What retail investors are buying and selling

About this Video

• Video Title: What retail investors are buying and selling
• Channel: Yahoo Finance
• Speakers: Joe Maza, Josh (host)
• Duration: 00:06:27

Introduction

This Yahoo Finance video discusses a Charles Schwab client survey revealing retail investor sentiment and trading activity. The discussion focuses on investor concerns about trade policy, volatility in equity and fixed income markets, generational differences in trading behavior, and the shift towards ETFs.

Key Takeaways

• Investor Sentiment: Retail investors are less bearish than in April, but remain apprehensive about trade policy and market volatility, particularly in fixed income.
• Generational Differences: Older generations (Gen X and older) are holding positions more steadily, while younger generations (Millennials and Gen Z) are more active in trading.
• Sector Rotation: There's been a shift away from higher-beta names (technology, communication services) and towards healthcare, with UnitedHealthcare a surprising top buy.
• ETF Shift: Investors are moving from individual stocks to ETFs, possibly due to increased market volatility.
• Margin Balances & Options: Margin balances are decreasing as the market rebounds. Premium selling in options remains prevalent, suggesting a lack of hedging and upside buying.