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When to buy an ETF for maximum return

When to buy an ETF for maximum return

何時購買ETF以獲得最大回報
Moomoo News ·  2020/11/10 22:06  · Most Read

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從免費入門課程到高級交易策略,我們的目標是幫助您增長知識和更聰明地交易。讓我們讓投資變得更容易,而不是孤軍奮戰。

--Moomoo新聞團隊

By Debby

黛比(Debby)著

What's new?

有什麼新鮮事嗎?

On Tuesday(11/10/2020), boosted by the positive news of coronavirus vaccine from Pfizer and BioNTech$Dow Jones Industrial Average(.DJI.US)$ continued to climb with the help of cyclical stocks such as manufacturing and energy companies that will be the beneficiaries of economic recovery.

週二(11/10/2020),受輝瑞和BioNTech的冠狀病毒疫苗利好消息提振,道瓊斯工業股票平均價格指數(.DJI.US)美元在製造業和能源公司等將成為經濟復甦受益者的週期性股票的幫助下繼續攀升。

According to the Wall Street Journal, betting against the traditional energy industry while buying renewable, clean energy stocks is becoming a popular way to make money on Wall Street. 

據《華爾街日報》報道,做空傳統能源行業,同時買入可再生、清潔能源股票,正成為華爾街一種流行的賺錢方式。

Some veteran investors believe that the trend will accelerate and consolidate after Joe Biden takes office because transiting from fossil fuels toward clean energy resources is a main campaign policy of Biden. 

一些資深投資者認為,喬·拜登上任後,這一趨勢將加速並鞏固,因為從化石燃料向清潔能源過渡是拜登的主要競選政策。

The result has been a significant outperformance of strategies that invest in assets that lead to lower carbon emissions. 

其結果是,投資於導致碳排放較低的資產的戰略表現顯著優異。

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The $iShares Global Clean Energy ETF(ICLN.US)$ has gained 80% for this year, compared with a roughly 40% decline in the $Spdr Select Sector Fund - Energy Select Sector(XLE.US)$ over the same period. 

$iShares Global Clean Energy ETF(ICLN.US)$今年上漲了80%,而同期$SPDR Select Sector Fund-Energy Select Sector(XLE.US)$下跌了約40%。

When to buy an ETF for maximum return

何時購買ETF以獲得最大回報

  • When the pullback provides more room to rise

  • 當回調提供更多上升空間時

$Ishares Trust U.S. Aerospace & Defense Etf(ITA.US)$, a $2.5 billion fund that is down 18% for the year to date, soared near 20% over the past days.

$iShares Trust美國航空航天與國防ETF(ITA.US)$是一隻25億美元的基金,今年迄今已下跌18%,過去幾天飆升了近20%。

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Several days ago, Jeff Spiegel, U.S. head of iShares Megatrend & International ETFs, which operated ITA, said that previous price drops could provide an entry opportunity for investors.

幾天前,運營ITA的iShares Megatrend&International ETF美國主管傑夫·斯皮格爾(Jeff Spiegel)表示,之前的價格下跌可能會為投資者提供進入機會。

  • When there is support for the long term prospect

  • 當長期前景得到支持時

According to Wall Street Journal, Jeff Spiegel said that military spending continued to rise in several countries including the U.S., Germany and France in recent years.

據“華爾街日報”(Wall Street Journal)報道,傑夫·斯皮格爾(Jeff Spiegel)表示,近年來,包括美國、德國和法國在內的幾個國家的軍費開支持續上升。

Considering the tense global geopolitical dynamics, increased military/defense spending would be a normalized trend among leading countries, which means stable financial supports of military/defense-related stocks as well as ETFs.

考慮到緊張的全球地緣政治動態,增加軍事/國防開支將是主要國家的常態趨勢,這意味着軍事/國防相關股票以及ETF的穩定金融支持。

As to the above clean energy ETFs, Biden's policy acts as a stimulus and will be long term support if implemented. 

對於上述清潔能源ETF,拜登的政策起到了刺激作用,如果實施將是長期的支持。

  • When there is a huge catalyst for market shifting

  • 當有一個巨大的市場變化催化劑的時候

As mentioned above, because of the optimistic progress of the vaccine, markets expect the economy will get back on track. Therefore, these manufacturing, transportation and other cyclical sectors come to a turning point. 

如上所述,由於疫苗的樂觀進展,市場預計經濟將重回正軌。因此,這些製造業、運輸業和其他週期性行業走到了一個轉折點。

To some extent, at least in the short term, this is a catalyst for a shift in sentiment. At this time, those stocks and ETFs with solid historical operating results who also experienced a sharp pullback are worthy of our attention.

在某種程度上,至少在短期內,這是情緒轉變的催化劑。此時,那些歷史經營業績穩健、也出現大幅回調的個股和ETF值得我們關注。

Any investment needs analysis and patience. When we expect a maximum return, it especially emphasizes the timing of placing your bets.

任何投資都需要分析和耐心。當我們期望獲得最大回報時,它特別強調了下注的時機。

Source: WSJ

來源:《華爾街日報》

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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