Why I Put My Own Money in GFGF — and Haven’t Sold a Single Share
Why I Put My Own Money in GFGF — and Haven’t Sold a Single Share Charlie Tian As the fund manager of the GFGF ETF, I’m often asked one question: “Do you personally invest in the fund?” My answer is simple—yes, absolutely. A significant portion of my own net worth is invested in GFGF, and […]
How Resilient Are Your Portfolios to Trade Wars?
How Resilient Are Your Portfolios to Trade Wars? By Charlie Tian With tariffs and trade tensions once again in the headlines, investors are asking one key question: How Resilient Are Your Portfolios to Trade Wars? Can your portfolios withstand higher import costs and global supply chain disruptions? The answer lies in business quality and resilience […]
GFGF ETF: Investing in Wide-Moat Companies
GFGF ETF: Investing in Wide-Moat Companies “The most important thing in evaluating a business is determining how wide the moat is around it.” — Warren Buffett Warren Buffett built his investing legacy by buying companies with strong, sustainable competitive advantages — businesses that can defend profits, grow through cycles, and outlast competitors. That same principle […]
Quality, Valuation, or Momentum? What is the Gurus betting on?
Quality, Valuation, or Momentum? What is the Gurus betting on? By Charlie Tian Guru investors typically focus on concentrated, high-conviction positions that often exhibit key traits like value and quality. Warren Buffett famously emphasized shifting from simply buying cheap stocks to prioritizing quality companies at reasonable prices. So, what characteristics are the top 25 stocks […]
GFGF ETF: When Trying to Beat the Market, Be Different from the Market
GFGF ETF: When Trying to Beat the Market, Be Different from the Market By Charlie Tian Diversification is important, but many fundamental investors like Warren Buffett, David Tepper, and Carl Icahn prefer to concentrate their investments in their top ten holdings. This table shows the total number of stocks in each of their portfolios. Table […]
Invest Like the Guru’s: GFGF ETF Follows the Market’s Top Minds
Invest Like the Guru’s: GFGF ETF Follows the Market’s Top Minds By Charlie Tian Top investment gurus have a strong long-term track record—worth following Our 5-step investment process seeks to systematically replicate their key holdings We aim to prioritize quality, growth and valuation—buying great ideas at the right price The transparency of the U.S. capital […]