The Infrastructure Bill Passed, Any ETFs Look Interesting?

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Easan Arulanantham:

Um, so another kind of a little bit of cool news, “On Friday, the infrastructure bill passed. Are there any kind of ETFs that look interesting because of the infrastructure bill?”


Tom Vaughan:

Yeah. So the infrastructure bill, I think it’s actually going to be signed on Monday. So, it’s still going… Actually, there are two Exchange Traded Funds that I find kind of interesting in the infrastructure area. One of the things to keep in mind and keep in mind for example, iShares which is owned by BlackRock, which is… they’re one of the largest money managers in the world has identified mega trends, right? That they saw robotics and artificial engineering, Clean Energy, artificial intelligence, sorry, Clean Energy, and etc. One of the trends that they said that they established was infrastructure, because they just looked at infrastructure as a whole, here in the US and even around the world, and how much of it needs improvement, how much growth is going to happen in that area? And so they’ve identified infrastructure as a mega trend, before the pandemic and before this bill came out. And obviously interesting enough, this even had bipartisan support, which is fairly unusual in our current situation. And so, what they’ve identified here, in this mega trend is exactly what’s happening with this bill, there is a need, there’s a lot of interest. You know, broadband is a huge issue, right? I mean, if you’ve got kids that are trying to get things done, that can’t get into broadband, because their area doesn’t have as much.

So excuse me, iShares has an infrastructure ETF, the ticker symbol’s IFRA. So that would be definitely something I would look at, we’ve had that in our portfolio in the past. And I think even if it doesn’t have a huge pop right now from the bill that’s coming out, because the bill is gonna be spread out over eight years, I still think it’s worthwhile to look at it just because it’s an overall mega trend that I think is going to continue to play out as far as that goes. Another way to play, this is just through kind of transportation. And so you’re going to see a tremendous amount of this infrastructure bill pushed into transportation of all types, airlines, airports, railroad… railroad transportation, etc. So what we’re looking for there, there’s another ETF called XTN, which is a transportation index that I would look at also, for kind of the infrastructure play, as far as that goes. That’s been doing quite well, just recently, probably because of the news about the infrastructure bill, but there’s some individual stocks that you can play, along those lines, but it might be better to kind of own a whole basket. So those are things that I would look at in that area. But it goes beyond keep in mind that this goes beyond just this bill, this is something that’s happening worldwide, this push to kind of increase the infrastructure the US hasn’t done anything for a long time, especially in the area, say bridges, they identified 10 bridges that they think if they went down, would actually have a pretty sizable impact on gross domestic product here in the US. And so they want to go through with this bill and redo those, or at least retrofit those bridges. And so that’s a huge deal hasn’t been done in forever. So there’s, there’s some pieces that I think are, you know, long term investment options, opportunities in infrastructures is still there. It’s a, I think it’s a viable area.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.