Freedom Broker strengthened positions in the Nasdaq-100 and the airline sector

Freedom Broker analysts expanded positions in ETFs tied to the Nasdaq-100 index and the aviation industry, betting on continued growth of technology companies and sustained strong demand for air travel. According to experts, these segments remain among the most attractive in the U.S. equity market.

As part of the model portfolio review, analysts opened positions in the Invesco QQQ Trust ETF (QQQ), which tracks the Nasdaq-100 index, as well as in the U.S. Global Jets ETF (JETS), focused on the aviation sector.

The addition of QQQ and JETS reflects analysts’ view that the technology sector will maintain strong fundamentals and that demand in the air transportation industry will remain resilient, Freedom Broker experts note.

Growth drivers of the Nasdaq-100 index

Nasdaq-100 brings together 100 of the largest non-financial companies traded on the NASDAQ exchange. The index includes corporations such as Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN) and Tesla (TSLA). Thanks to its high concentration of companies operating in artificial intelligence, cloud technologies and software, the index is considered one of the key indicators of the health of the U.S. technology sector.

Betting on airline industry stocks

The second new position was the JETS fund, which invests in the largest airlines, aircraft manufacturers and industry infrastructure companies. The fund’s investment thesis is linked to expectations of further growth in tourism activity and sustained demand for passenger and cargo transportation.

What is included in the Freedom portfolio

In addition to opening new positions, analysts increased the weight of funds tracking the U.S. financial sector and mid- and small-cap companies. The communications sector, financials, healthcare and certain consumer companies are starting to take some of the leadership from technology giants, making U.S. market growth more diversified and less dependent on the AI theme. 

At the same time, experts closed positions in ETFs for the Japanese market DBJP and long-term corporate bonds VCLT, and also partially took profits on Datadog, UnitedHealth Group and Bruker shares. 

At the same time, the share of cash in the model portfolio remains high — 23.63%. The funds are placed at a yield of 3.69% per annum in U.S. dollars.

The Freedom Broker model investment portfolio is formed by the company’s analysts based on an assessment of market trends, the macroeconomic situation and the outlook for individual sectors. The strategy is regularly reviewed: experts adjust the asset mix, increase allocations to the most attractive instruments and reduce positions in segments with a less favorable risk-to-potential return ratio.

This is not an individual investment recommendation.