Investire nell'Intelligenza Artificiale (A.I.) nel 2021? 📊 - YouTube

how can you invest in artificial intelligence? it is a sector that is

very fashionable, especially due to the growth that the main companies in this

sector are having on the stock markets. In this video I want to talk to you in detail

about two products that are directly involved in this sector. hi guys well found on

our channel today we are talking about artificial intelligence in particular of two etfs that

invest in these companies, by now you know that with regard to particularly innovative

sectors we prefer an approach based on etf for a simple reason that is that you cannot

know now which company will dominate this market. there are certainly many interesting

names and many technologies that are developing just these months but in the future

and if in the sector highly based on the technological rate it will be difficult to understand who will dominate

the market then adopting stock picking you can run into big mistakes because maybe

now there is 'it is a company that is doing well but in the future it is being overtaken by other competitors and I am

investing in the wrong horse is that the etf this thing does not happen usually they are sorted

by market capitalization therefore by the value that the companies have on the stock exchange and when

a company obtains a higher value usually this linked to the results that the company is

obtaining the tf from incorporates even if there was not in the original composition in this way

the investors of the etf are always sure to have that at the moment they are the biggest

in this sector but today we will talk about two particular etf because the composition is very,

very different one is app rock much more on small or medium-sized companies the other

also has very, very famous names inside but just know that we give it in detail

but first remember to write above all to leave a layman let this video fly

the first etf I speak of today a particular broadcaster is from the wisdomtree that

many of you know because it invests in particularly innovative sectors I will also show you

the strategy of this etf and you can see that it is based on companies that favor, involve

or increase artificial intelligence what does it mean that maybe they are companies who use it,

they are not the innovators but they use it or other companies that deal

with research and development may also include companies that do consultancy in this area so

not only they implement the technologies but they do it on behalf of others clients is quite

diverse as world you see this etf also introduces intensity parameters

regarding artificial intelligence therefore substance to a method of its own to

evaluate which companies will become part of this fund some data more of a financial nature

we immediately see that it is not a gigantic fund worth less than 400 million but it is

not even that small and accumulating here it will not pay dividends but are

automatically reinvested within the tf and has been active since about November 2018 so it has existed for

some time it was not born this is in dollars and does not have the happy currency hedge exposed to the exchange

rate before let you see what happens we look at the performance it

has had in recent years or since it was launched equipped as now we are

almost 150 percent in less than three years so certainly very interesting performances

but you can also see that a good part of these gains were made after you understand

because a lot of hype has been created around this sector it has been seen in particular in 2020 that

the companies nde technologies are much more resistant to the pandemic because in essence they do not depend on

individual production plants but have a business model that is also more suitable for smart working

so these names have certainly attracted a large part of the live events that we have seen

in 2020, plus they are also sectors innovative and this especially in recent

periods seems to really like the investiture I will show you the composition of the tf

is the first thing that in my opinion many of you notice and who do not even know a title

of this fund or at least maybe you have only heard of it but not so much in the sense that they

are stocks on everyone's lips they actually try this fund's strategy i.e. it invests in companies

that are relatively small in size the first is the company that impacts the most in

percentage terms on tf is a company that is worth less than 8 billion stock market and it is also quite

diversified you see that no name impacts more than 4 percent of the to such of the pf we also see

where it invests mainly in america because most of the companies that deal with

this sector are based in the united states then we have taiwan japan and france you see however

four countries collect practically eighty percent of the capitalization of this etf

because there he is saying all these things because I want to make a comparison with another etf

this one which lg look at the composition in this case we find many well-known names

we amazon we microsoft we have a video we also have robots of a company

I told you about also antonino in one of the last lario on twitter this etf despite

using the much more known names pirate is more diversified because you see the percentage

weight of each single company in the fund before we were below 4 but here we are even

below 2 percent that you also see that the the top ten companies actually make up

less than 20 percent of the total can be to say that very well diversified

we are exposed to a single stock that can affect the overall return I tell you,

however, that this ETF has had a performance that is worse than the other in the last period

does not mean that it has simply gone badly compared to the other had a lower performance

I have spoken for now only the positive aspects in reality we are also some

aspects a little more critical at least from my point of view the first etf the one from wisdomtree that I

told you had an interesting performance in reality however the reason was much more volatile

precisely because it is composed of small companies that in certain historical periods have given

very very interesting returns they have done us even better than the big cap pro however we introduce

a little higher risk levels for what reason why why in periods of crisis, smaller

companies may have some problems more of substance maybe they have less liquidity they have

a financial writing and a little less stable and above all they have less political weight let's say

when they have to ask for loans or in any case higher interest rates precisely by virtue

of the fact that they are smaller and more exposed to possible crises however in the last period you have

seen the returns this choice he paid that is the investor took a slightly higher risk

but also obtained a more interesting return maybe I don't like this etf from the vision 3

ip and ratio currently the average value of the price on profits of this etf is 33 you know that over

thirty we do not like too much in the sense that we are so convinced the reason that in reality this etf

has risen a lot the price of the archives the usual much faster than they did

the profit of these shares so in the future and me in reality I see this sector

very well because it is very innovative and companies will make extensive use of it in the future, but surely those

who buy it now take on a risk that is higher in vir The fact that he does it almost overpaid

but I also want to give some positive notes in order to conclude the video with

a little more encouraging aspects I will show you this graph which essentially shows the value

of the market and artificial intelligence in recent years with also of the estimates for the

coming years the most interesting thing that at the moment most of the turnover linked to this

world comes from America in the future you see that the Asian component will take more and more foot

because a market in strong expansion until arriving during the 2023 2024 to be worth

more in percentage terms also compared to america in any case to mere things you can

see that the trend according to analysts is to grow therefore substantially this market will have to

be worth more in the future as much as we can not knowing the hiding places has upset all

these forecasts according to someone for the better according to someone else instead because maybe

companies are a a little weaker in the sense that they have earned less and can afford

less investments on this front guys I ask you what you think of this sector they inspire you

to let us know your opinion in the comments we will however continue to bring

updates both on this field but also on other very interesting aspects other markets

that we believe can continue to grow and if you like this form we will do it again

through the etf let us know what you think we will not see you next time I bye guys