HareshM
2021-04-01
Interesting news
Here are the ETFs to help you invest in the Biden infrastructure plan<blockquote>以下是帮助您投资拜登基础设施计划的ETF</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":357146177,"tweetId":"357146177","gmtCreate":1617250796599,"gmtModify":1634521798061,"author":{"id":3574045572066917,"idStr":"3574045572066917","authorId":3574045572066917,"authorIdStr":"3574045572066917","name":"HareshM","avatar":"https://static.tigerbbs.com/15259cae84bc81b55924fd3a0fdc6b06","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Interesting news</p></body></html>","htmlText":"<html><head></head><body><p>Interesting news</p></body></html>","text":"Interesting news","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/357146177","repostId":1153467447,"repostType":4,"repost":{"id":"1153467447","kind":"news","pubTimestamp":1617241636,"share":"https://www.laohu8.com/m/news/1153467447?lang=zh_CN&edition=full","pubTime":"2021-04-01 09:47","market":"us","language":"en","title":"Here are the ETFs to help you invest in the Biden infrastructure plan<blockquote>以下是帮助您投资拜登基础设施计划的ETF</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153467447","media":"Market Wacth","summary":"As President Joe Biden unveils the massive infrastructure package known asThe American Jobs Plan, th","content":"<p>As President Joe Biden unveils the massive infrastructure package known asThe American Jobs Plan, there are some stocks and exchange-traded funds that will benefit.</p><p><blockquote>随着乔·拜登总统公布被称为美国就业计划的大规模基础设施计划,一些股票和交易所交易基金将受益。</blockquote></p><p>MarketWatch coveredseveral of the infrastructure-specific ETFsback in November, and they may still be a great place for investors to put money to work.</p><p><blockquote>MarketWatch早在11月份就报道了几款基础设施专用ETF,它们可能仍然是投资者投入资金的好地方。</blockquote></p><p>But there are other funds and thematic approaches that may be a bit less obvious but which should offer excellent returns from the kind of spending Biden is proposing. MarketWatch spoke with CFRA’s head of mutual fund and ETF research, Todd Rosenbluth, for some ideas.</p><p><blockquote>但还有其他基金和主题方法可能不太明显,但应该会从拜登提议的支出中提供出色的回报。MarketWatch采访了CFRA共同基金和ETF研究主管Todd Rosenbluth,了解了一些想法。</blockquote></p><p><b>Broadband</b></p><p><blockquote><b>宽带</b></blockquote></p><p>In a release outlining the plan, the Biden administration wrote, “Broadband internet is the new electricity. It is necessary for Americans to do their jobs, to participate equally in school learning, health care, and to stay connected.”</p><p><blockquote>在概述该计划的新闻稿中,拜登政府写道,“宽带互联网是新的电力。美国人有必要做好自己的工作,平等参与学校学习、医疗保健和保持联系。”</blockquote></p><p>To invest in this theme, Rosenbluth suggests the Defiance Next Gen Connectivity ETFFIVG,+0.74%,which has the succinct ticker FIVG. Itsholdingsare “soup to nuts” companies that stand to benefit from a broader roll-out of data infrastructure, including cellular antennas and routers, mobile network operators, satellite-based communications, cloud computing equipment, fiber optic cables, data center real estate investment trusts, and much more.</p><p><blockquote>为了投资这一主题,Rosenbluth建议选择Defiance Next Gen Connectivity ETFFIVG,+0.74%,其简洁的股票代码为FIVG。它持有的是“汤到坚果”的公司,这些公司将从更广泛的数据基础设施推广中受益,包括蜂窝天线和路由器、移动网络运营商、卫星通信、云计算设备、光纤电缆、数据中心房地产投资信托基金,等等。</blockquote></p><p>FIVG has about $1.1 billion in assets, charges a 30-basis point management fee, and has been around for about two years.</p><p><blockquote>FIVG拥有约11亿美元资产,收取30个基点的管理费,成立约两年。</blockquote></p><p>Another option, the Pacer Benchmark Data & Infrastructure Real Estate SCTR ETFSRVR,+0.72%,is more focused, as the name suggests, on the real estate needed for broadband technology. It’s important to note, however, that SRVR ismade up of real estate investment trusts, which have some different implications for investors than straight stocks do.</p><p><blockquote>另一个选择是Pacer基准数据和基础设施房地产SCTR ETFSRVR,+0.72%,顾名思义,更专注于宽带技术所需的房地产。然而,值得注意的是,SRVR由房地产投资信托基金组成,这对投资者的影响与普通股票不同。</blockquote></p><p><b>Water</b></p><p><blockquote><b>水</b></blockquote></p><p>“President Biden’s plan will eliminate all lead pipes and service lines in our drinking water systems, improving the health of our country’s children and communities of color,” the proposal notes.</p><p><blockquote>该提案指出:“拜登总统的计划将消除我们饮用水系统中的所有铅管和服务管线,改善我们国家儿童和有色人种社区的健康。”</blockquote></p><p>“This is an investment theme that I thought was under the radar, but I’m pleasantly surprised to see that this ETF has a billion and a half in it,” Rosenbluth said. The fund in question is the Invesco Water Resources ETFPHO,+0.61%.</p><p><blockquote>Rosenbluth表示:“我认为这是一个不为人知的投资主题,但我惊喜地看到这只ETF有15亿美元。”该基金是景顺水资源ETFPHO,+0.61%。</blockquote></p><p>Rosenbluth calls PHO “extremely diversified” withholdingsin water utilities, machinery companies, industrials and materials companies that make the equipment to improve water infrastructure, life sciences tools and much more.</p><p><blockquote>Rosenbluth评级PHO在水务公司、机械公司、工业和材料公司中“极其多元化”,这些公司生产改善水基础设施、生命科学工具等设备。</blockquote></p><p>One added bonus of an ETF like this one, he said in an interview, is that they “tend to be cross-sector in nature. You’re surrounding the investment theme and participating in the broader ecosystem connected to that theme between the equipment and services.”</p><p><blockquote>他在接受采访时表示,像这样的ETF的一个额外好处是,它们“本质上往往是跨行业的。你围绕着投资主题,并参与到与该主题相关的更广泛的生态系统中。设备和服务。”</blockquote></p><p>The caveat is that it doesn’t fit easily into existing traditional portfolio designs. “This is not an easy replacement for an industrial sector ETF or for ones that track utilities,” Rosenbluth said. “This is a multi-shaped ETF. Still, it can be a nice complemen to an existing portfolio, particularly for an investor with a long-term horizon.”</p><p><blockquote>需要注意的是,它不容易适应现有的传统投资组合设计。Rosenbluth表示:“这并不是工业部门ETF或跟踪公用事业的ETF的简单替代品。”“这是一只多种形式的ETF。尽管如此,它仍然可以成为现有投资组合的良好补充,特别是对于具有长期视野的投资者来说。”</blockquote></p><p>PHO also charges a bit more than many ETFs: 50 basis points. It’s been around since 2005, however.</p><p><blockquote>PHO的收费也比许多ETF高一点:50个基点。然而,它从2005年就已经存在了。</blockquote></p><p><b>Clean energy</b></p><p><blockquote><b>清洁能源</b></blockquote></p><p>As MarketWatch reported in mid-March,clean-energy ETFs have slumped in recent weeks, even though such spending figures prominently in the American Jobs Plan – and in spite of continued gains for the oil priceCL.1,0.63%.</p><p><blockquote>正如MarketWatch 3月中旬报道的那样,尽管此类支出在美国就业计划中占据显着地位,而且尽管油价CL.1, 0.63%持续上涨,但清洁能源ETF最近几周仍大幅下跌。</blockquote></p><p>At the time, Rosenbluth told MarketWatch, “these are really solid long-term investments.”</p><p><blockquote>当时,罗森布鲁斯告诉MarketWatch,“这些确实是可靠的长期投资。”</blockquote></p><p>In the year to date, some of the most-favored clean-energy ETFs are still down substantially after a big run-up in 2020. The largest, the ishares Global Clean Energy ETFICLN,+3.45%,is nearly 14% lower, for example, while the Invesco Solar ETFTAN,+2.80%is off 11%.</p><p><blockquote>今年迄今为止,一些最受青睐的清洁能源ETF在2020年大幅上涨后仍大幅下跌。例如,最大的ishares全球清洁能源ETFICLN(+3.45%)下跌近14%,而Invesco Solar ETFTAN(+2.80%)则下跌11%。</blockquote></p><p>The group rallied Wednesday after the Biden plan was released, suggesting there’s likely to be upside as the legislation advances. Other funds to consider might be the First Trust Nasdaq Clean Edge Green Energy Index FundQCLN,+4.16%,and the ALPS Clean Energy ETF.ACES,+4.32%</p><p><blockquote>拜登计划发布后,该组织周三上涨,表明随着立法的推进,可能会有上行空间。其他需要考虑的基金可能是第一信托纳斯达克清洁边缘绿色能源指数基金QCLN,+4.16%,和ALPS清洁能源ETF.ACES,+4.32%</blockquote></p><p><b>Transportation</b></p><p><blockquote><b>运输</b></blockquote></p><p>It’s not a sector that’s going to see an immediate jump from the infrastructure spending plan, but transportation will get an indirect boost if materials and workers are moved around the country by plane, train, and automobile — and it will be a beneficiary later of improvements to facilities like roads, bridges, airports, and so on.</p><p><blockquote>这不是一个基础设施支出计划会立即大幅增长的行业,但如果材料和工人通过飞机、火车和汽车在全国范围内运输,交通运输将获得间接提振——而且它将成为道路、桥梁、机场等设施改善的受益者。</blockquote></p><p>Rosenbluth suggests investors consider either the iShares TransportationIYT,-0.49%Average ETF, which is market-weighted, or the SPDR S&P Transportation ETFXTN,-0.83%,which is equal-weighted.</p><p><blockquote>Rosenbluth建议投资者考虑iShares TransportationIYT,-0.49%平均ETF(市场加权)或SPDR S&P Transportation ETFXTN,-0.83%(等权重)。</blockquote></p><p>“These funds would seem to be latter cycle beneficiaries as opposed to the companies that will improve the roads and infrastructure but they are a clear beneficiary and investing is about the longer term,” Rosenbluth pointed out.</p><p><blockquote>罗森布鲁斯指出:“这些基金似乎是后一周期的受益者,而不是那些将改善道路和基础设施的公司,但它们是明显的受益者,而且投资是长期的。”</blockquote></p><p></p><p>Given their very different makeup, investors should look carefully at the portfolios for these two ETFs. IYT’s top three holdings, for example, are FedEx Corp.FDX,-0.66%at 12%, Norfolk Southern Corp.NSC,-0.65%at 11%, and Kansas City SouthernKSU,+1.65%making up 11% of the portfolio.</p><p><blockquote>鉴于它们的构成非常不同,投资者应该仔细研究这两只ETF的投资组合。例如,IYT的前三大持股是联邦快递公司FDX,-0.66%,占12%;诺福克南方公司NSC,-0.65%,占11%;堪萨斯城南方KSU,+1.65%,占投资组合的11%。</blockquote></p><p>Kansas City Southern is XTN’s biggest holding, but only makes up 3.2% of the portfolio. Avis Budget Group Inc.CAR,-3.28%is second, at 2.9%, and Expeditors International of Washington Inc.EXPD,+0.42%,a logistics company, is third at 2.8%.</p><p><blockquote>堪萨斯城南方航空是XTN最大的持股,但仅占投资组合的3.2%。Avis Budget Group Inc.CAR,-3.28%排名第二,为2.9%,物流公司Expeditors International of Washington Inc.EXPD,+0.42%排名第三,为2.8%。</blockquote></p><p></p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are the ETFs to help you invest in the Biden infrastructure plan<blockquote>以下是帮助您投资拜登基础设施计划的ETF</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are the ETFs to help you invest in the Biden infrastructure plan<blockquote>以下是帮助您投资拜登基础设施计划的ETF</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-04-01 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As President Joe Biden unveils the massive infrastructure package known asThe American Jobs Plan, there are some stocks and exchange-traded funds that will benefit.</p><p><blockquote>随着乔·拜登总统公布被称为美国就业计划的大规模基础设施计划,一些股票和交易所交易基金将受益。</blockquote></p><p>MarketWatch coveredseveral of the infrastructure-specific ETFsback in November, and they may still be a great place for investors to put money to work.</p><p><blockquote>MarketWatch早在11月份就报道了几款基础设施专用ETF,它们可能仍然是投资者投入资金的好地方。</blockquote></p><p>But there are other funds and thematic approaches that may be a bit less obvious but which should offer excellent returns from the kind of spending Biden is proposing. MarketWatch spoke with CFRA’s head of mutual fund and ETF research, Todd Rosenbluth, for some ideas.</p><p><blockquote>但还有其他基金和主题方法可能不太明显,但应该会从拜登提议的支出中提供出色的回报。MarketWatch采访了CFRA共同基金和ETF研究主管Todd Rosenbluth,了解了一些想法。</blockquote></p><p><b>Broadband</b></p><p><blockquote><b>宽带</b></blockquote></p><p>In a release outlining the plan, the Biden administration wrote, “Broadband internet is the new electricity. It is necessary for Americans to do their jobs, to participate equally in school learning, health care, and to stay connected.”</p><p><blockquote>在概述该计划的新闻稿中,拜登政府写道,“宽带互联网是新的电力。美国人有必要做好自己的工作,平等参与学校学习、医疗保健和保持联系。”</blockquote></p><p>To invest in this theme, Rosenbluth suggests the Defiance Next Gen Connectivity ETFFIVG,+0.74%,which has the succinct ticker FIVG. Itsholdingsare “soup to nuts” companies that stand to benefit from a broader roll-out of data infrastructure, including cellular antennas and routers, mobile network operators, satellite-based communications, cloud computing equipment, fiber optic cables, data center real estate investment trusts, and much more.</p><p><blockquote>为了投资这一主题,Rosenbluth建议选择Defiance Next Gen Connectivity ETFFIVG,+0.74%,其简洁的股票代码为FIVG。它持有的是“汤到坚果”的公司,这些公司将从更广泛的数据基础设施推广中受益,包括蜂窝天线和路由器、移动网络运营商、卫星通信、云计算设备、光纤电缆、数据中心房地产投资信托基金,等等。</blockquote></p><p>FIVG has about $1.1 billion in assets, charges a 30-basis point management fee, and has been around for about two years.</p><p><blockquote>FIVG拥有约11亿美元资产,收取30个基点的管理费,成立约两年。</blockquote></p><p>Another option, the Pacer Benchmark Data & Infrastructure Real Estate SCTR ETFSRVR,+0.72%,is more focused, as the name suggests, on the real estate needed for broadband technology. It’s important to note, however, that SRVR ismade up of real estate investment trusts, which have some different implications for investors than straight stocks do.</p><p><blockquote>另一个选择是Pacer基准数据和基础设施房地产SCTR ETFSRVR,+0.72%,顾名思义,更专注于宽带技术所需的房地产。然而,值得注意的是,SRVR由房地产投资信托基金组成,这对投资者的影响与普通股票不同。</blockquote></p><p><b>Water</b></p><p><blockquote><b>水</b></blockquote></p><p>“President Biden’s plan will eliminate all lead pipes and service lines in our drinking water systems, improving the health of our country’s children and communities of color,” the proposal notes.</p><p><blockquote>该提案指出:“拜登总统的计划将消除我们饮用水系统中的所有铅管和服务管线,改善我们国家儿童和有色人种社区的健康。”</blockquote></p><p>“This is an investment theme that I thought was under the radar, but I’m pleasantly surprised to see that this ETF has a billion and a half in it,” Rosenbluth said. The fund in question is the Invesco Water Resources ETFPHO,+0.61%.</p><p><blockquote>Rosenbluth表示:“我认为这是一个不为人知的投资主题,但我惊喜地看到这只ETF有15亿美元。”该基金是景顺水资源ETFPHO,+0.61%。</blockquote></p><p>Rosenbluth calls PHO “extremely diversified” withholdingsin water utilities, machinery companies, industrials and materials companies that make the equipment to improve water infrastructure, life sciences tools and much more.</p><p><blockquote>Rosenbluth评级PHO在水务公司、机械公司、工业和材料公司中“极其多元化”,这些公司生产改善水基础设施、生命科学工具等设备。</blockquote></p><p>One added bonus of an ETF like this one, he said in an interview, is that they “tend to be cross-sector in nature. You’re surrounding the investment theme and participating in the broader ecosystem connected to that theme between the equipment and services.”</p><p><blockquote>他在接受采访时表示,像这样的ETF的一个额外好处是,它们“本质上往往是跨行业的。你围绕着投资主题,并参与到与该主题相关的更广泛的生态系统中。设备和服务。”</blockquote></p><p>The caveat is that it doesn’t fit easily into existing traditional portfolio designs. “This is not an easy replacement for an industrial sector ETF or for ones that track utilities,” Rosenbluth said. “This is a multi-shaped ETF. Still, it can be a nice complemen to an existing portfolio, particularly for an investor with a long-term horizon.”</p><p><blockquote>需要注意的是,它不容易适应现有的传统投资组合设计。Rosenbluth表示:“这并不是工业部门ETF或跟踪公用事业的ETF的简单替代品。”“这是一只多种形式的ETF。尽管如此,它仍然可以成为现有投资组合的良好补充,特别是对于具有长期视野的投资者来说。”</blockquote></p><p>PHO also charges a bit more than many ETFs: 50 basis points. It’s been around since 2005, however.</p><p><blockquote>PHO的收费也比许多ETF高一点:50个基点。然而,它从2005年就已经存在了。</blockquote></p><p><b>Clean energy</b></p><p><blockquote><b>清洁能源</b></blockquote></p><p>As MarketWatch reported in mid-March,clean-energy ETFs have slumped in recent weeks, even though such spending figures prominently in the American Jobs Plan – and in spite of continued gains for the oil priceCL.1,0.63%.</p><p><blockquote>正如MarketWatch 3月中旬报道的那样,尽管此类支出在美国就业计划中占据显着地位,而且尽管油价CL.1, 0.63%持续上涨,但清洁能源ETF最近几周仍大幅下跌。</blockquote></p><p>At the time, Rosenbluth told MarketWatch, “these are really solid long-term investments.”</p><p><blockquote>当时,罗森布鲁斯告诉MarketWatch,“这些确实是可靠的长期投资。”</blockquote></p><p>In the year to date, some of the most-favored clean-energy ETFs are still down substantially after a big run-up in 2020. The largest, the ishares Global Clean Energy ETFICLN,+3.45%,is nearly 14% lower, for example, while the Invesco Solar ETFTAN,+2.80%is off 11%.</p><p><blockquote>今年迄今为止,一些最受青睐的清洁能源ETF在2020年大幅上涨后仍大幅下跌。例如,最大的ishares全球清洁能源ETFICLN(+3.45%)下跌近14%,而Invesco Solar ETFTAN(+2.80%)则下跌11%。</blockquote></p><p>The group rallied Wednesday after the Biden plan was released, suggesting there’s likely to be upside as the legislation advances. Other funds to consider might be the First Trust Nasdaq Clean Edge Green Energy Index FundQCLN,+4.16%,and the ALPS Clean Energy ETF.ACES,+4.32%</p><p><blockquote>拜登计划发布后,该组织周三上涨,表明随着立法的推进,可能会有上行空间。其他需要考虑的基金可能是第一信托纳斯达克清洁边缘绿色能源指数基金QCLN,+4.16%,和ALPS清洁能源ETF.ACES,+4.32%</blockquote></p><p><b>Transportation</b></p><p><blockquote><b>运输</b></blockquote></p><p>It’s not a sector that’s going to see an immediate jump from the infrastructure spending plan, but transportation will get an indirect boost if materials and workers are moved around the country by plane, train, and automobile — and it will be a beneficiary later of improvements to facilities like roads, bridges, airports, and so on.</p><p><blockquote>这不是一个基础设施支出计划会立即大幅增长的行业,但如果材料和工人通过飞机、火车和汽车在全国范围内运输,交通运输将获得间接提振——而且它将成为道路、桥梁、机场等设施改善的受益者。</blockquote></p><p>Rosenbluth suggests investors consider either the iShares TransportationIYT,-0.49%Average ETF, which is market-weighted, or the SPDR S&P Transportation ETFXTN,-0.83%,which is equal-weighted.</p><p><blockquote>Rosenbluth建议投资者考虑iShares TransportationIYT,-0.49%平均ETF(市场加权)或SPDR S&P Transportation ETFXTN,-0.83%(等权重)。</blockquote></p><p>“These funds would seem to be latter cycle beneficiaries as opposed to the companies that will improve the roads and infrastructure but they are a clear beneficiary and investing is about the longer term,” Rosenbluth pointed out.</p><p><blockquote>罗森布鲁斯指出:“这些基金似乎是后一周期的受益者,而不是那些将改善道路和基础设施的公司,但它们是明显的受益者,而且投资是长期的。”</blockquote></p><p></p><p>Given their very different makeup, investors should look carefully at the portfolios for these two ETFs. IYT’s top three holdings, for example, are FedEx Corp.FDX,-0.66%at 12%, Norfolk Southern Corp.NSC,-0.65%at 11%, and Kansas City SouthernKSU,+1.65%making up 11% of the portfolio.</p><p><blockquote>鉴于它们的构成非常不同,投资者应该仔细研究这两只ETF的投资组合。例如,IYT的前三大持股是联邦快递公司FDX,-0.66%,占12%;诺福克南方公司NSC,-0.65%,占11%;堪萨斯城南方KSU,+1.65%,占投资组合的11%。</blockquote></p><p>Kansas City Southern is XTN’s biggest holding, but only makes up 3.2% of the portfolio. Avis Budget Group Inc.CAR,-3.28%is second, at 2.9%, and Expeditors International of Washington Inc.EXPD,+0.42%,a logistics company, is third at 2.8%.</p><p><blockquote>堪萨斯城南方航空是XTN最大的持股,但仅占投资组合的3.2%。Avis Budget Group Inc.CAR,-3.28%排名第二,为2.9%,物流公司Expeditors International of Washington Inc.EXPD,+0.42%排名第三,为2.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/here-are-the-etfs-to-help-you-invest-in-the-biden-infrastructure-plan-11617218128?mod=home-page\">Market Wacth</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACES":"ALPS Clean Energy ETF","PHO":"水资源ETF-PowerShares","FIVG":"Defiance Next Gen Connectivity ETF","QCLN":"First Trust NASDAQ Clean Edge Green Energy Index Fund","IYT":"运输指数ETF-iShares","TAN":"太阳能ETF-Guggenheim","XTN":"SPDR S&P Transportation ETF","SRVR":"PACER DATA & INFRASTRUCTURE REAL ESTATE ETF","ICLN":"iShares S&P Global Clean Energy"},"source_url":"https://www.marketwatch.com/story/here-are-the-etfs-to-help-you-invest-in-the-biden-infrastructure-plan-11617218128?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153467447","content_text":"As President Joe Biden unveils the massive infrastructure package known asThe American Jobs Plan, there are some stocks and exchange-traded funds that will benefit.MarketWatch coveredseveral of the infrastructure-specific ETFsback in November, and they may still be a great place for investors to put money to work.But there are other funds and thematic approaches that may be a bit less obvious but which should offer excellent returns from the kind of spending Biden is proposing. MarketWatch spoke with CFRA’s head of mutual fund and ETF research, Todd Rosenbluth, for some ideas.BroadbandIn a release outlining the plan, the Biden administration wrote, “Broadband internet is the new electricity. It is necessary for Americans to do their jobs, to participate equally in school learning, health care, and to stay connected.”To invest in this theme, Rosenbluth suggests the Defiance Next Gen Connectivity ETFFIVG,+0.74%,which has the succinct ticker FIVG. Itsholdingsare “soup to nuts” companies that stand to benefit from a broader roll-out of data infrastructure, including cellular antennas and routers, mobile network operators, satellite-based communications, cloud computing equipment, fiber optic cables, data center real estate investment trusts, and much more.FIVG has about $1.1 billion in assets, charges a 30-basis point management fee, and has been around for about two years.Another option, the Pacer Benchmark Data & Infrastructure Real Estate SCTR ETFSRVR,+0.72%,is more focused, as the name suggests, on the real estate needed for broadband technology. It’s important to note, however, that SRVR ismade up of real estate investment trusts, which have some different implications for investors than straight stocks do.Water“President Biden’s plan will eliminate all lead pipes and service lines in our drinking water systems, improving the health of our country’s children and communities of color,” the proposal notes.“This is an investment theme that I thought was under the radar, but I’m pleasantly surprised to see that this ETF has a billion and a half in it,” Rosenbluth said. The fund in question is the Invesco Water Resources ETFPHO,+0.61%.Rosenbluth calls PHO “extremely diversified” withholdingsin water utilities, machinery companies, industrials and materials companies that make the equipment to improve water infrastructure, life sciences tools and much more.One added bonus of an ETF like this one, he said in an interview, is that they “tend to be cross-sector in nature. You’re surrounding the investment theme and participating in the broader ecosystem connected to that theme between the equipment and services.”The caveat is that it doesn’t fit easily into existing traditional portfolio designs. “This is not an easy replacement for an industrial sector ETF or for ones that track utilities,” Rosenbluth said. “This is a multi-shaped ETF. Still, it can be a nice complemen to an existing portfolio, particularly for an investor with a long-term horizon.”PHO also charges a bit more than many ETFs: 50 basis points. It’s been around since 2005, however.Clean energyAs MarketWatch reported in mid-March,clean-energy ETFs have slumped in recent weeks, even though such spending figures prominently in the American Jobs Plan – and in spite of continued gains for the oil priceCL.1,0.63%.At the time, Rosenbluth told MarketWatch, “these are really solid long-term investments.”In the year to date, some of the most-favored clean-energy ETFs are still down substantially after a big run-up in 2020. The largest, the ishares Global Clean Energy ETFICLN,+3.45%,is nearly 14% lower, for example, while the Invesco Solar ETFTAN,+2.80%is off 11%.The group rallied Wednesday after the Biden plan was released, suggesting there’s likely to be upside as the legislation advances. Other funds to consider might be the First Trust Nasdaq Clean Edge Green Energy Index FundQCLN,+4.16%,and the ALPS Clean Energy ETF.ACES,+4.32%TransportationIt’s not a sector that’s going to see an immediate jump from the infrastructure spending plan, but transportation will get an indirect boost if materials and workers are moved around the country by plane, train, and automobile — and it will be a beneficiary later of improvements to facilities like roads, bridges, airports, and so on.Rosenbluth suggests investors consider either the iShares TransportationIYT,-0.49%Average ETF, which is market-weighted, or the SPDR S&P Transportation ETFXTN,-0.83%,which is equal-weighted.“These funds would seem to be latter cycle beneficiaries as opposed to the companies that will improve the roads and infrastructure but they are a clear beneficiary and investing is about the longer term,” Rosenbluth pointed out.Given their very different makeup, investors should look carefully at the portfolios for these two ETFs. IYT’s top three holdings, for example, are FedEx Corp.FDX,-0.66%at 12%, Norfolk Southern Corp.NSC,-0.65%at 11%, and Kansas City SouthernKSU,+1.65%making up 11% of the portfolio.Kansas City Southern is XTN’s biggest holding, but only makes up 3.2% of the portfolio. Avis Budget Group Inc.CAR,-3.28%is second, at 2.9%, and Expeditors International of Washington Inc.EXPD,+0.42%,a logistics company, is third at 2.8%.","news_type":1,"symbols_score_info":{"ACES":0.9,"XTN":0.9,"TAN":0.9,"QCLN":0.9,"IYT":0.9,"PHO":0.9,"FIVG":0.9,"ICLN":0.9,"SRVR":0.9}},"isVote":1,"tweetType":1,"viewCount":413,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/357146177"}
精彩评论