Gene Goldman

CIO, Cetera
· tracked since Jan 2026
Calls
4
Win Rate
100.0%
return
+14.5%
Calls 4 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 4 Short 0
Win Rate
7d 100%
30d 75%
90d 25%
Average Return +14.5% Long Return +14.5% Short Return -
Average Return
7d +1.7%
30d +2.3%
90d -2.8%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 02
$156.00
+8.7%
Upgraded industrials on energy infrastructure support.
Recently upgraded industrials, acknowledging it is already the third-best performing sector this year, but sees more support from energy infrastructure, though the transcript cuts off before the full rationale.
Thematic ETFs
Long
Jan 02
$154.80
+9.2%
Healthcare attractive on demographics and valuations.
Likes healthcare because valuations are still attractive and the sector is supported by aging demographics and managed care demand.
Thematic ETFs
Long
Jan 02
$145.72
+29.1%
Like tech despite valuations on AI.
Still favors technology despite valuation concerns because AI remains in the early innings of its build-out, with massive investments in data centers and cloud infrastructure, and because productivity gains are historically the biggest driver of long-term market returns, though those gains are not yet visible in the data.
Thematic ETFs
Showing 3 of 4 calls · sorted by mentions

Gene Goldman has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: SPY, XLI, XLK.

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