thematic ETFs
Showing 3 of 5 calls · sorted by mentions
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David Bailin has 5 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #648 on the Buzzberg Alpha leaderboard. Most covered: XLE, TLT, XLV.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
