

Insights from the Fourth Quarter 2025 13F Filing Joel Greenblatt (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providin

Insights from the Third Quarter 2025 13F Filing Joel Greenblatt (Trades, Portfolio) recently submitted the 13F filing for the third quarter of 2025, providing

The S&P 500 is on track to close its second consecutive year with over 20% gains, and this positive momentum is expected to continue into 2025. According to BMO strategist Brian Belski, the benchmark index could reach 6,700 by the end of next year, representing a potential 14% upside.

Gotham Enhanced 500 ETF invests in S&P 500 constituents, reweighted using a proprietary valuation methodology. Nonetheless, the GSPY ETF's sector breakdown, top holdings, fundamentals, and price action closely mirror the S&P 500, offering little differentiation. With a 0.50% expense ratio, a 134% turnover rate and similar characteristics to cheaper S&P 500 ETFs, GSPY currently lacks a compelling reason for investment.

Gotham Asset Management is looking to short midcap and large-cap stocks with its latest exchange traded fund (ETF). Now, the issuer has launched the Gotham Short Strategies ETF (NYSE Arca: SHRT) on the New York Stock Exchange.

Picking stocks can be fun, but for many people, a portfolio consisting of a solid group of exchange traded funds (ETFs) can offer much better performance. According to a study by Morningstar, out of 3,000 active funds tracked, only 47% survived and outperformed their index benchmark.

After a correction in the S&P 500, a recent discovery of mine has been GSPY, which is co-managed by Gotham Asset Management, LLC.