Low-Cost Fund Focuses on Tech Giants But Struggles in Down Markets

The article mentions the EA Bridgeway Blue Chip ETF (NYSEARCA:BBLU) as a stock that investors may want to consider. The author does not explicitly give a recommendation to buy, hold, or sell, but states that the ETF is "at least worth a look."

The author highlights several key points about the EA Bridgeway Blue Chip ETF. These include:

The ETF provides exposure to large-cap high-quality stocks.
It has a relatively concentrated portfolio with fewer than 40 holdings.
The fund focuses on a balanced mix of "value" and "growth" stocks.
It has a low turnover, indicating that the management does not actively time the market or chase momentum.
The top 10 holdings of the fund include Meta Platforms, Nvidia, Tesla, Microsoft, Visa, Apple, Lilly, JPMorgan, Procter & Gamble, and United Parcel Service.
The fund has a low expense ratio of 0.15%.
The fund's performance has been slightly better than the S&P 500 and its category average.

The author also mentions a few negatives about the fund, such as its relatively small size and the lack of significant outperformance compared to passive strategy alternatives.

Overall, the author suggests that the EA Bridgeway Blue Chip ETF is worth considering for investors who want actively-managed exposure to U.S. blue-chip stocks.

Low-Cost Fund Focuses on Tech Giants But Struggles in Down Markets

The author highlights several key points about the EA Bridgeway Blue Chip ETF. These include:

The ETF provides exposure to large-cap high-quality stocks.
It has a relatively concentrated portfolio with fewer than 40 holdings.
The fund focuses on a balanced mix of "value" and "growth" stocks.
It has a low turnover, indicating that the management does not actively time the market or chase momentum.
The top 10 holdings of the fund include Meta Platforms, Nvidia, Tesla, Microsoft, Visa, Apple, Lilly, JPMorgan, Procter & Gamble, and United Parcel Service.
The fund has a low expense ratio of 0.15%.
The fund's performance has been slightly better than the S&P 500 and its category average.

The author also mentions a few negatives about the fund, such as its relatively small size and the lack of significant outperformance compared to passive strategy alternatives.

Overall, the author suggests that the EA Bridgeway Blue Chip ETF is worth considering for investors who want actively-managed exposure to U.S. blue-chip stocks.