Of the 2,000+ ETFs we track, S&P 500 (SPY) ranks #336 over the past month. It’s up 4.7%.The top performer is an ETF we’re bullish on: Dry Bulk Shipping (BDRY). It’s up a monster 23.5%.
On a three-month basis, four of the top five performers are Dry Bulk Shipping (BDRY), Cannabis (MSOS), Health Care (CNCR) and Crypto (SATO).
“Are we bullish or bearish on shipping?” Keith McCullough asks. “Bullish.”
“Are we bullish or bearish on Cannabis? Bullish. Are we bullish or bearish on Health Care? Bullish. Are we bullish or bearish on Crypto. Bullish.”
“That’s not bad.”
There’s a better way to invest than buying and holding SPY. To track the ETF positions McCullough is adding, removing and re-ranking within his own portfolio, subscribe to Portfolio Solutions.