So basically, I think AI Capex, tariffs, the new Iran War, and inflation are going to drag down the NASDAQ and DOW and SP500 this year.
So while I have most of my money in BogleHead type ETF, I do have a decent chunk I like to put into individual stocks.
I am already plenty exposed to the Mag 7 thru Bogle. And will be adding. But I don’t expect a lot this year.
My question is what are some good individual stocks to invest in individually for the rest of this ye
What metrics do I screen for? high ROIC? Low beta? High dividends? EPS growth?