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Does It Pay to Copy Congress' Stock Trades?

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Manage episode 473877427 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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:

Zachary Evens

Margaret Giles

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/

  continue reading

427 episodes

Artwork
iconShare
 
Manage episode 473877427 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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:

Zachary Evens

Margaret Giles

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/

  continue reading

427 episodes

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