share_log

大波动下如何投资美股?这一投资策略逆势崛起

How to invest in US stocks under large fluctuations? This investment strategy bucked the trend

富途資訊 ·  May 6, 2022 21:19

Over the past two days, U. S. stocks have experienced a roller coaster from soaring to plummeting.

The optimism behind Wednesday's rally was gone at the start of trading on Thursday. Overnight, U.S. stocks suffered the most aggressive interest rate hike by the Federal Reserve in two decades, with both the Dow and the Nasdaq recording their biggest one-day losses since 2020. Only 19 stocks in the S & P 500 closed without falling.

Source: Financial Times

But even after such a big sell-off, analysts still believe that the decline in U. S. stocks has not stopped.

Sam Stovall, chief equity analyst at CFRA, one of the world's largest independent investment research firms, warned that even after Thursday's plunge, there was still more room for the S & P to fall, and further declines could drag the index below 4000.

Mike Wilson, chief u. S.equity strategist at Morgan Stanley, also warned a few days ago that the s & p could fall another 17% from its current level because the stock market failed to provide a hedge against inflation as investors increasingly expected.

David Wright, a big bear on Hua'er Street, believes that the bear market has only just begun, and investors are worried about macroeconomic and geopolitical unrest. We are at the peak of complacency, and the market is in the middle of the biggest bear market we have ever seen. The bear market has just begun, and there is a big market behind it.

Under the concussion market, how should the fund be arranged?

In recent weeks, analysts Bank of America Corporation and Goldman Sachs Group have called on investors to pay attention to high dividend stocks. For investors such as insurance funds and pension funds, high dividend stocks have natural advantages: they will not only get a return on corporate capital, but also get a steady stream of cash flow. And even for investors who pay less attention to the cash flow from high dividends, the low valuations and sound corporate characteristics that high dividends themselves often represent are good additions.

Investors seeking risk aversion are also reported to be turning to high dividend stocks, an area of the market that was largely ignored last year. This year, high-dividend companies beat almost all other categories.

$iShares core high dividend ETF (HDV.US) $It is an ETF with stable and substantial dividends.It provides investors with a risk exposure to invest in high dividend-paying US stock companies. Currently, the fund has 75 stocks.Designed to track US stocks with relatively high dividendsIt has risen by more than 5% this year, substantially outperforming the market.The S & P 500 index fell nearly 13% over the same period.

In terms of sub-sectors, health care has the highest weight, 23%, followed by the energy sector (19.12%) and the consumer necessities industry (17.75%).

Source: Futu Niuniu

In addition, the top 10 positions in the fund account for 52%, with major companies including $Exxon Mobil Corp (XOM.US) $, $AbbVie Inc (ABBV.US) $, $Johnson & Johnson (JNJ.US) $, $JPMorgan Chase & Co (JPM.US) $, $Chevron Corp (CVX.US) $, $Verizon Communications Inc (VZ.US) $, $Procter & Gamble Co (PG.US) $, $Philip Morris International Inc (PM.US) $, $Merck & Co Inc (MRK.US) $, $Coca-Cola Company (KO.US) $.

Among them, Exxon Mobil Corp's dividend yield is 3.86%, Johnson & Johnson's dividend rate is 2.4%, and Coca-Cola Company's dividend yield is 2.64%. All these companies have outperformed the market this year.

Source: Futu Niuniu, the top 10 holding companies of iShares Core High Dividend

How to learn more about HDV's position?

Niu friends can enter.$iShares core high dividend ETF (HDV.US) $On the line page, click"composition"You can view the current shareholding situation, including the distribution of the position industry, as shown in the following figure

17.png

Niu friends.

How should US stocks be laid out next?

Will the high dividend strategy be a safe haven?

Welcome to leave a message in the comments area and share your wonderful views.

Edit / somer

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment