The readers of Livewire Markets had great insight in tipping FANG as the top ETF for 2024, delivering an impressive 47.1% return. What contributed to FANG’s strong performance? Key innovations from its holdings: Alphabet (GOOGL): The launch of Gemini 2.0, a multi-modal AI model, is transforming enterprise and consumer AI applications. Coupled with advancements in quantum computing and tools like Project Mariner, Alphabet continues to drive optimism. Broadcom (AVGO): A new partnership with Apple on an AI server chip has positioned Broadcom as a leader in AI hardware innovation. NVIDIA (NVDA): As a cornerstone of generative AI adoption worldwide, NVIDIA remains integral to the development of AI infrastructure. Congratulations also to GOLD, which secured third place with another strong performance. Read Sara Allen's article for the full details: https://lnkd.in/gJN453ra Global X ETFs AU #ETFs #Investing #GlobalX #FANG #AI #Technology #Innovation #LivewireMarkets Disclaimer: Global X Management (AUS) Limited AFSL: 466778, ACN 150 433 828. Investing involves risk, and returns are not guaranteed. Before investing, consider seeking independent advice and read the relevant PDS and TMD available at www.globalxetfs.com.au.
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A good article on Thematic ETFs. To launch a brand new fund, I recall it took at least 3-6 months when I was involved. By the time of the launch, the theme is already seasoned (see below, better described than me). If you are investing for entertainment purpose, thematic funds are fun (SOXX, PAVE and CIBR have done well. ARKK, TAN, MSOS not so), for wealth management purpose, I think the broad market, inexpensive, large fund would be a better choice. From the article: "The basic lesson: Picking among funds within a theme is hard, and depends on luck as well as close reading of the fund’s documents." The author has three advanced lessons for investors. - "1. Defining the theme is hard. Nvidia features in the anti-woke YALL ETF, which pitches itself as for “God-fearing, flag-waving conservatives.” The chip maker is also held by vegan, gender-diverse and climate-action ETFs. Its shares are clearly driven by the prospects for AI, but it is still big in computer-game and bitcoin ETFs, where its chips were originally used." - "2. Timing the theme is even harder. Get in too early, and there aren’t any companies to buy. Get in when the funds are being launched, and the chances are the theme is already widely known and overpriced, as there are typically large numbers of launches during bubbles and late-stage bull markets." - "3. Long-term investing is pitched by fund managers as the goal for thematic investing, to hang on until the theme bears fruit. But even investors who really want to commit to a theme for the long run often find it hard, as so many funds are wound up, merged or change strategy when they go out of fashion." "So what to do? At a very minimum, don’t buy based on the name of a fund. Look at the holdings, look at the index it follows and how it is structured, and consider whether it does what it says. Then think about just how expensive the idea has already become... But mostly, look at the fees: They will be many times higher than a broad market index fund, and the dismal history of poor timing suggests that for most people they aren’t worth paying." https://lnkd.in/gBFN59QZ
How to Lose Money on the World’s Most Popular Investment Theme
wsj.com
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If an investor wants diversification, it’s best to invest in an index fund. Investing in a balanced portfolio of stocks to lessen risk has never made much sense. Investing in these kinds of ETFs means one is chasing returns. Never a good idea.
How to Lose Money on the World’s Most Popular Investment Theme
wsj.com
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It’s been a rollercoaster 18 months for global fund managers as they navigate the rally in the megacap tech stocks. And while some of Wall Street’s most prominent firms argue that a bubble is forming across equity markets, others believe this AI rally has a lot further to run. From the early backers of Nvidia to those that have recently jumped on the bandwagon, here’s how some of the world’s biggest fund managers are playing the AI boom.
How the world’s top fundies are navigating the AI boom
afr.com
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There are apparent reasons why large-cap ETFs are better than small or medium ones. The first is that any #ETF has a certain management fee. As a rule, the larger the ETF, the lower the management fee percentage. The second reason is that the market has become very efficient. Now, the trend is not to find something more outstanding but to replicate the best practices. From this point of view, it is evident that larger companies have much better practices because they now rely on a large amount of data, technologies, skills, #AI, and so on. If you are interested in large-cap ETFs and how to choose them, check the details in the article through the link below ⬇️
7 Best Large-Cap ETFs to Buy in 2024
money.usnews.com
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#Norway's $1.6 trillion sovereign wealth fund, the largest in the world, reported a record profit of 2.22 trillion crowns ($213 billion) in 2023 last week. The breakthrough was driven by strong returns on its technology stocks investments and the emerging strengths of #AI. The 2023 results were even more impressive when compared with a record loss in 2022 of 1.64 trillion crowns, again in parallel with tech stocks, only this time as they fell. #GlobalBusiness #GTM https://lnkd.in/gEcTSERm
Norway wealth fund posts record $213 bln profit, driven by tech stocks
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Exciting NEWZ Alert! We're thrilled to announce the launch of StockSnips' inaugural ETF – StockSnips AI-powered Sentiment US All Cap ETF (NEWZ), trading live on NASDAQ. NEWZ is a result of years of dedicated research and development, where we've invested heavily in AI technology and rigorously validated our models to ensure investors gain access to AI-powered investment solutions that have the advantage of recognizing patters that are non-stationary, an issue with current traditional quantitative models. Our mission with NEWZ is clear: to revolutionize how investors navigate the complexities of today's information-rich landscape. By leveraging the power of AI in portfolio construction, we're equipping investors with the tools they need to cut through the noise and say goodbye to information overload. Ready to explore the future of investing? Learn more about NEWZ and join us on this exciting journey: https://lnkd.in/ecQK5EhP #StockSnips #NEWZ #ETF #AI #Investing #NASDAQ #Finance #Innovation #ActiveETF
StockSnips Unveils their first AI-powered ETF: NEWZ, now trading on Nasdaq
prnewswire.com
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#Norway's $1.6 trillion sovereign wealth fund, the largest in the world, reported a record profit of 2.22 trillion crowns ($213 billion) in 2023 last week. The breakthrough was driven by strong returns on its technology stocks investments and the emerging strengths of #AI. The 2023 results were even more impressive when compared with a record loss in 2022 of 1.64 trillion crowns, again in parallel with tech stocks, only this time as they fell. #GlobalBusiness #GTM https://lnkd.in/gJzDeyQr
Norway wealth fund posts record $213 bln profit, driven by tech stocks
reuters.com
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Do These 3 Stocks Signal Cathie Wood’s Boldest Move Yet in Artificial Intelligence (AI)? - https://lnkd.in/dqfMFn6f #cryptocurrency #bitcoin #news #affiliateprogram #affiliatemarketing #DigitalMarketing #Technology #money #blockchain #investing Cathie Wood is known for taking major positions in speculative opportunities, and three stocks in her portfolio may indicate a new pocket of AI that rarely is spoken about. Cathie Wood mastered an ability to make headline news. Perhaps the biggest reason for this is due to her high-conviction stances in otherwise risky and speculative opportunities. Wood is the CEO of Ark Invest, an investment management firm offering a series of exchange-traded funds (ETFs) that are mostly comprised of businesses in emerging markets such as biotech and artificial intelligence (AI). Although Wood does own some blue-chip stocks, the majority of her largest positions are held in smaller companies that she and her team believe have the potential to disrupt legacy incumbents. Let's discuss three stocks that Wood holds in her portfolio and detail why these companies could signal a big bet on an under-the-radar opportunity in the AI realm. Stocks that stick out in Cathie Wood's portfolio Wood has positions in Kratos Defense & Security Solutions (KTOS 0.87%), Lockheed Martin (LMT 0.67%), and L3Harris Technologies (LHX 1.57%). Just to be upfront, none of these stocks is a top-10 position among Ark's ETFs. Yet despite their relatively small weightings, it's notable that Wood owns a number of defense contractor stocks. Each is held in either the ARK Space Exploration & Innovation ETF, the ARK Autonomous Technology & Robotics ETF, or The 3D Printing ETF. Considering Kratos, Lockheed, and L3Harris are all leaders across a variety of areas in government contracting, it makes sense that Wood would own these stocks for specific thematic ETFs that have exposure to the defense industry in particular. With that said, there's another theory as to why Wood may be investing in these stocks. Why would Wood invest in government contractors? Ark's ETFs hold a number of obvious AI stocks in the "Magnificent Seven" as well as peripheral opportunities in areas such as cybersecurity and data analytics. But the defense sector as a massive opportunity in the AI realm -- albeit one that's mostly overlooked right now. According to Mordor Intelligence, the total addressable market for AI analytics in the defense arena will reach $16.4 billion by 2029. Furthermore, Mordor estimates that AI robotics in the aerospace industry will become a $46 billion market by the end of the decade. Perhaps Wood's most obvious position at the intersection of defense and AI is Palantir (PLTR 23.47%). It's pretty well-known that Palantir works closely with the U.S. military and other Western government agencies. H
Do These 3 Stocks Signal Cathie Wood’s Boldest Move Yet in Artificial Intelligence (AI)?
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A Milestone for StockSnips – Launch of NEWZ, our first AI Powered ETF! This launch marks a pivotal moment in our journey at StockSnips. With NEWZ, we are not just offering an investment product; we are inviting investors to experience the future of finance, and we envision the future of investing to be increasingly characterized by systematically managed portfolios, ones that harness unique data sets and state-of-the-art technologies such as AI and Machine Learning. This approach holds the promise to deliver remarkable value to investors, akin to the revolution brought about by passive indexed funds over the past two decades. Why buy NEWZ? 🔘 Captures News Media Sentiment, a proxy for Investor Sentiment: A proven lead indicator to price movement left out of most portfolios. 🔘 Diversified US Equity Holdings: Seeking uncorrelated returns. 🔘 Systematic Rebalancing: Using AI to seek dynamic adaptation to changing market conditions.
NEWZ | StockSnips AI-powered Sentiment US All Cap ETF (Intro Video)
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One of the benefits of being on Wall Street for 20+ years and having managed several billion in assets is having access to a great network of experienced investors. Many of them end up unearthing ideas that very few in the general public would ever learn about... Earlier this week, we shared a FREE IDEA from our INVESTING publication HX LEGACY with our free subscribers in HX DAILY. This is a perfect idea for this #stockmarket environment. It is one of the rarest and most valuable assets on Earth and a lot of institutions can't buy the stock yet. ...but you can and eventually they will! Check it out here... https://lnkd.in/em5VHRFx
HX Research - FREE IDEA
daily.hxresearch.net
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