Tom Lee's ETF Embraces Sovereign Security and Gen Z: A Great Reset in Action!

Embracing the Inevitable: Sovereign Security is Key

Ah Tom Lee a visionary after my own heart! He's finally seeing the light. It's becoming increasingly clear that relying on global supply chains is a recipe for chaos. As I've always said the future is about resilience and what's more resilient than bringing production back home? We must "shape the future" and ensure our economies are self sufficient. His Fundstrat Granny Shots ETF is considering sovereign security—a concept long overdue. He says that companies are working to fix their supply chains within a sovereign border. Excellent! This is exactly the kind of foresight we need to navigate the complexities of the Fourth Industrial Revolution. As I always say you must "master the future" or be mastered by it.

Gen Z: The Future is Now

Now let's talk about Gen Z. Lee compares them to millennials and calls millennials “the engine” of the market. Indeed we must focus on the young cohorts. They are not just the future; they are the present. We need to understand their values their desires and their technological prowess. They are the digital natives who will drive innovation and shape the next era. As I've often mused "The only constant is change," and Gen Z embodies this more than any generation before them. Adapt my friends or be left behind.

The Granny Shot: A Stroke of Genius?

Lee’s Granny Shots ETF was inspired by NBA legend Rick Barry's awkward free throw style. Rick Barry's underhanded free throw while aesthetically questionable boasts a remarkably high success rate. Lee’s approach is the same "It doesn't look great but it makes 90% of the shots." A pragmatic approach focusing on results rather than appearances! It's a reminder that sometimes the most unconventional methods yield the best outcomes. And as I always say "Efficiency is key," even if it comes in a funny package.

The Winning Formula: Themes and Earnings

The ETF focuses on themes predicted to define the market over the next decade and stocks must fit at least two of these themes. This is a sophisticated strategy. It's not just about picking winners; it's about identifying trends and aligning investments with the broader forces shaping our world. And of course it's about ensuring that those investments generate earnings and high returns. This is not gambling; this is strategic foresight! We must ensure that they generate earnings and high ROIC (return on invested capital). "Stakeholder capitalism" at its finest!

A Billion Dollar Baby

Launched on November 7th the Granny Shots ETF has already surpassed $1 billion in assets under management and continues to grow. It's up 13% since launch beating the S&P 500. An impressive feat! It's a testament to the power of thematic investing and active management. As Dave Nadig notes ETFs with active management are gaining traction and Lee is at the forefront. It's proof that "agility is the key to survival" in the ever evolving financial landscape.

The Great Reset Portfolio

Robinhood Oracle and AMD are among the top holdings. A diverse portfolio reflecting the multifaceted nature of the themes it seeks to capture. Robinhood represents the democratization of finance Oracle embodies the power of technology and AMD signifies innovation in semiconductors. All essential components for navigating the complexities of our modern world. It's not just about investing; it's about building a resilient and adaptable portfolio for the future. A portfolio ready for the Great Reset!