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VOE ETF: A mid-cap value basket adjusted for current macros

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As a research analyst in the technology industry, I aim to provide differentiated perspectives, be it for investment, trading or informational reasons. To this end, I am not a classic financial sector stock researcher, but I come from the IT world as a Keylogin InfoTech director and my knowledge is based on my own 25 years of investment experience. Also, my research is often supported by analysis and I frequently use charts to support my position. Based on the losses during the GFC, I am often moderate and focus more on direction and look for strategies to preserve capital. According to my career history below, I have extensive experience, initially as an implementer in virtualization and cloud, and later as a team leader and project leader, working mostly in television companies. I enjoy writing about topics like automated supply chains, generative AI. , Telcos Capex, deflationary nature of software, semiconductors etc. I’m often a contrarian too. I also cover biotech with a more “techbio” focus. I’ve also been a real estate entrepreneur (a mediocre one), a business owner, and a farmer, and spend at least 5 hours a week working on another field. profit base. To that end, I help families in need by providing sponsored work and contributing peer reviews and opinions for enterprise technology. My investment journey started in mutual and index funds before later switching to individual stocks. I had a lot of experience in the 2008/2009 crash when I lost a lot due to bad advice. I’ve since done my research and fell in love with Seeking Alpha because of the unique insights it offers to someone investing hard-earned money, as well as access to some of the best analysts around.

Analyst Disclosure: We do not/have any equity, option or similar derivative positions in any of the companies mentioned and do not intend to initiate such positions in the next 72 hours. I wrote this article myself and it expresses my own opinions. I receive no compensation for this (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This is an investment thesis and is intended for informational purposes only. Investors are urged to do additional research before investing.

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