Calls
6
#353
Alpha Score 65.2
Katerina Simonetti
Morgan Stanley Private Wealth Management
Win Rate
50.0%
return
+3.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 17
$173.51
+3.3%
During market corrections, sectors like financials, industrials, healthcare, and energy present undervalued buying opportunities to add to portfolios opportunistically, as they offer more attractive valuations compared to fully valued areas.
Thematic ETFs
Long
Mar 30
$48.38
+16.6%
Simonetti explicitly recommends increasing positioning in "financials" as part of a strategy to buy high-quality large-cap stocks during market corrections. She argues financials possess pricing power, allowing them to perform well even in an environment of high input prices and potentially softening demand. LONG because she identifies financials as a sector offering attractive buying opportunities with resilience. A deeper-than-expected economic slowdown leads to credit deterioration and reduces profitability for financial companies.
Simonetti explicitly recommends increasing positioning in "financials" as part of a strategy to buy high-quality large-cap stocks during market corrections. She argues financials possess pricing power, allowing them to perform well even in an environment of high input prices and potentially softening demand. LONG because she identifies financials as a sector offering attractive buying opportunities with resilience. A deeper-than-expected economic slowdown leads to credit deterioration and reduces profitability for financial companies.
Thematic ETFs
Long
Jul 06
$51.47
-1.3%
Broadening in earnings supports rotating into sectors that have lagged, including healthcare, industrials, and materials, to capture the broadening rally and avoid overconcentration in mega-cap tech.
Thematic ETFs
Long
Jul 06
$162.18
-0.7%
Broadening in earnings supports rotating into sectors that have lagged, including healthcare, industrials, and materials, to capture the broadening rally and avoid overconcentration in mega-cap tech.
Thematic ETFs
Long
Feb 27
$62.58
+1.0%
"Valuations are extremely attractive on the international side... [we are] overweight emerging." While the US market is expensive, Emerging Markets offer a valuation discount. Simonetti distinguishes between "International" (Europe) and "Emerging." She avoids Europe due to the Ukraine conflict ("major conflict happening... might take some time"), making EM the preferred vehicle for non-US exposure. Overweight Emerging Markets. US Dollar strength; geopolitical instability in specific EM regions.
"Valuations are extremely attractive on the international side... [we are] overweight emerging." While the US market is expensive, Emerging Markets offer a valuation discount. Simonetti distinguishes between "International" (Europe) and "Emerging." She avoids Europe due to the Ukraine conflict ("major conflict happening... might take some time"), making EM the preferred vehicle for non-US exposure. Overweight Emerging Markets. US Dollar strength; geopolitical instability in specific EM regions.
Equity Indexes
Long
Feb 27
$58.10
-0.4%
"Valuations are extremely attractive on the international side... [we are] overweight emerging." While the US market is expensive, Emerging Markets offer a valuation discount. Simonetti distinguishes between "International" (Europe) and "Emerging." She avoids Europe due to the Ukraine conflict ("major conflict happening... might take some time"), making EM the preferred vehicle for non-US exposure. Overweight Emerging Markets. US Dollar strength; geopolitical instability in specific EM regions.
"Valuations are extremely attractive on the international side... [we are] overweight emerging." While the US market is expensive, Emerging Markets offer a valuation discount. Simonetti distinguishes between "International" (Europe) and "Emerging." She avoids Europe due to the Ukraine conflict ("major conflict happening... might take some time"), making EM the preferred vehicle for non-US exposure. Overweight Emerging Markets. US Dollar strength; geopolitical instability in specific EM regions.
Equity Indexes
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Katerina Simonetti has 6 trade ideas tracked on Buzzberg across 6 tickers since February 2026. Ranked #353 on the Buzzberg Alpha leaderboard. Most covered: XLF, XLI, FINTECH.
