Calls
18
#774
Alpha Score 23.5
Mary Ann Bartels
Chief Investment Strategist, Sanctuary Wealth
Win Rate
38.9%
return
-4.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 30
$718.67
+3.3%
The S&P 500 is in a secular bull market driven by technology and AI, with fundamental and technical support. Sentiment is between skepticism and optimism, leaving a long runway. Long-term target is 10,000 to 13,000 by 2029-2030, and the market is likely to enter a bubble before peaking.
Equity Indexes
Long
May 28
$289.00
+1.7%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Equity Indexes
Long
May 11
$575.93
-3.5%
Semiconductors are the industry leaders in the AI buildout. Memory demand from AI is driving strong earnings, and while the sector has run vertically, investors should continue to own and wait for a pullback to buy aggressively. The group will continue to rally as NVIDIA breaks out.
Thematic ETFs
Long
Apr 30
$159.27
+10.1%
Technology and AI are the leadership of the secular bull market. Fundamentals support the trend, and the sector still has room to run given the current sentiment is not euphoric. Software and AI investments will drive the next leg of the market.
Thematic ETFs
Long
May 28
$29.65
-0.2%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Commodities
Long
May 28
$57.45
+0.7%
The early stages of new market leadership have already emerged in small cap stocks, commodities, and energy. These will become the leading sectors after tech peaks, similar to the rotation from tech to energy in 1999-2000.
Thematic ETFs
Long
Jul 15
$370.05
-6.4%
Alphabet is a favorite in communication services; Meta may have bottomed and is part of the Mag 7 rally.
Hyperscalers
Long
Jul 15
$69.05
-3.1%
The recent correction in the Magnificent Seven looks to have bottomed and they are still the market leaders; with Q2 earnings likely showing strong growth, now offers better value and a buying opportunity.
Thematic ETFs
Long
Jul 15
$680.00
-5.9%
Alphabet is a favorite in communication services; Meta may have bottomed and is part of the Mag 7 rally.
Hyperscalers
Long
Jun 23
$66.84
+5.0%
Banks are performing very well amid a sector rotation out of overbought tech into other areas of the market.
Thematic ETFs
Long
Jun 23
$146.81
+5.0%
Biotech is starting to break out and is performing very well as part of the rotation away from overbought technology.
Thematic ETFs
Long
May 28
$101.22
-9.4%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Equity Indexes
Long
May 28
$92.89
+1.8%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Equity Indexes
Long
May 28
$89.20
-0.5%
A new secular bull market has started in international equities, specifically in Japan, Europe, and emerging markets excluding China. This is one of the greatest opportunities in history to diversify a US portfolio globally.
Equity Indexes
Long
May 28
$76.34
-3.3%
A new secular bull market has started in Japan, Europe, and emerging markets excluding China. The opportunity to diversify outside the US is one of the greatest in history, as US tech leadership will eventually wane and international markets will become the new leaders.
Equity Indexes
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Mary Ann Bartels has 18 trade ideas tracked on Buzzberg across 18 tickers since March 2026. Win rate 39% across 18 evaluated calls, average return -4.2%. Ranked #774 on the Buzzberg Alpha leaderboard. Most covered: SPY, SMH, IWM.
