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Rich Habits发布 2026-10-23
《SpaceX + Tesla Merger Confirmed, Anthropic's Leaked IPO Numbers, & Simeon Hyman (ProShares)》Simeon Hyman
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TDV 通过成熟的股息增长型公司提供科技敞口,采用等权配置以缓解集中度,同时保留优质基本面,这与等权纳斯达克100不同。它将科技敞口扩展至 Accenture、Mastercard 和 Visa,且在10月大幅上涨,而科技板块和纳斯达克则深度下跌。

我们在这里与 Simeon Heyman 要讨论的第二只 ETF 是 TDV,它保留科技敞口,但侧重于成熟科技和科技相关公司,这些公司有持续派息和增长的历史。

And the second ETF we'll be talking about with Simeon Heyman here is TDV, which maintains a technology exposure, but emphasizes established technology and techreated companies with histories of consistent dividend payments and growth.

我们来聊聊 TDV。有些投资者会说,我明白,但我想要一些科技,我知道估值倍数可能是他们想要的任何水平,但我想要一些这种敞口。那么,TDV——这名字真拗口——这只 ETF 是如何通过转而聚焦那些有股息增长的成熟公司、并采用我读到的等权重方法,来提供一种不同类型的科技敞口的?

Let's talk about TDV. So some investors they're like listen I get it but I want some tech and I understand you know multiples might be whatever they want but I want some of this exposure.

So, how does TDV, which like that's just a mouthful, but how does that ETF provide a different kind of technology exposure by instead focusing on those established companies with dividend growth and using that equal weighted approach that I read about?

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