Quiver's Gottheimer Strategy Shows Mixed Results in Stocks

Quiver's automated trading strategy based on Josh Gottheimer's stock picks has delivered a 21.72% CAGR. The latest rebalance demonstrates varied performance, with notable gains in MSFT and VOO, while AAPL and PAVE lag behind.

Date: 11-03-2025

AI Rating: 5

Earnings Performance Overview
The text outlines the performance metrics of Quiver's Josh Gottheimer Strategy, emphasizing its 21.72% CAGR since inception. However, recent returns exhibit volatility with a -3.33% drop over the past week and -5.73% over the past month, while there was a marginal increase of 0.49% over the past year.

Individual Stock Analysis
1. **MSFT (Microsoft)**: The strategy holds a 61.64% position with an increase of +8.89%. This positive adjustment suggests strong confidence in MSFT, which may lead to bullish sentiments among investors.

2. **VOO (Vanguard S&P 500 ETF)**: Comprising 20.76% of the strategy, it has seen a +7.63% change, reflecting stability in the broader market trend.

3. **SPY (SPDR S&P 500 ETF)**: The 4.30% position has gained +1.80%, a modest increase that indicates cautious optimism.

4. **AAPL (Apple)**: With a 2.36% position and a -0.95% change, this slight decline reveals underlying concerns, possibly due to market saturation or competitive pressures.

5. **PAVE**: The worst performer, down -8.52% with only a 1.11% position, could raise alarms about ongoing issues affecting industrial or infrastructure-related stocks.

6. **Other Notable Stocks**: AMZN, IJH, and HEDJ have also seen negative adjustments, underlining mixed performance across the portfolio.

Investor Sentiment and Stock Price Implications
The mixed performance signals potential volatility that investors may need to navigate. Positive changes in MSFT and VOO could make them attractive for investors looking for upward momentum, while declines in AAPL and PAVE suggest caution. Overall, the strategy's returns and the adjustments made could influence market sentiments moving forward.

Stocks: MSFT VOO SPY AAPL PAVE AMZN IJH HEDJ