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IYT Transportation ETF: Outlook And Alternatives

Summary

  • First, I will explain what the iShares Transportation ETF is all about, using its holdings, diversification, and expense ratio.
  • Then, we will look into alternatives for people who want to avoid paying a 0.41% expense ratio.
  • More important than that I'll explain what IYT tells us about the economy, and why I expect more weakness ahead.
  • Economic growth could give us better entry prices, which is something I'm cheering on as I like to buy high-quality transportation at better prices.

Frachtlogistik im Hafen von Oakland

JasonDoiy/E+ via Getty Images

Introduction

I'm not a big fan of ETFs for a number of reasons. Reason one is that I like to do the work myself. It's my job, so why let asset managers do the work for me? Reason two

This article was written by

Leo Nelissen profile picture
26.6K Followers

Welcome to my Seeking Alpha profile!

I'm a buy-side financial markets analyst specializing in dividend opportunities, with a keen focus on major economic developments related to supply chains, infrastructure, and commodities. My articles provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. I aim to keep you informed of the latest macroeconomic trends and significant market developments through engaging content. Feel free to reach out to me via DMs or find me on Twitter (@Growth_Value_) for more insights.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of UNP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

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Comments (6)

m
good article ..i bot iyt as the iyt/spy pair has sharply rebounded from near 2 sigma cheap on 4/7 to near 1 sigma cheap.. on absolute basis close above 244.71 confirms..also covered 50% of short on UNP
Leo Nelissen profile picture
@mmarek evans Good move, risk/reward is getting better
S
Great article…thank you. I’ll be watching the IYT going forward.
J-Flo profile picture
Thanks for the article! Long UNP and wanting to add on a dip!
Leo Nelissen profile picture
@J-Flo Me too, thanks for your kind comment!
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