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    Analysts suggest "investing in portfolio" positioning in AI infrastructure and cloud services to capture this macro trend. The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Schwab U.S. Dividend Equity ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. In my personal portfolio, I use a hybrid approach that includes individual dividend stocks and ETFs. This allows me to fine tune my exposure to certain companies and sectors. The strategy has served me well through good markets and bad, and I expect that it will continue to deliver solid returns. Recent CPI data shows inflation cooling to 3.1%, sparking renewed interest in consumer cyclical stocks. Analysts say "investing in portfolio" strategies with exposure to retail and travel could capture short-term demand surges.

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