Calls
2
Phil Camporeale
Portfolio Manager, J.P. Morgan Asset Management
Win Rate
100.0%
return
+2.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$741.18
+3.9%
Equity trade momentum continues with 24% earnings growth forecast for 2026, driven by nominal GDP growth, interest-rate-insensitive tech earnings, and broadening profitability. Equities remain favored over bonds.
Equity Indexes
Long
Jul 31
$57.01
+1.9%
Financials are seeing the biggest positive earnings revisions, supported by buybacks and recovering capital market activity, making them an attractive new sector addition alongside tech and industrials.
Thematic ETFs
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Phil Camporeale has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: SPY, XLF, 2-YEAR US TREASURY NOTE.
