It’s actually not a bad idea to have one or more high-conviction cybersecurity stocks in one’s portfolio.

Source: https://investorplace.com/market360/2023/07/net-stock-is-a-decent-cybersecurity-buy-and-hold/

“Many 'high-conviction' U.S. recession calls are immediately coupled with the assertion that it'll be 'short and shallow.'

Source: https://www.benzinga.com/analyst-ratings/analyst-color/23/01/30183415/proceed-with-caution-what-nouriel-roubini-larry-summers-and-mohamed-el-erian-say-ab

That said, while designed for high-conviction investors who can monitor their positions daily, single-stock ETFs can be a useful short-term tactical vehicle.

Source: https://www.etftrends.com/leveraged-inverse-channel/earnings-season-using-single-stock-etfs/

We invest in a concentrated selection of high-conviction global equities.

Source: https://seekingalpha.com/article/4637952-concentrix-q3-ticking-the-right-boxes?source=feed_all_articles