Tag: ETF sectors and rotation

Both 2019 and 2020 were quite positive years, leading to companies increasing capital expenditures, which leads to increasing the supplies of semiconductors, which eventually leads to supply outpacing demand and

Healthcare significantly outperformed the broader market last year, after two years of underperforming the S&P 500.When the end to restrictive policy is in sight, then the sector is likely to witness a group rotation to more growth-oriented stocks. Groups like medical devices and biotechs should perform better as the year matures, while defensive groups like pharma should perform well during the earlier part of the year.

VanEck Natural Resources ETF tracks an index of hard asset firms. HAP has a global portfolio with holdings across six continents. The fund invests in companies that generate at least half their revenue from hard assets including agriculture, alternatives, base/industrial metals, energy, forest products and precious metals. HAP has had an impressive run of late up 12% over the past three months

Investing in both the Alerian MLP ETF (AMLP) and the ALPS Clean Energy ETF (ACES), which offer complementary exposure to the energy transition, is a solution for advisors looking to diversify portfolios and

Discover (WBD, 3.6% index weight) are investing money in unique content and newer streaming areas like sports to stay competitive but are still trying to find a balance between higher spend and profitability. Netflix

The $772.8 million QQQJ allocates 33.80% of its weight to tech stocks, positioning for the ongoing disruptive tech evolution, but some of the ETF’s other sector weights are also relevant because they’re likely to be