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Portfolio Insights

Recent Buy: DocuSign [DOCU]
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One of our latest additions to clients' portfolios is DocuSign. To learn more about why we are bullish on the company, click the link below to review our investment thesis.

Published: January 27, 2026

Download "Investment Tear Sheet_DOCU_01.27.26.pdf"

FOMC Update and Outlook for 2026

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The Federal Reserve surprisingly expands its balance sheet and Collar Capital maintains a cautiously optimistic outlook for the S&P 500 in 2026.

Published: December 11, 2025

Download "FOMC Update and Outlook for 2026"

Recent Buy: Virtu Financial [VIRT]

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One of our latest additions to clients' portfolios is Virtu Financial. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: November 21, 2025

Download "Investment Tear Sheet_VIRT_11.21.25.pdf"

Recent Buy: Northern Oil & Gas [NOG]

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One of our latest additions to clients' portfolios is Northern Oil & Gas. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: October 3, 2025

Download "Investment Tear Sheet_NOG_10.03.25.pdf"

Recent Buy: Target [TGT]

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One of our latest additions to clients' portfolios is Target. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: September 22, 2025

Download "Investment Tear Sheet_TGT_09.22.25.pdf"

Recent Buy: Conagra Brands [CAG]

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One of our latest additions to clients' portfolios is Conagra Brands. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: September 11, 2025

Download "Investment Tear Sheet_CAG_09.11.25.pdf"

Recent Buy: Salesforce [CRM]

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One of our latest additions to clients' portfolios is Salesforce. To learn more about why we are bullish on the company, click the link below to review our investment thesis.


Published: September 8, 2025

Download "Investment Tear Sheet_CRM_09.08.25.pdf"

AI in Your Portfolio

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Collar Capital's advisors highlight the transformative impact of artificial intelligence on the investing landscape over the next five years, addressing client interest in Nvidia (NVDA) by explaining that its projected growth is already reflected in its high valuation, carrying significant execution risks amid competition. Instead, they recommend investing in many other companies with direct or indirect AI exposure that offer substantial upside with lower downside risk.

Published: August 8, 2024

Download "AI in Your Portfolio"

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Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. This website is solely for informational purposes.