iShares Global Clean Energy: The Good and the Bad of the ICLN ETF
In my eToro portfolio, I focus on long-term investments that combine performance and sustainability. One of the key assets I have selected is the iShares Global Clean Energy ETF (ICLN). This ETF is an excellent choice for exposure to the clean energy sector, a crucial area for the future. However, like any investment, it has both advantages and disadvantages. Below, I share my personal analysis...
Energy Regulations under the Biden Administration
1. Introduction The Joe Biden administration has introduced a set of transformative policies aimed at reshaping the United States’ energy matrix, with a strong focus on promoting clean energy, strengthening supply chains, and advancing digital modernization. These initiatives, consistent with climate and national security goals, have profound implications for key sectors such as energy, technology, and defense—areas fundamental to my investment portfolio on eToro. The...
Long-Term Investments in Strategic Sectors
As an investor, I have always believed in the importance of thinking long-term, especially when it comes to long-term investments in strategic sectors that I consider essential for sustainable growth. My approach is based on identifying and positioning myself in areas that not only have great development potential but also offer stability in the face of market volatility. Below, I want to share with you...
Insights on ETF Performance in a Volatile Market
The recent market behavior, especially in August 2024, has highlighted the resilience and strength of certain ETFs in a volatile market. In light of the current macroeconomic conditions, such as lower-than-expected inflation and a notable increase in retail sales, the S&P 500 managed to close its best week of the year with a 3.9% increase in just five days. This performance underscores the solidity of...
Impact of Geopolitical Tensions on the Technology and Defense Sectors in 2024
Introduction Global geopolitical tensions are deeply affecting key sectors such as technology and defense, significantly impacting companies like Nvidia and ASML. These tensions, involving major powers like the United States and China, are driving changes in how these companies operate, as well as in the defense policies of the countries involved. Geopolitical Tensions and the Semiconductor Sector The rise in tensions between the United States...
Critical Minerals for the Energy Transition
The Growing Demand for Critical Minerals for the Energy Transition As the world moves towards a cleaner energy future, the sustained and growing demand for critical minerals for the energy transition like copper, lithium, nickel, and cobalt is becoming increasingly evident. These minerals are vital for the production of key technologies in the energy transition, such as batteries for electric vehicles and renewable energy storage...