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Does It Pay to Copy Congress' Stock Trades?
Manage episode 473877427 series 2753
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
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register
Read about topics from this episode.
The 2 ETFs That Track Congressional Stock Trades
Morningstar’s Guide to ETF Investing
An Investor’s Guide to the Next Trump Administration
The Big Shortfall: Understanding the gap in thematic funds
The Best Tech Stocks to Buy
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
What to watch from Morningstar.
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
427 episodes
Manage episode 473877427 series 2753
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
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register
Read about topics from this episode.
The 2 ETFs That Track Congressional Stock Trades
Morningstar’s Guide to ETF Investing
An Investor’s Guide to the Next Trump Administration
The Big Shortfall: Understanding the gap in thematic funds
The Best Tech Stocks to Buy
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
What to watch from Morningstar.
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
427 episodes
All episodes
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