Q1 ETF performance hero list 4 major industries are bullish

【Q1 ETF Performance Hero List】

Soon, the Taipei stock market in the first quarter of this year ended under an inflationary environment where everything was going up. Two days ago, I shared the “Q1 Stock Price Growth Hero List” with you Today, Mr. Weitai will share with you the Q1 ETF Hero List.

According to Yahoo stock market statistics, the top 10 performers in the first three months of this year are dominated by global theme ETFs and leveraged ETFs, such as: Fubon Nasdaq 2 (00670L), Uni-President FANG + (00757) , Cathay Pacific Smart Electric Vehicle (00893), Fubon Future Car (00895), Fubon Taiwan Weighted positive 2 (00675L), Qunyi Taiwan Weighted positive 2 (00685L), Fubon Yuan Universe (00903), Cathay Pacific Taiwan Weighted positive 2 (00663L ), Yuanta Taiwan 50 2 (00631L), CITIC Key Semiconductor (00891). Refer to Schedule 1.

Table 1. Top 10 domestic ETF performance in the first three months

[4 prif dueddiad ETF thematig yn amlwg]

If you consider that the investment area is Taiwan, and excluding leveraged ETFs, the “Nanbo one” (No. 1) of Taiwan stock ETF is only CITIC Key Semiconductor. This shows that the strength of semiconductor industry Taiwan is very strong.

And if we carefully observe the holdings of thematic ETFs in Schedule 1, we find that they are all: Nvidia, AMD, Tesla, Meta, Apple, Microsoft, and TSMC (2330). It can be seen that in the ETF battle situation, not only heroes create the current situation, but also the current situation creates heroes. Choosing the right stocks is more important than choosing the ETF.

Regarding the future development of industrial trends, it can be seen more clearly from the 11th to the next 20th. Refer to Schedule 2.

Table 2. Domestic ETF performance ranked 11 to 20 in the first three months

Attached to Table 2 are the ETFs that ranked 11 to 20 in domestic ETF performance in the first three months. In Table 2, you can see that as well as theIn addition to the semiconductor industry and the electric vehicle industry, artificial intelligence AI can be considered a new dark horse, and topics related to 5G are still being fermented..

On the two AI-related ETFs, Meta, Nvidea, Alphabet, AMD, etc. are all important holdings, but Taiwan-related stocks are not among the top ten stocks. Since the above four industries are industries that will continue to develop in the future, in the second quarter, if the market pulls back, you may want to start with the ETFs linked to the four this industry.

[3 ETF Difidend Uchel]

As for the high dividend ETFs that everyone likes very much, their performance in the first quarter of this year was not really very good, but this is also understandable, because high dividend ETFs are usually relatively resilient when the market falls. rank among the highest spears in the rankings Once the market shows a bullish trend, overly conservative holdings will clearly lose to other thematic ETFs or indexes in terms of performance.

On high dividend ETFs,Qunyi Taiwan Selected High Dividend (00919) outperformed in the first quarter, followed by Fubon Special Selected High Dividend 30 (00900), and third place was Dahua Youli High Interest Filling 30 (00918). The returns were as follows: 15.8% , 14.46% and 13.58% Strictly speaking, the performance of the three ETFs is between the same., I think in the next installment, I will draw these three high dividend ETFs for comparison, and give other friends who want to buy high dividend ETFs as a reference. The above is what Mr Weitai shared with you today and I wish you all a smooth investment.

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About the Author:

Engaged in the financial securities industry for more than 15 years, qualified securities analyst, currently chief investment officer of Zhongying Fortune, CMoney Quanyao financial consultant, chief financial writer, and lecturer for Securities Institute, Zhongzheng Community University and Star Cloud Academy , Yahoo’s financial column, business Contributing author of Zhou Fortune Network.

The investment mindset focuses first on the long-short cycle of the general economy, and combines fundamental stock selection and technical operations; he believes that “choosing the opportunity to enter the market” is the way to make a profit in stock market investment. There are currently 2 books: “Trust me, you can’t make enough money”, “The history of the Taiwan stock market”.