Calls
3
Kathleen Entwistle
Managing Director & Private Wealth Advisor, Morgan Stanley
Win Rate
66.7%
return
-6.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 26
$290.31
+2.0%
Small cap stocks offer a diversification opportunity away from the concentrated tech trade. The firm is starting to dip clients' toes into the small cap arena.
Equity Indexes
Long
May 26
$56.65
+0.1%
Energy infrastructure is a real asset that holds up in inflationary environments and provides diversification from expensive tech stocks. The firm is actively putting clients into energy infrastructure positions.
Thematic ETFs
Long
May 26
$69.78
-22.4%
Gold and silver are real assets that respond well in the current market environment, likely due to inflationary pressures and a non-correlated benefit. The firm likes gold and silver as part of a diversified real assets sleeve.
Commodities
Showing 3 of 3 picks · sorted by mentions
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Kathleen Entwistle has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: SILVER, IWM, PAVE.
