Where Should We Focus US Investment Now?

Where should we focus US investment now? | Park Hyeonji, Yeo Doeun, Heo Jaemu [Morning N Investment]
Watch on YouTube ↗  |  July 23, 2026 at 02:34  |  56:16  |  3PRO TV (삼프로TV)
Speakers
Park Hyun-ji — Manager
Heo Jaemu — Host

Summary

ETF manager Park Hyeonji details how to allocate to US investments using actively managed ETFs. She recommends passive-like active (DFAC), factor rotation (DYNF), aggressive growth (BYI), dividend value (CGDV), and covered-call income (JEPI) as building blocks for different risk profiles. She also advocates for global active robotics ETFs over domestic names and monitors Bitcoin for a potential reversal.

  • Park Hyeonji presents five US-listed active ETFs: DFAC, DYNF, BYI, CGDV, and JEPI, each with distinct strategies.
  • DFAC is a core, tax-efficient pseudo-passive holding; DYNF uses factor rotation; BYI is aggressive AI/semiconductor; CGDV focuses on dividend growth; JEPI provides covered-call income.
  • She prefers global active robotics ETFs that include component suppliers over concentrated Korean small-cap robot stocks, citing lower beta and faster trend adaptation.
  • Bitcoin is flagged as worth watching after whale accumulation and regulatory rumors sparked a rebound.
  • Foreign rotation from SK Hynix ADR into EWY and DRAM ETFs signals persistent memory sector confidence.
  • She notes rare earth stocks fell on supply surplus fears, SpaceX remains pressured, and oil prices climbed on geopolitical tensions, but offers no own trade calls on these.
  • The overall market may stay rangebound until more big tech earnings clarify the AI spending outlook.
Ideas
Park Hyun-ji Manager 15:31
Bitcoin worth watching on whale buying.
Bitcoin rebounded as long-term whale investors started accumulating near recent lows, and an unofficial rumor of progress on crypto regulation added positive sentiment. The setup is worth monitoring for a potential trend change.
BTC LOW
Park Hyun-ji Manager 16:14
EWY and DRAM benefit from memory demand.
Foreign investors rotated out of SK Hynix ADR and leveraged products into broader memory and Korea exposure via EWY and DRAM ETFs, signaling they maintain a positive outlook on the memory sector despite recent volatility.
DRAM EWY LOW
Park Hyun-ji Manager 33:55
DFAC as core, tax-efficient diversification.
Dimensional's actively managed but passive-like ETF DFAC uses a quant-based approach with broad diversification across large, mid, and small caps. It is designed for tax efficiency by minimizing dividend distributions, making it suitable as a core portfolio holding similar to VTI.
DFAC MED
Park Hyun-ji Manager 36:15
DYNF for stable factor rotation.
BlackRock's DYNF is an active factor rotation ETF that rotates among sectors and factors based on macro, cycle, and recent trends like AI. It is relatively stable yet more concentrated than DFAC, serving as a moderate active option for balanced investors.
DYNF MED
Park Hyun-ji Manager 37:01
BYI for aggressive AI growth.
BYI is an aggressive bottom-up active ETF that focuses on high-growth AI and semiconductor names. It has heavy exposure to SK Hynix, Micron, and AMD, and has delivered top returns among the discussed active ETFs, making it attractive for risk-tolerant growth investors.
BYI MED
Park Hyun-ji Manager 37:44
CGDV for dividend growth value.
Capital Group's CGDV is an active dividend value ETF that picks stocks with strong dividend growth potential. It includes names like Nvidia that are transitioning into dividend payers, and offers a moderate risk profile ideal for neutral investors seeking income and value.
CGDV MED
Park Hyun-ji Manager 40:13
JEPI for covered call income.
JEPI is a covered-call ETF that provides high monthly income by writing options on S&P 500 constituents. With an 8.11% dividend yield, it is suitable for income-focused investors, especially in sideways or volatile markets, and can be paired with core equity holdings.
JEPI MED
Park Hyun-ji Manager 48:56
Global active robotics ETFs over domestic.
As AI shifts from semiconductors to physical AI/robotics, global active robotics ETFs that include component suppliers offer lower beta and more stability than concentrated domestic small-cap robot stocks. Active management can adapt to new entrants like Samsung and fast-changing trends.
PLUS Global Humanoid Robot Active ETF BOTZ HIGH
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This 3PRO TV (삼프로TV) video, published July 23, 2026, features Park Hyun-ji discussing BTC, DRAM, EWY, DFAC, DYNF, BYI, CGDV, JEPI, PLUS Global Humanoid Robot Active ETF, BOTZ. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-ji  · Tickers: BTC, DRAM, EWY, DFAC, DYNF, BYI, CGDV, JEPI, PLUS Global Humanoid Robot Active ETF, BOTZ