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The Bottom Line

We are neutral towards the four ETFs considered today, at current prices: ATEC, MVB, OZR, and VAP, though would be interested into further weakness.

  • ATEC and OZR ETFs are likely to give the greatest return if we recover in 4Q, as we did in 2022 and 2024.
  • MVB and VAP are more conservative but are supported by sustainable yield.
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