Sector and Thematic Investing Strategies

October 19, 2026

Buy ($175)

Companies covered: JPMorgan Chase & Co. (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), iShares S&P/Citigroup International Treasury Bond Fund (NASDAQ:IGOV), Citigroup Inc. (NYSE:C), Berkshire Hathaway Inc. (NYSE:BRK/A), Morgan Stanley (NYSE:MS), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:XYZ), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), American Express Company (NYSE:AXP), Archer-Daniels-Midland Company (NYSE:ADM), eBay Inc. (NASDAQ:EBAY), US Foods Holding Corp (NYSE:USFD), OceanaGold Corporation (TSE:OGC), Newmont Corporation (NYSE:NEM), Wheaton Precious Metals Corp. (NYSE:WPM), AngloGold Ashanti Limited (NYSE:AU), Gold Fields Limited (NYSE:GFI), Northern Star Resources Ltd. (OTCMKTS:NESRF), Ausgold Limited (OTCMKTS:AUSGF), OceanaGold Corp (NYSE:OGC), Discovery Mining Ltd. (OTCMKTS:DSVSF), Hemlo Mining Corp. (OTCMKTS:HMMCF), Equinox Gold Corp. (NYSEAMERICAN:EQX), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), Costco Wholesale Corporation (NASDAQ:COST), Eli Lilly and Company (NYSE:LLY), Lockheed Martin Corporation (NYSE:LMT), RTX Corp. (Raytheon) (NYSE:RTX), Palantir Technologies Inc. (NASDAQ:PLTR), CrowdStrike Holdings (NASDAQ:CRWD), Peloton Interactive (NASDAQ:PTON), IonQ Inc. (NYSE:IONQ), LVMH Moet Hennessy Louis Vuitton SE (OTCMKTS:LVMHF), Hermes International SCA (OTCMKTS:HESAF), Burberry Group ADR (OTCMKTS:BURBY), Compagnie Financiere Richemont SA (OTCMKTS:CFRHF), Ralph Lauren Corporation (NYSE:RL), UBS AG (NYSE:UBS), Ferrari NV (NYSE:RACE), Viking Holdings Ltd. (NYSE:VIK), Life Time Group Holdings Inc. (NYSE:LTH), Airbnb Inc. (NASDAQ:ABNB), Delta Air Lines, Inc. (NYSE:DAL), United Airlines Holdings (NASDAQ:UAL), American Airlines Group, Inc. (NASDAQ:AAL), Air Canada (OTCMKTS:ACDVF), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), Royal Caribbean Cruises Ltd. (NYSE:RCL), Carnival Corporation (NYSE:CCL), Christian Dior SA (OTCMKTS:CHDRY), Curaleaf Holdings (OTCMKTS:CURLF), Green Thumb Industries (OTCMKTS:GTBIF), COMPASS Pathways PLC (NASDAQ:CMPS), Johnson & Johnson (NYSE:JNJ), AbbVie Inc. (NYSE:ABBV), Trulieve Cannabis Corp. (NYSE:TRLV), Glass House Brands Inc. (NYSE:GLAS), Definium Therapeutics, Inc. (formerly Mind Medicine) (NASDAQ:DFTX), Helus Pharma Inc. (formerly Cybin) (NASDAQ:HELP), Abercrombie & Fitch Company (NYSE:ANF), lululemon athletica inc. (NASDAQ:LULU), On Holding AG (NYSE:ONON), Amazon.com, Inc. (NASDAQ:AMZN), Medtronic, Inc. (NYSE:MDT), Welltower Inc (NYSE:WELL), Marriott International (NASDAQ:MAR), Moderna (NASDAQ:MRNA)