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September 2026 - How to Invest in the AI Boom

September 1, 2026

The dot com bubble of the late 1990s stemmed from the tremendous capital expenditures for laying fiber-optic cable in anticipation of the need from the country’s new internet. It wasn’t a mistake to make the investments. However, the problem was that the demand and profits did not come soon enough to realize adequate profits. Most went bankrupt, sending their inflated stocks crashing. The installed fiber was sold for pennies on the dollar to a new generation of companies who profited from what became today’s robust internet. This scenario is the primary risk of investing in the current AI boom.

Investment Performance Comparison

Growth of $100,000 invested in 2000

This chart shows the growth of $100,000 invested in the S&P 500 (in gray) since 2000 would have grown to $465,820, versus $834,366 if it was invested in the Sound Advice recommendations (in blue) for 79 percent more capital return.

About the Author

Gray Cardiff has been the editor of Sound Advice since its inception in 1988. The Sound Advice Model Portfolio has significantly outpaced the return of the S&P 500 Index since 2000 with less volatility and risk. Mr. Cardiff also manages the Sound Advice Diversified Growth Fund, which maintains positions exclusively in all of the Sound Advice model portfolio recommendations. He is also an investor in the Fund on a side-by-side basis with other investors.

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Gray Cardiff invites you to invest side-by-side with him in the Sound Advice Diversified Growth Fund. Mirroring all newsletter recommendations, the Fund offers flexible income distributions, and is IRA-eligible.

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The Sound Advice Model Portfolio

Stock and fund prices may delayed by up to 20 minutes.

Growth with Income	Symbol	Price	Yield (%)	Action	Limit
Chevron	CVX	211.05	3.24	Buy	221.60
Cisco Systems	CSCO	109.74	1.49	Buy	115.23
Haliberton	HAL	36.80	1.85	Buy	38.64
Invesco Consumer Staples ETF	RSPS	31.21	2.66	Buy	32.77
JP Morgan Chase	JPM	354.95	1.58	Buy	372.70
Qualcomm	QCOM	166.61	2.21	Buy	174.94
RLJ Lodging	RLJ	11.02	5.44	Buy	11.57
RLJ Lodging Trust - Preferred A ¹	RLJ-PA	25.33	7.70	Hold	25.00
Valero	VLO	361.99	1.25	Buy	380.09

Growth	Symbol	Price	Yield (%)	Action	Limit
Exxon Mobil	XOM	164.55	2.50	Buy	172.78
Genomic Revolution Multi-Sector	ARKG	46.84		Buy	49.18
Golbal Robotics & Automation ETF	ROBO	78.87	0.39	Buy	82.81
Invesco Basic Materials ETF	RSPM	40.06	1.75	Buy	42.06
Invesco Health Care ETF	RSPH	37.47	0.59	Buy	39.34
Invesco Small Cap Industrials ETF	PSCI	167.66	0.57	Buy	176.05
Moderna	MRNA	154.27		Buy	161.98
S&P 500 Equal Weight ETF	RSP	217.59	1.32	Buy	228.47
Virtus LifeSci Biotech Products	BBP	107.37		Buy	112.73

Hedges	Symbol	Price	Action	Limit
ProShares UltraShort Pro Russell	SRTY	23.72	Buy	24.91
ProShares UltraShort Russell 2000	TWM	22.24	Buy	23.35
ProShares UltraShort S&P 500	SDS	55.27	Buy	58.03

More Updates

Moderna’s Eruption

August 19, 2026

Moderna (MRNA) skyrocketed today, more than doubling, up 177 percent, on the news of a successful Phase 3 melanoma trial. The combination of Moderna's vaccine with Merck's Keytruda significantly reduced the risk of melanoma returning or spreading compared with Keytruda alone. This was the first successful late-stage trial of an individualized mRNA cancer vaccine and validates Moderna's mRNA oncology platform for other cancers.

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Qualcomm: It’s a Good Time

August 14, 2026

Qualcomm (QCOM) is being added to the Sound Advice portfolio. A complete explanation will follow in the next issue of Sound Advice scheduled to be published on the first of September, but we are adding QCOM now as a timely investment.

The stock price is down 34 percent from its peak of $250 in early June and is...

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August 2026 - Is The Bull Still Alive?

August 1, 2026

It’s a little scary. After 17 years, it is natural to worry if the bull market may be getting tired soon. Price/earnings (P/E) ratios, the standard measure of valuations, are at record highs. We can’t even measure the P/E of the Russell 2000 stocks because more than 40 percent don’t even have positive earnings. The Wall Street darlings, the so-called Magnificent Seven, are at astronomical P/E ratios but they are now taking on debt to finance monumental capital expenditures on data centers. The AI race is looking more and more like the Dot Com bubble of the late 1990s.

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July 2026 - The Rotation to Healthcare

July 1, 2026

The healthcare sector has been languishing during the past three years. Returns were close to zero in 2023 and 2024. Some life returned in 2025, but the return for the entire three-year period was far below the rest of the market. The wake of this abandonment has left this sector undervalued and replete with investment bargains.

During this time, the market has been enthralled with the AI boom and ramping up the stock prices of the companies in the race to build data centers. As these companies have become extended, Sound Advice has continued to recommend staying away from the hyper-scalers while investing in unappreciated companies and sectors that will benefit from the proliferation of AI to enhance innovation and production while streamlining costs. Healthcare is clearly one of those sectors.

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More Issues & Updates