Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.
Key Takeaways:
Why Investors May Want to Follow Congressional Stock Trades
Are Members of Congress Good at Picking Stocks?
The Firms Behind the ETFs: Subversive Capital and Unusual Whales
Limitations of the Data on Congressional Stock Trades
How Democrats and Republicans Invest Differently
Both the Democratic and Republican ETFs Favor Tech Stocks
How Outsize Tech Exposure Has Affected the Performance of These ETFs
Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs
Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors
Key Takeaways on Investing in Congressional ETFs
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Read about topics from this episode.
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An Investor’s Guide to the Next Trump Administration
The Big Shortfall: Understanding the gap in thematic funds
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Are Stock Investors in for Another Tech Wreck?
What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025
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