Investing in ETFs made simple 101
Hello,
Investing in Exchange-Traded Funds (ETFs) can be challenging, especially for beginners who may struggle with selecting the right funds, understanding market trends, and managing risks. With thousands of ETFs available, covering various asset classes, sectors, and investment strategies, it can be overwhelming to determine which ones align with your financial goals. Factors such as expense ratios, liquidity, underlying assets, and market conditions all play a crucial role in making an informed decision.
To simplify this process, we have carefully analyzed and selected a number of ETFs that we believe offer strong potential for growth, diversification, and long-term value. Below, we highlight these ETFs and explain why they could be good investment choices.
ISHARES CORE S&P 500 UCITS ETF U.S. DOLLAR - ISHARES VII PLC
FUND OVERVIEW
The Fund seeks to track the performance of an index composed of 500 large cap U.S. companies.
• Asset Class: Equity (Focused on large caps)
• Accumulation ETF
• Unit price: $643.82
• Benchmark: S&P 500
• Expense ratio: 0.07
Top 10 holdings
• Apple: 7.59%
• Nvidia Corp: 6.61%
• Microsoft Corp: 6.29%
• Amazon Inc.: 4.12%
• Meta platforms: 2.56%
• Tesla: 2.26%
• Alphabet: 2.22%
• Broadcom Inc.: 2.17%
• Alphabet Inc: 1.82%
• Berkshire Hathaway Inc.: 1.67%
Why we think this is a good ETF to have
The iShares Core S&P 500 UCITS ETF (Acc) offers investors a cost-effective way to gain exposure to the 500 largest U.S. companies across various sectors. As a passively managed fund, it seeks to replicate the performance of the S&P 500 Index, making it an excellent choice for those looking for broad market diversification. Having an accumulating structure, dividends are reinvested, maximizing long-term returns through compounding. The fund is managed by Blackrock and is domiciled in Ireland.
SPDR MSCI WORLD COMMUNICATION SERVICES UCITS UCITS ETF USD Acc
Fund Objective
The investment objective of the Fund is to track the performance of companies in the Communication Services sector, across developed markets globally. The MSCI World Communication Services 35/20 Capped Index measures the performance of global equities that are classified as falling within the Communication Services sector, as per the Global Industry Classification Standard (GICS).
• Investment Manager: State Street Global Advisors Europe Limited
• Asset Class: Equity (Focused on companies in the Communication Services sector)
• Accumulation ETF
• Unit price: $67.15
• Benchmark: MSCI World Communication Services 35/20 Capped Index
• Expense ratio:
Top 10 holdings
• Meta Platforms Inc-Class A 18.58
• Alphabet Inc-Cl A 18.30
• Alphabet Inc-Cl C 15.80
• Netflix Inc 7.81
• Walt Disney Co/The 4.11
• Verizon Communications Inc 3.43
• At&T Inc 3.33
• Comcast Corp-Class A 2.96
• T-Mobile Us Inc 2.36
• Deutsche Telekom Ag-Reg 2.13
Fund performance
Why we think this is a good ETF to have
The technology, media, and communications sector is likely to benefit significantly under a Trump presidency. While the tech industry has faced antitrust scrutiny in recent years, Trump has largely ignored or downplayed these cases. His reluctance to support antitrust actions against media giants has indirectly favored them and is expected to continue doing so. During Trump’s inauguration, top tech CEOs were given VIP seats ahead of even some cabinet members, signaling his close ties to the industry. Additionally, Trump owns his own social media platform, "Truth Social," while his close ally, Elon Musk, owns "X." Any restrictive regulations imposed on the sector would directly impact these platforms, making it less likely that heavy-handed policies will be introduced.
A day after his inauguration, Trump announced a major initiative to expand artificial intelligence infrastructure in the U.S., calling it the largest buildout of its kind in history. These factors collectively suggest strong growth prospects for the tech sector under his leadership. Given this favorable outlook, we see an opportunity to invest in an ETF with significant exposure to this sector.
ISHARES GLOBAL HEALTHCARE ETF
Investment objective
The iShares Global Healthcare ETF seeks to track the investment results of an index composed of global equities in the healthcare sector.
• Asset Class: Equity (Focused on the healthcare sector)
• Unit price: $92.57
• Benchmark: S&P Global 1200 Healthcare Sector Index
• Expense ratio: 0.41%
Top holdings
• Eli Lilly- 8.72%
• United Health group Inc- 6.68%
• Johnson & Johnson- 4.74%
• AbbVie Inc- 4.51%
• Novo Nordisk- 3.88%
• Merck & co Inc- 3.61%
• AstraZeneca PLC- 2.92%
• Thermo Fisher scientific Inc- 2.86%
• Roche holding par AG- 2.84%
• Abbott laboratories- 2.82%
Why we think this is a good ETF to have
Investing in a healthcare ETF right now could be especially promising given the anticipated direction of U.S. healthcare policy under President Donald Trump. The administration is expected to stick to its strong deregulation agenda while keeping healthcare access and cost management at the forefront. Looking ahead, the Trump administration intends to uphold campaign promises for the health sector with four key themes: Promote access to healthcare via market competition and transparency, enhance flexibility and choice in healthcare to states and individuals, focus on deregulation by reversing or modifying Biden-era policies and Enhance national security with “America first” principles.
While there is a possibility that efforts to lower drug prices and boost competition might counterbalance some deregulation benefits, the overall push for a more dynamic, less regulated market suggests significant upside potential. For investors, this means your healthcare ETF could stand to gain from a regulatory environment that encourages innovation, speeds up market entry for new products, and drives overall industry growth. We see an opportunity to tap into a changing regulatory landscape with high potential for growth and innovation through investing in the Ishares Global Healthcare ETF.
VANGUARD FINANCIALS ETF
Investment Objective
The fund seeks to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, investing in multi-cap equity within the financials sector. It is passively managed, employing a full-replication strategy when possible, but resorts to a sampling approach if regulatory constraints arise to maintain the index’s key characteristics. The fund remains fully invested, with low expenses helping to minimize net tracking error.
Ten largest holdings
PERFORMANCE
Why we think this is a good ETF to have
Optimism is building for more deal making in a Trump presidency, with activity showing signs of life. After a relatively low year in global mergers & acquisitions in 2023, 2024 witnessed a moderate uptick as the pandemic receded further into the rear-view mirror, the U.S. economy stabilized, inflation declined, financing markets brightened, albeit modestly, and equity markets climbed ever higher. While the business grew in 2024, heightened regulatory enforcement, among other factors, led to fewer very large transactions. The return of President-elect Donald Trump to the White House, with the Republican party having majorities in both houses of the U.S. Congress, is expected to bring a more business-friendly, deregulatory approach to policymaking, and further solidifies widespread expectations among market participants that M&A activity will increase in 2025. The Vanguard Financials ETF gives you exposure to the financial sector at a low cost. Given the above, we see opportunity in owning the ETF.
All the above information has been compiled from
Good luck
Investing in Exchange-Traded Funds (ETFs) can be challenging, especially for beginners who may struggle with selecting the right funds, understanding market trends, and managing risks. With thousands of ETFs available, covering various asset classes, sectors, and investment strategies, it can be overwhelming to determine which ones align with your financial goals. Factors such as expense ratios, liquidity, underlying assets, and market conditions all play a crucial role in making an informed decision.
To simplify this process, we have carefully analyzed and selected a number of ETFs that we believe offer strong potential for growth, diversification, and long-term value. Below, we highlight these ETFs and explain why they could be good investment choices.
ISHARES CORE S&P 500 UCITS ETF U.S. DOLLAR - ISHARES VII PLC
FUND OVERVIEW
The Fund seeks to track the performance of an index composed of 500 large cap U.S. companies.
• Asset Class: Equity (Focused on large caps)
• Accumulation ETF
• Unit price: $643.82
• Benchmark: S&P 500
• Expense ratio: 0.07
Top 10 holdings
• Apple: 7.59%
• Nvidia Corp: 6.61%
• Microsoft Corp: 6.29%
• Amazon Inc.: 4.12%
• Meta platforms: 2.56%
• Tesla: 2.26%
• Alphabet: 2.22%
• Broadcom Inc.: 2.17%
• Alphabet Inc: 1.82%
• Berkshire Hathaway Inc.: 1.67%
Why we think this is a good ETF to have
The iShares Core S&P 500 UCITS ETF (Acc) offers investors a cost-effective way to gain exposure to the 500 largest U.S. companies across various sectors. As a passively managed fund, it seeks to replicate the performance of the S&P 500 Index, making it an excellent choice for those looking for broad market diversification. Having an accumulating structure, dividends are reinvested, maximizing long-term returns through compounding. The fund is managed by Blackrock and is domiciled in Ireland.
SPDR MSCI WORLD COMMUNICATION SERVICES UCITS UCITS ETF USD Acc
Fund Objective
The investment objective of the Fund is to track the performance of companies in the Communication Services sector, across developed markets globally. The MSCI World Communication Services 35/20 Capped Index measures the performance of global equities that are classified as falling within the Communication Services sector, as per the Global Industry Classification Standard (GICS).
• Investment Manager: State Street Global Advisors Europe Limited
• Asset Class: Equity (Focused on companies in the Communication Services sector)
• Accumulation ETF
• Unit price: $67.15
• Benchmark: MSCI World Communication Services 35/20 Capped Index
• Expense ratio:
Top 10 holdings
• Meta Platforms Inc-Class A 18.58
• Alphabet Inc-Cl A 18.30
• Alphabet Inc-Cl C 15.80
• Netflix Inc 7.81
• Walt Disney Co/The 4.11
• Verizon Communications Inc 3.43
• At&T Inc 3.33
• Comcast Corp-Class A 2.96
• T-Mobile Us Inc 2.36
• Deutsche Telekom Ag-Reg 2.13
Fund performance
Why we think this is a good ETF to have
The technology, media, and communications sector is likely to benefit significantly under a Trump presidency. While the tech industry has faced antitrust scrutiny in recent years, Trump has largely ignored or downplayed these cases. His reluctance to support antitrust actions against media giants has indirectly favored them and is expected to continue doing so. During Trump’s inauguration, top tech CEOs were given VIP seats ahead of even some cabinet members, signaling his close ties to the industry. Additionally, Trump owns his own social media platform, "Truth Social," while his close ally, Elon Musk, owns "X." Any restrictive regulations imposed on the sector would directly impact these platforms, making it less likely that heavy-handed policies will be introduced.
A day after his inauguration, Trump announced a major initiative to expand artificial intelligence infrastructure in the U.S., calling it the largest buildout of its kind in history. These factors collectively suggest strong growth prospects for the tech sector under his leadership. Given this favorable outlook, we see an opportunity to invest in an ETF with significant exposure to this sector.
ISHARES GLOBAL HEALTHCARE ETF
Investment objective
The iShares Global Healthcare ETF seeks to track the investment results of an index composed of global equities in the healthcare sector.
• Asset Class: Equity (Focused on the healthcare sector)
• Unit price: $92.57
• Benchmark: S&P Global 1200 Healthcare Sector Index
• Expense ratio: 0.41%
Top holdings
• Eli Lilly- 8.72%
• United Health group Inc- 6.68%
• Johnson & Johnson- 4.74%
• AbbVie Inc- 4.51%
• Novo Nordisk- 3.88%
• Merck & co Inc- 3.61%
• AstraZeneca PLC- 2.92%
• Thermo Fisher scientific Inc- 2.86%
• Roche holding par AG- 2.84%
• Abbott laboratories- 2.82%
Why we think this is a good ETF to have
Investing in a healthcare ETF right now could be especially promising given the anticipated direction of U.S. healthcare policy under President Donald Trump. The administration is expected to stick to its strong deregulation agenda while keeping healthcare access and cost management at the forefront. Looking ahead, the Trump administration intends to uphold campaign promises for the health sector with four key themes: Promote access to healthcare via market competition and transparency, enhance flexibility and choice in healthcare to states and individuals, focus on deregulation by reversing or modifying Biden-era policies and Enhance national security with “America first” principles.
While there is a possibility that efforts to lower drug prices and boost competition might counterbalance some deregulation benefits, the overall push for a more dynamic, less regulated market suggests significant upside potential. For investors, this means your healthcare ETF could stand to gain from a regulatory environment that encourages innovation, speeds up market entry for new products, and drives overall industry growth. We see an opportunity to tap into a changing regulatory landscape with high potential for growth and innovation through investing in the Ishares Global Healthcare ETF.
VANGUARD FINANCIALS ETF
Investment Objective
The fund seeks to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, investing in multi-cap equity within the financials sector. It is passively managed, employing a full-replication strategy when possible, but resorts to a sampling approach if regulatory constraints arise to maintain the index’s key characteristics. The fund remains fully invested, with low expenses helping to minimize net tracking error.
- Asset Class: Equity (Focused on the US financial sector)
- Unit price: $126.28
- Benchmark: MSCI US Investable Market Index (IMI)/Financials 25/50
- Expense ratio: 0.10%
- Dividend schedule: Quarterly
Ten largest holdings
- JPMorgan Chase & Co. 8.7 %
- Berkshire Hathaway Inc. 7.7 %
- Mastercard Inc. 5.5 %
- Visa Inc. 4.8 %
- Bank of America Corp. 3.9 %
- Wells Fargo & Co. 3.1 %
- Goldman Sachs Group Inc. 2.3 %
- American Express Co. 2.2 %
- S&P Global Inc. 2.0 %
- Morgan Stanley 1.9 %
PERFORMANCE
Why we think this is a good ETF to have
Optimism is building for more deal making in a Trump presidency, with activity showing signs of life. After a relatively low year in global mergers & acquisitions in 2023, 2024 witnessed a moderate uptick as the pandemic receded further into the rear-view mirror, the U.S. economy stabilized, inflation declined, financing markets brightened, albeit modestly, and equity markets climbed ever higher. While the business grew in 2024, heightened regulatory enforcement, among other factors, led to fewer very large transactions. The return of President-elect Donald Trump to the White House, with the Republican party having majorities in both houses of the U.S. Congress, is expected to bring a more business-friendly, deregulatory approach to policymaking, and further solidifies widespread expectations among market participants that M&A activity will increase in 2025. The Vanguard Financials ETF gives you exposure to the financial sector at a low cost. Given the above, we see opportunity in owning the ETF.
All the above information has been compiled from
- ETF screener: in.tradingview.com/etf-screener/
- ETF news: in.tradingview.com/news-flow/?watchlist=163409360 & in.tradingview.com/markets/etfs/
- ETF ideas: in.tradingview.com/markets/etfs/ideas/
Good luck
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Reach me on email hesbonmose001@gmail.com to join paid premium group. (one off $60 to join)
Free in-depth stock markets analysis Telegram channel: t.me/stocksfromtechnicaleye
For personalized investment advisory services
Reach me on email hesbonmose001@gmail.com to join paid premium group. (one off $60 to join)
Free in-depth stock markets analysis Telegram channel: t.me/stocksfromtechnicaleye
Reach me on email hesbonmose001@gmail.com to join paid premium group. (one off $60 to join)
Free in-depth stock markets analysis Telegram channel: t.me/stocksfromtechnicaleye
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