Buy This, Not That: 5 ETFs Making Moves

|March 13, 2024

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In a hot bull market… it can be hard to choose the best places for your money. It’s near impossible – not to mention expensive – to buy every single stock that’s got upward momentum.

That’s why ETFs are such a popular investment choice. You can cover whole sectors with one ticker… at one low price.

So we’re looking at five ETFs in today’s Buy This, Not That video…

One that’s benefiting from the biggest story of the year…

Three surprising ETFs in the real estate sector…

And one emerging market ETF that I really like.

See what they are and how to play them in today’s video.

Click on the image below to watch it.



Hey everybody, Shah Gilani here with your weekly BTNT, as in Buy This, Not That.

Last week I got a bunch of emails from you all saying, Hey, why don’t you pick, at the end of the week, or what’s happened during the week as far as ETFs, maybe the movers and the shakers, the most active, maybe the ones that ended the week on a high note?”

So I’m going to do that this week.

Last week, at the end of the week, I’ve got a bunch of ETFs that did really well. Now, whether or not they’re going to do well, whether or not you should bother with them or not… I’m going to let you know.

First up on that list from last week that made a very active and nice upside move was BLOK, symbol BLOK. Now BLOK, for those of you who don’t know, is the Amplify Transformational Data Sharing ETF.

Again, Amplify Transformational Data Sharing ETF, B-L-O-K.

Now, this is a pretty cool ETF. We’re not talking big size. Net assets under management, $754 million. But what I like about this is it consists of companies, 45 companies currently, actively engaged in blockchain, in crypto, in the stuff that’s been moving and shaking.

So this is a BUY, people. I’m looking at the chart over here, it’s already had some nice moves, but there’s no reason this can’t go higher. It’s an actively managed ETF, so it’s not a static portfolio. The portfolio managers can change the composition, they can change the weighting of what’s in there. At most, about 85% of the companies in there are U.S.-based. So we’re talking about Galaxy Digital, MicroStrategy, Coinbase, Marathon, Digital Riot. So I like the composition of the portfolio. I like that it’s actively managed, I like the fact that crypto is hot, blockchain’s hot, all this stuff is hot. And so yeah, Transformational Data Sharing Amplify ETF, B-L-O-K. It’s a BUY, people. Trading at $35.16 here. I like it. Go with it.

Next up, and this was a curious one, the Pacer Benchmark Industrial Real Estate Sector ETF. Pacer Benchmark Industrial Real Estate Sector ETF. Symbol is I-N-D-S. Now, it’s trading at $40 currently, and what was interesting also about what you guys wanted last week, you asked a lot about real estate ETFs, real estate related ETFs and REITs and stuff. So that tells me you’re wondering if there’s a lot of maybe bottom fishing, or if the worst over in commercial or real estate yields worthwhile capturing here?

A lot of interest in REITs, and as I say, stuff like this, the Pacer Benchmark Industrial Real Estate Sector ETF, trading at $40. Symbol I-N-D-S. Sorry, NOT.

Really, for those of you who sent in this ETF, yes, I know it had a nice move last week, but still it’s pretty small with assets under management at $210 million. So obviously there’s not a lot of take up on this, not a lot of interest in this. It’s a lot of industrial area stuff, which I like, which is for them, the holdings of Public Storage is one of their biggest holding. CubeSmart, a big holding, Extra Space Storage.

It’s got a small yield, it’s just not, why would you put your money in it? And if you look at the chart, it’s pretty unattractive, and I don’t know where it’s going to go. It’s still on a bit of a downtrend and I don’t think you want to put your money in it. Yes, maybe it’s going to have some pops, because if real estate’s going to pop and the underlying companies are going to pop, guess what? You’re better off buying the underlying companies. I think you’re better off buying the likes of CubeSmart. It’s got a 4.50% dividend yield. Or Public Storage, again, you’re better off buying an individual company that’s in this space than this ETF. So I-N-D-S, no, NOT, people.

Next up is, guess what? Another real estate interest. Nuveen Short-Term REIT ETF, symbol N-U-R-E. NOT. Why? This is a $47 million assets under management ETF, people. Why would you have interest in that? Obviously not a lot of people have interest because not many assets have gone into this as far as capital. People chasing this portfolio of short-term REITs. What for? For a dividend yield? 3.86%. Okay, that’s pretty nice, 3.86%. No, not when you can get 5% in a CD. Not when you can get almost 5% in the money market. No, it’s not impressive.

And looking at the stock people, yes, I know you like short-term because you think it’s got good liquidity there. It’s an ETF, you got liquidity. I get it, but not this one. It’s an absolute waste. So the Nuveen Short-Term REIT ETF, N-U-R-E. Gone nowhere, had an ugly dip. You wouldn’t want to hold it. I don’t know how high it can go. Not very, so don’t bother. It’s flat line. It’s dead. Don’t bother. NOT.

Next up. Another real estate play that you guys asked about. So real estate was hot last week for a lot of you. The Real Estate Select Sector SPDR ETF, symbol X-L-R-E. This is a big boy, almost $6 billion assets under management. So a lot of interest in this.

A lot of folks like playing the SPDRs. If you want a sector play the SPDRs, you can go to the XLE for energy, XLF for the financials and XLRE, as in real estate, for your real estate.

But I’m going to say NOT to this one. 3.39% yield. I just addressed yield. You can get better yields elsewhere. I’m looking at the stock, it’s pretty much like a flat line. Oh yes, it’s had a little bit of a bounce up lately and maybe it looks like people say, “Oh, it’s going to consolidate, maybe go higher.” How much higher is it going to go? You’re investing your capital in something that to me doesn’t have any energy to go higher. Real estate is not out of the woods. I think the rates are going to remain higher for longer. That’s going to put pressure on real estate. So I just don’t see why you’d want to invest in XLRE. It’s a NOT for me, people, it’s a flat line. I’m unimpressed.

You want to go inside one of the holdings in some of these ETFs, go inside if you really like the ETF. You’re thinking about one of these ETFs, look inside the holdings and maybe pick a stock, a big stock that’s moving it, that’s got a better yield, that’s got a better look in chart, that has got more going on. Because that’s what’s holding up and pushing up these sometimes thinly traded ETFs, though XLRE is not so thinly traded, it’s pretty robust. But the other holdings are dragging some of these down.

So why buy the whole kit and caboodle when you can just buy the kitty that’s clawing it’s way higher? So, as far as XLRE, sorry, that’s a NOT.

Last but not least, this one I really like because it was really out of the box. The iShares MSCI Chile ETF, symbol E-C-H. I like Chile, and as far as this particular ETF, people, I like the stock. It’s kind of bottomed down, it looks like it’s trying to turn back up. It’s trading at $27.10 now, it’s up 1.38%, and today’s Wednesday. And it’s approaching its 200-day moving average. If it breaks up above there, I think it can attract some more capital, and movement, this is a $562 million asset under management ETF. The biggest holding in here is a minerals mining company in Chile, and it’s a pretty sizeable position. So I like this. It’s also got a 5.10% dividend yield. All right, now that speaks to me. So you get paid to hold this one.

Now, I like what’s going on in Chile. I think things are going to turn around and do a lot better in Latin America and South America. I think that area is going to break out and do really well. It’s going to take a little bit of more of an economic upturn globally, but I think they’re in a good position. And I like this ETF. So ECH, I think it’s a BUY, people. Again, trading $27.09, up 1.35% today, Wednesday. You get paid to hold this. And I think the ETFs got energy to go higher.

22% basic materials, as far as the holdings, 28% financial services, 16% in one stock. As I said, it’s the minerals mining company. So I like the diversification in here. I like the financial services area a lot in South America, in Latin America also. Yes, I like some of those of the banks that are in there, including Santander. So yeah, really good stuff. I really like the ag side of it, and I really like basic materials. Again, this is Chile. You think of copper, you think of mining, you think of other minerals and resources. So ECH, the ETF, people, the iShares MSCI Chile ETF, ECH, it’s a BUY.

That’s it for this week. I’ll catch you guys next week. Cheers.

Note: I said I don’t think real estate is out of the woods yet. Here’s why… The commercial real estate sector is looking at $1.5 TRILLION in loans that will need refinancing by the end of 2025. With interest rates the highest they’ve been since 2001… this could be a disaster in the making. That’s why I’ve put together a special investment briefing on the coming crisis. It contains seven hot targets in the CRE sector – all locked, loaded and ready to trade. Details here.