← Watchtower
October 26, 2026

Top 10 investment themes of 2026 so far, by ETF return:

šŸ‡¹šŸ‡¼ Taiwan +65% $EWT
šŸ›¢ļø Energy +58% $XLE

šŸ‡°šŸ‡· South Korea +56% $EWY

šŸ” Cybersecurity +49% $CIBR

šŸ¤– AI & Software +48% $IGPT

šŸ’¾ Semiconductors +46% $SMH

šŸ‡§šŸ‡· Brazil +35% $EWZ

šŸ“¦ Commodities +35% $BCI

šŸ’µ Dividend Stocks +32% $SCHD

ā˜ļø Cloud +29% $SKYY