Fitz-Gerald Must Have Portfolio ETF is an actively managed equity exchange-traded fund designed to seek total return through a concentrated portfolio of companies selected with a proprietary Must Have Portfolio framework. The fund focuses on businesses viewed as positioned to benefit from long-term structural shifts, with an emphasis on themes such as digitalization, defense, diffusion, distribution, and dislocation. Its portfolio typically holds a relatively small number of primarily large-cap stocks across sectors including technology, industrials, healthcare, financial services, and consumer companies. Fitz-Gerald Must Have Portfolio ETF serves investors looking for thematic, stock-focused exposure built around a disciplined research process rather than a traditional broad-market index. The fund is part of the Nicholas Wealth family and reflects a strategy centered on identifying companies considered essential to modern economic activity and changing industry dynamics.
United States
45 years in markets taught Keith Fitz-Gerald that diversification is broken. Discover the research behind his concentrated Must Have Portfolio ETF, FITZ and how 4% of stocks create all the wealth.
Diversification remains the ever-present, proffered solution for navigating asset-class correlated drawdowns, but could a concentrated portfolio approach disprove that? Tune into this episode of Behind the Ticker that digs into the Fitz-Gerald Must Have Portfolio ETF (FITZ), why diversification dilutes return potential, and the decades of research that led to the strategy’s current focus on digitalization.
What share of all ETF conversation is about FITZ?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Attention | 0.01% new | 0.02% new | 0% +0 | 0% |
Of the messages about FITZ that take a side, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Bullish | 100% | 100% | 100% | 100% | ||
| Bearish | 0% | 0% | 0% | 0% |
Of the messages about FITZ that carry a topic, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Technical Analysis | — | — | — | 100% | ||
| Macro | — | — | — | 0% |
Of the messages about FITZ, what share comes from each group?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Regulars | 0% | 0% | 0% | 0.1% | ||
| Newcomers | 100% | 100% | 100% | 99.9% |