The 4th Industrial Revolution

[Alton Turner Blackwood]

How many of you lads and lasses are investing in ETF's and or UT's which are tracking the 4th IR?

/raises both hands and feet

edit: for those who are unfamiliar with the 4thIR https://en.wikipedia.org/wiki/Fourth_Industrial_Revolution

 

[Idiosyncratic]

The issue with the ETFs tracking the 4th IR is that:
1. They're expensive. Very expensive.
2. Being such a focused ETF makes it vulnerable.

I mean, it's cool and all that, but I don't think it's really something you'll be making a fortune off in the very near future.

 

[Alton Turner Blackwood]

The issue with the ETFs tracking the 4th IR is that:
1. They're expensive. Very expensive.
2. Being such a focused ETF makes it vulnerable.

I mean, it's cool and all that, but I don't think it's really something you'll be making a fortune off in the very near future.

Regarding your first point. The Sygnia 4th Industrial Revolution unit trust are going at R1.38 at the moment.

 

[Acajou]

I'm investing a little bit in the Sygnia one. It's basically the money that I would have spent buying Bitcoin, so I can afford the volatility

 

[Thor]

I have the Sygnia one.

 

[rietrot]

Regarding your first point. The Sygnia 4th Industrial Revolution unit trust are going at R1.38 at the moment.

What does R1.38 even mean? That can be cheap or expensive depending on the Associated cost and what the etf actually tracks.
And its currently trading at R23. It's been around R20 for the last 6 months.

Total Expense Ratio (TER) 0.70% (Targeted)
Annual Management Fee 0.40% per annum (excluding VAT)

INDEX TOP 10 HOLDINGS
INSTRUMENT PERCENT
FLIR Systems Inc 1.6%
Harris Corp 1.6%
Raytheon Co 1.4%
Boeing Co 1.4%
Teledyne Technologies Inc 1.3%
ManTech International Corp 1.3%
Northrop Grumman Corp 1.2%
L3 Technologies, Inc 1.2%
Kratos Defense and Security Solutions Inc 1.1%
Lockheed Martin

Quite interesting. I expected to see Google, Facebook and tesla.
https://www.sygnia.co.za/etfs/fund-details/fund/sygnia-itrix-4th-ir-global-equity-etf