Consumer Advisor

As we enter 2026 , the macro backdrop remains highly supportive for several secular growth themes that dominated 2025—and in many cases, are only accelerating. Key structural tailwinds include: The AI infrastructure and data center buildout Rising electricity demand and the nuclear energy renaissance Commercial space and satellite connectivity Critical minerals and rare earth supply chains Semiconductor reshoring and advanced manufacturing Biotech innovation, GLP-1 drugs, and AI-driven discovery Robotics and automation moving from prototypes to deployment Many of the companies highlighted heading into 2025 delivered outsized returns , with several small- and mid-cap names posting triple-digit gains . While past performance is never a guarantee, the long-term fundamentals behind these trends are strengthening , not weakening. Below is my updated 2026 Focus List , refined using community input and recent market developments. 1-year performance shown for context (Jan 19, 2025 → Jan 19,...

Introduction As we enter 2026, reflecting on the volatile yet opportunity-rich 2025 market environment—including a significant market correction, surging safe-haven assets, geopolitical tensions driving defense outperformance, and resilient innovation in AI and technology—the landscape remains favorable for targeted ETF investments. This updated ranking incorporates full-year 2025 performance data (now finalized as of year-end), stable AUM trends into early 2026, and forward-looking themes such as sustained AI adoption, elevated global defense budgets, precious metals as inflation/debasement hedges, and selective growth exposure. Top 10 ETFs Selections highlight YTD performance, AUM for dependability, and anticipated growth in AI, tech, healthcare, and broad markets. Data sourced from TradingView, Yahoo Finance, and recent analyses. Ranking Methodology   20...