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Posted by
Two Blokes Jul 27 -
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Stock
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IYJ has seen strong inflows and impressive recovery, outperforming the S&P 500 since my last buy rating in January. Despite a high valuation and seasonal volatility risks, technical momentum is robust with a clear breakout to new all-time highs. The ETF offers diversified exposure to US Industrials, including AI and defense plays, but is concentrated and sensitive to macro trends.
