Long Term Investing With Thematic ETFs

In this video, we explore thematic investing, focusing on long-term trends like AI, energy transition, and cybersecurity. We highlight the importance of diversifying across themes to manage risks and discuss potential pitfalls like overpaying in crowded trades. Additionally, we offer suggestions on when to buy and sell, emphasising strategic timing and maintaining a solid investment thesis.

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Timestamps
00:00 Introduction
00:36 John Templeton
01:33 What is Thematic Investing
03:06 Current Trends & Themes
08:26 Diversification
11:33 When To Buy & Sell a Theme

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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

[christines]

Thank you for sharing this Ramin. I have never considered thematic ETFs before. Something to look into.

[Daniel-zrpk]

I bought Rolls-Royce PLC stock because I trust their products - for example their Modular Small Uranium Reactors which will boost the economy

[jont]

I bought a Hydrogen Economy etf a couple of years ago which is now 60% down. Got in waaay too early, which is a risk when you are trying to predict the future.

[anthonybrown]

I quite like thematic investing but stick to Quality & value pretty much as if markets are overvalued there are some value stocks that may protect from the fall of overheated shares or qualty where they just filter out the dog stocks that dont make profitsvand have sensible borrowing levels.
The other thing I think is worth considering is the high TER attached it may not perform well enough to justify the higher charges.

[chrisbarlow]

Do you own any wisdom tree ETFs or products Ramin?