MA

Monica Aguero 5.0 6 ideas

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Per mention Per thesis
ⓘ Each mention is one idea
— winrate (30d)  ·  — W / — L  ·  4 positions (30d)
Avg: —
Recent positions
TickerDirEntryP&LDate
VTI LONG $351.73 Apr 27
ITA LONG $215.09 Apr 27
XLE LONG $57.00 Apr 27
REMX LONG $98.25 Apr 27
By theme
Macro
2 ideas
Other
2 ideas
Energy
1 ideas
NatSec
1 ideas
Top tickers (by frequency)
ITA 1 ideas
— —
REMX 1 ideas
— —
XLE 1 ideas
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EWZ 1 ideas
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VTI 1 ideas
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▶ YouTube The Global Election Wave That Could Move Markets
Gridlock is positive for US equities.
Markets historically outperform during periods of congressional gridlock, and the 2026 midterms are likely to produce a split Congress, raising the odds of gridlock, which is positive for equities despite potential volatility from executive actions.
VTI HIGH Morgan Stanley Apr 27, 15:30
Monica Aguero
▶ YouTube The Global Election Wave That Could Move Markets
National security supports defense, energy, minerals.
National security priorities will continue to support demand in defense, energy, and critical minerals sectors, making them attractive investment areas amid rising protectionism and evolving alliances.
ITA XLE REMX HIGH Morgan Stanley Apr 27, 15:30
Monica Aguero
▶ YouTube The Global Election Wave That Could Move Markets
Brazil election could boost equities.
Brazil's 2026 election could produce a market-oriented shift that supports equities and lowers rates through fiscal reform and deregulation, making it a key event to watch for potential bullish opportunities.
EWZ HIGH Morgan Stanley Apr 27, 15:30
Monica Aguero
▶ YouTube The Global Election Wave That Could Move Markets
Israeli equities may continue to grow.
Israeli equities, particularly in defense and technology, have performed well despite ongoing geopolitical volatility, and continued US alignment and regional cooperation could support further growth.
Israeli equities HIGH Morgan Stanley Apr 27, 15:30
Monica Aguero
Monica Aguero | 6 trade ideas tracked | ITA, REMX, XLE, EWZ, VTI | YouTube | Buzzberg