analysis by ETFPlus صندوق‌های سهامی/طلا about Stock فملی on 7/21/2025

🎙 Podcast of the fund manager ✅ Subject: Introduction to Kian Growth Fund 🎙 Massoud Jafari Kian Growth Fund Manager 🟠 00:13 Key portfolio strategy in Qian Growth Fund: Focusing on symbols with expectations of annual profit growth at least 2 % 🟠 03:43 The need for a more active basket in the result of the rise of systematic risks 🟠 05:03 The potential to earn a sustainable alpha by relying on dollar profit symbols 🟠 05:52 Kian's positive performance of the market compared to the indicators of the market since the beginning of the year 🟠 06:24 The outlook for the banking industry 🟠 07:35 Significant changes to Fund make -up in recent weeks 🟠 07:59 Allocate 5 % of the fund's portfolio to the retail industry 🟠 08:50 Exposure 2 times in the cement industry compared to the total index of the stock exchange 🟠 09:37 Exposure ۲۰ In the pharmaceutical industry compared to the Stock Exchange Index 🟠 10:04 Big Symbols in Watchlist Watch 🟠 10:28 Family icon analysis 🟠 11:08 Refining Industry Analysis 🟠 11:52 Reason for complete exit from the steel icon 🟠 12:39 The urea and methanol industry analysis 🟠 13:41 Energy Risk: The biggest investment threat in Iran in the coming year 🟠 14:20 5 % of the fund's portfolio, far from energy risk - 1/4/7 ➗➗➗➗ ✅ @etfplus