WCLD ETF Cloud Computing & Growth ETF (~52% YTD Return)

by birtanpublished on August 17, 2020

How's it going guys so today we have a really interesting video on an ETF I had a subscriber request that I do a video on thank you to that subscriber by the way and we're gonna be covering wisdom trees cloud computing fund ticker symbol wcl D it is currently trading at 40

Dollars and 40 cents per share if you are new to the channel and you like stock market and investment type videos feel free to subscribe and the like and a comment are always appreciated so what makes this fund interesting is the

Holdings it has it is hyper focused on cloud computing and information technology in general the number one holding currently is fastly which is a stock that I loved and I invested in and it's currently waited at five point two

Six percent of the fund then you have zoom videos which is also at a great run up recently scholar DocuSign data dog which I also have to do a video on Shopify Wix comm Twilio Koopa software and CloudFlare Inc which have already

Done a video on so this thing is hyper hyper focused on growth I don't think I've ever seen an ETF as concentrated in one area as this one and it's in a really good area there's some really good areas and I'm gonna be talking

About that in a bit so one thing is it doesn't have any distribution yield so this thing is you know it's full-blown growth it is a lot of the companies that's invested in or midsize or small caps fastly for example I think as a

Market cap of nine billion I think data dogs that like twenty five billion so this is a really small cap mid cap investment fund and it's really focused on growth the distribution yields 0.45% which is about middle of the road for an

ETF it's not as competitive as Vanguard or VGT Vanguard's information technology TF which is 0.2 percent but 0.35 percent is in the end of the world so it does seem like a reputable fund company they manage 40 1.8 billion dollars in funds

Which is you know that's pretty good it's respectable so it does seem like a reputable company I've never really had to worry about that because I've always gone with with Vanguard which is really the gold standard or one of the gold

Standard but wisdom tree seems reputable so the performance on this thing is insane so year-to-date it's up 52 point four three percent already which is just an insane year-to-date return especially

When you consider vgt is only up four point seven percent here today which is still a good return but just in comparison it really has had quite the run up primarily because it was invested in fastly zoom and a bunch of other

Companies that went ballistic over the past month my investment of fast see I think I made like seventy eight percent or something like that in three weeks so this thing is just gone ballistic and I can understand why so the really

Important thing to realize and I think this is something people are maybe beginning to realize particularly if you've watched my channel for a while is that the sector's companies are in I believe is really important because I do

Believe a rising tide lifts all boats so let me just read off some statistics for you so cloud computing is growing at a compound annual growth rate of eighteen percent from until 2023 so it's a really good compound annual growth rate 18

Percent far more than most sectors of the economy big data market revenue for software and services are forecasted to reach 103 billion in 2027 they're compound annual growth rate is expected to reach ten point four eight percent

Which is great big data application and analytics are forecasted to grow to nineteen point four billion in 2026 the compounded annual growth rate is fifteen point four nine percent again fantastic the industry has grown significantly in

The recent years the VM the CDN content delivery networks is what CDN Stan stands for the content delivery market was died at nine point two four billion in 2018 and is expected to reach thirty eight point nine seven billion by 2024

That's a twenty seven point three percent compound annual growth rate from 2017 or from 2019 to 2024 so extremely extremely fast growth the one I didn't throw up here was edge computing which I think is growing at a 34 percent

Competent annual growth rate until like 2026 so again everything this ETF is focused on is hyper hyper growth it has it's in a really good area in my opinion and it's in an area that at least for the mid term until about 2026

It's expected to be growing quite significantly so a quick overview w CLD is in a lot of extremely fast growing sectors and if the growth estimates of these sectors are right for the future I could see how this fund might outperform

The broad market so one thing I talked about in vgt when I covered that about a year ago is that just due to the sheer growth of the technology industry in general it wouldn't surprise me if they started to

Outperform the market and we saw that I think I was right in that prediction and I think wcl D is a little bit more concentrated that generally means more risk but it is definitely I think it has the potential to outperform similar to

VGT wcl to use the new ETF it doesn't have any history we can really look at if we look at V G T which is an information technology ETF we see that technology has done very well over the past ten years w CL D is very sector

Specific cloud computing primarily and 97.8% is in information technology so that is super super concentrated but that does lead you to believe there could be higher growth as I've talked about i like w CL d because as i've been

Covering on this channel and as i covered with fastly i think that information technology sector going forward nut should say going forward going forward will grow more than most other sectors maybe it'll be the fastest

Growing sector going forward it also only has an expense ratio point four five percent which is about an average for an ETF i think it offers an opportunity for potentially market beating returns nothing is a guarantee

Though I don't want anyone saying I guaranteed anything I didn't guarantee anything but I think it's a really interesting fund I think it has really good prospects for the future particularly in the mid term

I think it is really really good prospects and I think it's definitely something I'm gonna be looking at I've talked about VGT for a while and I think this one definitely makes the list it's a bit more risky but we know with risk

Comes reward you know if you want if you want the honey sometimes you got to risk getting stung I hope you enjoyed this video feel free to subscribe and the like in the comment always appreciate it down below thank you and have a good day

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