Three Overlooked ETFs That May Thrive in 2026
ETFs in 2025: The year 2025 is projected to be significant for exchange-traded funds (ETFs), with an expected inflow of about $1.5 trillion, and the ETF space shows no signs of losing its appeal to investors in 2026.
Focus on Wide Moat ETFs: The Wide Moat ETF (MOAT) targets companies with competitive advantages, focusing on large-cap stocks that are expected to perform well due to their market value and resilience against competitors.
Active Management Strategies: The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) combines gold futures and large-cap U.S. equities, appealing to investors seeking defensive qualities and a smart way to invest in precious metals.
Emerging Fund GRNJ: The newly launched Fundstrat Granny Shots U.S. Small- & Mid-Cap ETF (GRNJ) utilizes unique metrics to evaluate companies, targeting millennial consumers and showing promising early returns despite its higher expense ratio.
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New Presidents Named: Two new presidents have been appointed at the HII's Newport News Shipbuilding division.
Focus on Shipbuilding: The leadership changes are part of a strategic move to enhance operations and efficiency in shipbuilding activities.
- Oil Price Plunge Impacts Market: Following President Trump's announcement to postpone strikes on Iranian energy infrastructure, crude oil prices fell over 7%, directly contributing to a 1.73% rise in the S&P 500 and a 1.97% increase in the Dow Jones, reflecting market optimism over easing geopolitical risks.
- Bond Yields Decline: The 10-year Treasury yield fell from an 8-month high of 4.44% to 4.27% on news of a potential end to the Iran war, indicating a reduction in investor concerns about inflationary pressures that could influence Federal Reserve policy decisions.
- Global Supply Chain Risks: The International Energy Agency reported that over 40 energy sites across nine Middle Eastern countries have been severely damaged due to the Iran war, potentially prolonging disruptions to global supply chains and affecting international market stability post-conflict.
- Strong Performance in Tech Stocks: Amidst the overall market rise, technology stocks like Tesla, Nvidia, and Amazon saw gains of over 2%, indicating increased investor confidence in the tech sector, which may lay the groundwork for future market growth.
Executive Order on Maritime Dominance: President Trump's executive order aims to restore America's maritime dominance through the America’s Maritime Action Plan (MAP), which includes significant federal funding for domestic shipbuilding.
Current State of U.S. Shipbuilding: Less than 1% of new commercial ships are currently built in the U.S., with China dominating global shipbuilding, prompting the MAP as a response to this imbalance.
Investment Opportunities: Companies like Huntington Ingalls Industries (HII) are positioned to benefit from increased government spending on naval shipbuilding, with expectations of securing up to $50 billion in new contracts over the next two years.
Stock Performance and Analyst Insights: HII's stock has surged over 100% in the past year, but analysts express caution regarding future earnings, suggesting that while the stock remains a buy, there are concerns about sustaining its price after significant gains.
- Wage Growth Agreement: A new shipbuilding agreement outlines projected wage growth between 35% and 47% through 2031.
- Impact on Workforce: This wage increase is expected to significantly enhance the financial well-being of workers in the shipbuilding industry.

New Wage Agreement: A new agreement has been ratified that includes an 18% or higher increase in base wages for union-represented shipbuilders.
Impact on Shipbuilding Industry: This wage increase is expected to significantly affect all shipbuilding operations, enhancing the financial conditions for workers in the sector.

- Complex Task: Unblocking the Strait of Hormuz is a complicated and lengthy process.
- Geopolitical Implications: The situation involves significant geopolitical considerations that complicate efforts.
- International Involvement: Various nations may have interests in the outcome, influencing the approach to unblocking.
- Potential Consequences: The challenges in this task could lead to broader implications for global trade and security.








