Watchlist
Stocks and ETFs JB likes right now. Descriptions come from each issuer's own page.
Visa
Why JB likes it: Card payments network; reported fiscal Q4 2026 on Oct 27. Next date not yet announced.
V Q4 FY2026: revenue up 13.2% year over year to $12.14 billion, net income up 17.9%. Diluted EPS $3.19 vs. $2.62 a year earlier (GAAP, Class A).
About: Investor relations (opens in new tab)Source: SEC EDGAR (opens in new tab)Company page →
Mastercard
Why JB likes it: Card payments network; reported Q3 2026 on Oct 29. Next date not yet announced.
MA Q3 2026: revenue up 14.0% year over year to $9.81 billion, net income up 17.9%. Net revenue $9,807 million vs. $8,602 million; net income $4,628 million vs. $3,927 million; diluted EPS $5.28 vs. $4.34 (GAAP). Mastercard reported gross dollar volume up 7% and cross-border volume up 11% on a local currency basis.
About: Investor relations (opens in new tab)Source: SEC EDGAR (opens in new tab)Company page →
iShares Semiconductor ETF
Seeks to track an index of U.S.-listed semiconductor stocks.
Why JB likes it: Index ETF tracking the NYSE Semiconductor Index, holding U.S.-listed companies in the semiconductor sector (30 holdings as of Oct 28, 2026, per iShares).
Expense ratio 0.33% (prospectus), per iShares. iShares has announced a forward share split, with split-adjusted trading set to begin Nov 5, 2026.
About: Issuer page (opens in new tab)Source: ishares.com (opens in new tab)
VanEck Semiconductor ETF
Seeks to replicate the MVIS US Listed Semiconductor 25 Index.
Why JB likes it: Index ETF tracking the MVIS US Listed Semiconductor 25 Index, which covers companies involved in semiconductor production and equipment (26 holdings as of Oct 28, 2026, per VanEck).
Per VanEck, the portfolio may include U.S.-listed foreign companies.
About: Issuer page (opens in new tab)Source: vaneck.com (opens in new tab)
Schwab U.S. Large-Cap Growth ETF
Seeks to track the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
Why JB likes it: Index ETF tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, holding large-cap U.S. growth stocks (189 holdings as of Oct 28, 2026, per Schwab).
Total expense ratio 0.04%, per Schwab Asset Management.
About: Issuer page (opens in new tab)Source: schwabassetmanagement.com (opens in new tab)
Invesco S&P 500 Momentum ETF
Why JB likes it: Index ETF tracking the S&P 500 Momentum Index, about 100 S&P 500 stocks with the highest momentum scores, per Invesco's prospectus.
Total annual operating expenses 0.13%, per Invesco's summary prospectus filed with the SEC.
About: Issuer page (opens in new tab)Source: SEC EDGAR (opens in new tab)
For informational purposes only, not financial advice. Do your own research before investing.
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