Analysis of U.S. Tech Stock Rise and ETF Trends
The 'KODEX American Dividend Covered Call Active' ETF, which incorporates U.S. tech stocks, is gaining significant popularity. This ETF includes tech stocks like Microsoft and Meta, and is perceived to achieve both stability and high returns, with net assets amounting to 508 billion KRW. This is a substantial increase from 132.3 billion KRW at the end of last year, with individual investors having a net purchase of 307.2 billion KRW this year.
Launched by Samsung Asset Management, the 'KODEX American Dividend Covered Call Active' was developed by replicating the U.S. DIVO ETF, and has achieved an 18.31% return over the past year. Its annual distribution rate has also increased to 9.6%, drawing significant attention domestically. Interest in this ETF continues to escalate among individual investors, marking it as a highly rated product in the local market.
Do-hyung Kim, head of ETF Consulting at Samsung Asset Management, anticipates an increasing interest in U.S. AI tech stocks in the ETF market for the second half of the year. Investment in AI is being expanded by major tech companies like Google, and it is advised to adjust investment portfolio ratios to 80:20 or 70:30. This advice reflects market trends intertwined with advancements in AI technology.
Meanwhile, Tesla's stock price has stagnated, leading some major Big Tech ETFs to reduce Tesla's weight in their allocation. For example, the 'ACE American Big Tech TOP7 Plus' ETF has significantly decreased Tesla's share, partly due to being surpassed by companies like Broadcom and Palantir. Tesla's future stock trajectory is believed to hinge on the success of its autonomous driving robotaxi business.
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Lump Sum Invested in US Dividend ETFs with Tech StocksLump sum invested in US dividend ETFs with tech stocks, KODEX U.S. Dividend Covered Call Net Assets 508 billion... Quadrupled in 7 months
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