AIRR
First Trust RBA American Industrial RenaissanceTM ETF
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I dont know where else to say this but AIRR is an amazing low-volume etf i've never heard anyone mention before. its performed so well for me, its very resilient, and its all industrials and other random stocks you'd never normally find in the big tech etfs and such. wonderful hidden gem for diversification imo. its up 40% the past year. Always wonder why it doesnt have more volume
To add to this, look at themed etfs. Theres quite a few that have insane return rates. I have 25 shares of AIRR which is up 29% in the past 3 months, 102% the last 3 years.
Midstream energy, yes... MLPX Insurance, yes... IAK Cars, no. Banking, yes... KBWB These particular ones have done about as well as tech (IGM, SMH) or industrials (AIRR) the turbulent last five years.
Check out AIRR. It’s been a fun aggressive investment for me thus far and I’m sure you aren’t invested much in industrials
The mix is different and on the 5 year chart, QQQ is far out performing. Just saying there are options. VT is well under both VOO, QQQ and AIRR for the 1 and 5y charts.
You could diversify a little with some QQQ and AIRR. I have a couple more that have similar gains.
AIRR, infrastructure MLPX, midstream energy infrastructure KBWB, big banks KRE, regional banks IAK, insurance
I'll spare you the technical and fundamental analysis; given that'd take a while to explain. Medical/pharma: NVO (major), CORT (minor). I'm not a fan of LLY, or the typical moderna/merck/astrazeneca/pfizer. Industrial: AIRR (it's a good ETF) Energy: Green energy is all the hype, but traction's gonna take a while. I've invested in COP and WFRD. Both have strong fundamentals and are great firms. Depending on your risk appetite, you might dip your toes into disruptive tech, like blockchain, or innovative materials research, or aerospace research, etc. Utilities, services, infra get a little more complex...
AIRR look cool but little expensive now. I wish i knew before
Non-"tech" AI infrastructure, etfs... AIRR and UTES.
LMB has been doing well and looks solid. ETF wise, AIRR is solid.
"Invest in the transformation of how we source and use energy at scale." https://etf.tcw.com/netz/ NETZ is an ETF focused on various aspects of that sentence. It has also been doing terrific. Also check out inside NETZ (as well as PAVE, AIRR and PRN) for stocks like VRT, VST, NVT, etc.
Look at the ETFs doing the best for the past year [https://etfdb.com/compare/highest-52-week-returns/no-leveraged/](https://etfdb.com/compare/highest-52-week-returns/no-leveraged/) Then ignore the tech, crypto, weed and Mag7 ones and see what does best.... URNM/URA and ITB/XHB, plus some country ones. Then look inside the ETFs for specific stocks. [https://etfdb.com/tool/etf-comparison/ITB-XHB/#holdings](https://etfdb.com/tool/etf-comparison/itb-xhb/#holdings) I'd also add AIRR, PAVE, CALF and AVUV as ETFs to look inside of.
ITB (US Home Construction) is the best performing non-tech ETF for the past five years by a wide margin, and during challenging times for the industry too. Also check out SLX (steel), PAVE and AIRR (infrastructure), and XME (mining).
One niche industry that will always be needed is infrastructure and construction: AIRR, PAVE, ITB, GRID I couldn't find any decently performing ETFs this year that were made up broad blue chips companies (LLY, CAT, KO, V, even include BRK.B) but less than 30% tech. Best I found before giving up is DUSA... only 8% tech but it is 35% META, AMZN, GOOGL, BRK.B which are not technically "tech".
I stick with the AIRR and PAVE etfs. GRID is usually good too. In terms of individual stocks you can look through the underlying holdings. https://etfdb.com/tool/etf-comparison/AIRR-PAVE/#holdings Sterling Infrastructure (STRL) in particular has been really strong.
Dividends are not good for someone your age. They work against your purpose which is to get money into the market to compound, not take it out. It's not a bad idea to consider that a stock offering a dividend might be a good one, but you should mostly just ignore dividends. They don't matter. What matters is the total return: price performance + dividends = total return. VOO with some QQQ is a very good place to start. Infrastructure is also an excellent longterm choice given leaders of both US partys say they are in favor of upgrading infrastructure. Also consider AIRR. I have AIRR/PAVE equally. IFRA's performance is far weaker than those two. I don't know what you mean by O+ MAIN. 5% individual stocks is good. It gives you some room to experiment with the "fun" aspect. Also make use of play money portfolios to compete against yourself, and especially compete against your VOO/QQQ main holding, including just varying the percentages.
24 Years Old, Moderately Aggressive Portfolio Large Cap - 40% - VOO (VANGUARD S&P 500 ETF) Small Cap - 30% - RWJ (INVESCO S&P SMALLCAP 600REV ETF ) International - 10% - HEDJ (WISDOMTREE EUROPE HEDGEDEQTY ETF) Insurance Sector - 10% - KBWP (INVSC KBW PRPRTY CSLTY INS ETF ) Semi-Conductor Sector - 10% - AIRR (FT RBA AMERICAN IND RENAISSANCE ETF )
AIRR: First Trust RBA American Industrial Renaissance ETF PAVE: Global X U.S. Infrastructure Development ETF AIRR is +12% ytd. PAVE is +9%. (GRID is +8%, IFRA +4%)
I have WIRE and ACLS. ACLS has been fantastic all year and still has a fine PE. There is an article out there about WIRE title: "Exciting Profit From Boring Business". Excellent longterm industrial stock. The only downside is the fundamental business is great, but its share price moves with copper prices which is short term thinking. Likewise ATKR is very good. It's principal negative is I'd rather own WIRE. You can own both in the AIRR etf, which is what I'd recommend. I wouldn't mind KLIC in an ETF but there are much better choices. KLAC for one. I know nothing of LPX and MATX.