Monica DiCenso

Senior Macro Strategist, Wells Fargo
· tracked since Apr 2026
Calls 4 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 4
Best Calls
No live winners yet
Worst Calls
XBI long -4.8%
BIZD long -3.0%
XLF long -1.7%
Most Mentioned
XLF ×2
XBI ×1
XLV ×1
Recent Calls
BIZD long 1 month ago
XBI long 1 month ago
XLV long 1 month ago
Win Rate 0% Long 4 Short 0
Win Rate
7d 50%
30d 0%
90d —
Average Return -2.5% Long Return -2.5% Short Return -
Average Return
7d +0.1%
30d -2.4%
90d —
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
XLF Financia... Financial Select Se...
Long
Apr 15
$51.76
-1.7%
Invest in financials due to deregulation.
Financials have underperformed, and with a benign rate environment and expected deregulation, there is reason to increase exposure to this sector.
Fintech
YOUTUBE
BIZD VanEck B... VanEck BDC Income ETF
Long
Apr 15
$12.81
-3.0%
Consider private credit after negative sentiment.
Private credit has faced negative press and underperformance, but institutional clients are adding exposure, using fear as an opportunity for patient investors, and it could be a good time to consider this asset class.
Fintech
YOUTUBE
XBI SPDR S&P... SPDR S&P Biotech ETF
Long
Apr 15
$136.45
-4.8%
Buy healthcare and biotech for AI benefits.
Healthcare and biotech are overlooked beneficiaries of AI, which can accelerate drug development with more accurate results, making them attractive investments compared to tech.
Healthcare
YOUTUBE
XLV Health C... Health Care Select ...
Long
Apr 15
$148.72
-0.5%
Buy healthcare and biotech for AI benefits.
Healthcare and biotech are overlooked beneficiaries of AI, which can accelerate drug development with more accurate results, making them attractive investments compared to tech.
Healthcare
YOUTUBE
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