Calls
3
Jimmy Lee
CEO, Wealth Consulting Group
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 20
$261.84
-
With cash on the sidelines returning to the market and market broadening beyond the Magnificent Seven, small-cap stocks should continue to rally as they have so far in January.
Equity Indexes
Long
Jan 20
$120.24
-
Consumer discretionary has not participated in the rally and should do very well if the residential housing market unlocks and rates come down. Housing unlocking would reignite animal spirits and lift many areas of the economy.
Thematic ETFs
Long
Jan 20
$682.17
-
The spike in volatility and VIX around 20 is a buying opportunity for investors who missed the bull market. Record cash on consumer and corporate balance sheets can be put back into long-term portfolios, and double-digit earnings growth should support higher equity prices; he expects the market can go much higher than people think, with broadening beyond the Magnificent Seven.
Equity Indexes
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Jimmy Lee has 3 trade ideas tracked on Buzzberg across 4 tickers since January 2026.
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
