Slaughter Associates & the AI Hymen

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It is a truth rarely acknowledged, though by the most discerning investors, that a position in the Global X Artificial Intelligence & Technology ETF (AIQ +0.58%) must become an eligible suitor to a portfolio of consequence. Thus, it came to pass in Q3 2025 that Richard P Slaughter Associates Inc, with all the deliberation of a baroness choosing her daughter’s dowry, secured a stake of 235,632 shares, ample to purchase £11,640,000 across the quarter. The missives filed with the SEC on 9 October 2025 bore witness to this match.

This nascent alliance accounted for 2.51% of the firm’s 13F reportable assets under management and now ranks as the tenth diamond in their portfolio’s necklace. One might muse upon the peculiarities of their investment strategy, wherein the ten most prominent holdings resemble a carefully curated salon of financial gentility:

  • JPMorgan International Research Enhanced Equity ETF (JIRE 0.65%): £52.63M (11.3% of AUM)
  • iShares Russell Top 200 Growth ETF (IWY +0.63%): £41.86M (9.0% of AUM)
  • Fidelity Enhanced Mid Cap ETF (FMDE 1.08%): £39.12M (8.4% of AUM)
  • iShares Russell Top 200 Value ETF (IWX 0.54%): £35.64M (7.7% of AUM)
  • Neos Enhanced Income 1-3 Month T-Bill ETF (CSHI 0.12%): £33.88M (7.3% of AUM)

By October 8th, 2025, AIQ traded at £51.55 per share, a sum that constituted a 37.65% ascent over the twelve preceding months – a performance the S&P 500 would scarcely ornament its own victories with, having lagged by 19.48 percentage points. The ETF’s dividend yield of 0.12% was as modest as a maiden’s modesty at a quadrille.

ETF overview

Metric Value
Net Assets £7.06B
Price £51.55
Dividend yield 0.12%
1-year total return 37.65%

Data as of market close 8 October, 2025.

ETF snapshot

The Global X Artificial Intelligence & Technology ETF presents itself as society’s most elegant hostess, inviting investors to partake in a consortium of enterprises liable to revolutionize the world through algorithms and data. Its strategy is one of precision: at least 80% of assets must be devoted to AI and big data index constituents, while its non-diversified structure resembles the courtship of a relatively small circle, be it Mayfair or the Silicon Valley.

Thus, the portfolio comprises equities of those high-spirited innovators crafting or employing AI technologies. A commendable vehicle for those seeking to bind their fortunes to the marriage of exponentiality and wonder, albeit with all the risks inherent to אצל non-diversified union.

Foolish take

Perusing Slaughter Associates’ portraiture of investments one discerns a chamber of refined diversity. The JIRE ETF, with its global portfolio, hosts corporations from twenty nations as one might expect aristocrats from ve steppes and kingdoms at a Regency ball. The twin iShares funds, meanwhile, exemplify the ideal of balance – growth stocks like the sprightly debutantes and value stocks akin to the prudent dowagers. Even a marriage to the Neos T-bill ETF, despite its lack of glamour, contributes a delicate touch of liquidity to the nuptials.

Prior to this AI venture, the firm already maintained engagements with Apple (AAPL +0.08%), Microsoft (MSFT 0.17%), and Nvidia (NVDA +2.99%), whose combined £7% presence in Q2 and Q3 proved sufficient to warrant a new suitor. Indeed, the introduction of a bespoke ETF stake serves as the coup de grace to their existing alliances with the so-called Magnificent Seven. While these digital magnates have pushed the S&P 500 to fabled heights, one must question whether such advances owe more to talent or the romance of novelty.

Glossary

ETF (Exchange-Traded Fund): An investment construct traded upon exchanges, akin to a drawing-room entertainment accepting bookings from all stations of life.
Non-diversified ETF: A fund confining its selections to select securities, much like a soirée intentionally eschewing the broad rundown for exclusivity.
Thematic exposure: A strategic attachment to a particular trend, such as a family seeking to aline themselves with advantageous circles.
Assets under management (AUM): The combined wealth of assets a firm manages, comparable to a family’s entailed estates.
13F reportable assets: Certain U.S. securities that institutional investors must disclose, an obligation as inescapable as a coming-out ball.
Portfolio: The assemblage of investments held by a party, akin to a family’s furnishings and connections.
Dividend yield: The share of annual dividends relative to price, much like a dowry’s proportion to a bride’s charms.
Trailing twelve-month: The last twelve months, treated by accountants with the same exactitude as a coroner by a magistrate.
Index tracking: A strategy where funds mirror the conduct of a specific market benchmark, as if copying the steps of an experienced dance partner.
Stake: An investor’s shareholding, much like a daughter’s dowry to a advantageous match.
Outperforming: A performance surpassing that of a benchmark – an achievement as notable in finance as a whispered countess’s reputation.
Filing period: The specified duration under scrutiny by regulatory bodies, an ordeal as trying as securing a dance card from the Gaslight Club.

May your investments be as felicitous as Lizzie Bennet’s eventual match. 🧠

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2025-10-30 05:52