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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
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.
Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.
As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.
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.
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