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blackhawks

03/24/21 11:18 AM

#3 RE: Street Smart #2

I'm here.

I recently set up a watch list of ETF's, based largely on the info below, that I plan to invest in as this recovery takes shape.

I believe whichever way the filibuster brakes will be an inflection point for many of these, infrastructure in particular.

Global X U.S. Infrastructure Development ETF (PAVE)

However, one ETF seeks to pay a consistent annual distribution rate of 7% the fund's net asset value come rain or shine. The StrategyShares Nasdaq 7Handl Index ETF (HNDL) HNDL +0.9% is the only fund that commits to a 7% yield.

Overall the HNDL fund performed better with less volatility, showed a higher risk-adjusted return, and offers investors a predictable monthly cash flow. The expense ratio is 1.2%
https://etfdb.com/themes/genome-editing-etfs/
https://etfdb.com/equity-etf-channel/levered-to-market-etfs-about-to-take-off/

Thoughts on my long term Tech ETF portfolio (Cloud, IoT, 5G and Cyber Security)

ETF: SNSR. GLB X FUNDS/INTERNET OF THINGS
IYZ ETF iShares Dow Jones US Telecom (ETF)
HACK ETF Prime Cyber Security ETF
Also AI:
https://www.nanalyze.com/2018/03/etfs-artificial-intelligence-robotics/

submitted 1 year ago by rando-ish

I wanted to hear what some of you had to say about this tech portfolio I've been crafting. I do some research for my company around tech trends and so I used some of that to come up with this portfolio of tech ETFs. for background, I am in my mid-20s and am putting together an aggressive portfolio.

Right now I'm looking at big tech trends that will be coming to fruition around 2020. One tech sector I've been looking at is around the cloud. I've found research online that says public cloud spending is estimated to grow from $114B (2016) to $232B in 2020

(www.nextgov.com/cloud-computing/2016/09/public-cloud-market-exceed-236b-2020/131340/).

About 3 months or so ago I bought shares of the SKYY ETF which I am up ~14% right now. This ETF has holdings in pure play cloud computing companies and non pure play companies (ex: Netflix, which uses the cloud for it's services to its customers). I feel like have pure and non pure players give this ETF a nice balance in case pure play cloud companies ever take a hit.

Other sectors include IoT (Internet of Things) and 5G. The world right now is pushing for an all connected universe. We are shooting to have driverless cars, connected devices, etc. in the next coming decade(s).

Sure, it may take a us a little while to figure it all out, but it seems to be a goal with all tech companies to keep pushing towards it, so why not invest in this early on for long term gains.

For IoT, I found this ETF: SNSR. This ETF focuses on companies that work around the development and manufacturing of semiconductors and sensors, integrated products and solutions, and applications serving smart grids, smart homes, connected cars, and the industrial internet.

As for 5G, telecommunication companies will definitely benefit from this. I was looking at companies that are providing the tech behind this movement and a few that I keep seeing pop up are Nokia, Ericsson, and Qualcom (I know, QCOM is going through some court stuff right now, but again this is long term

http://www.investopedia.com/articles/investing-strategy/062916/5g-network-3-companies-invest-2020-qcom-nok.asp).

Of course, we cannot forget the bigger telecom networks that will be providing 5G to consumers as well. With that all in mind, I made a small investment in Nokia and then am planning on buying into the IYZ ETF. Verizon is really pushing to have some trials of 5G running this year. They have partnerships with some companies right now (can learn more about that here: http://www.5gtf.org/).

Finally, with all of the above stated, we have to know that we'll need strong cyber security when it comes to having thousands 9millions??) of more devices connected than they are today. To support that, I am planing on buying into HACK (ETF, not BS Glob Cyb).

I've added all of these ETFs in Ameritrade's X-Ray ETF analyzer (Awesome tool! https://www.tdameritrade.com/education/tools-and-calculators/morningstar-instant-xray.page) to see how much overlap there is between their holdings. While there are some, I felt like it was pretty diversified within the tech industry.

Let me know what you think of this strategy knowing we are pushing for a more technologically connected world in the next decade. Would love to hear some feedback/other ETF suggestions that might fit into this strategy.