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[美股]呢隻金融股ETF終於跑贏大市

2021年股市開局,有一個傳統行業跑了出來,就是銀行股,呢類股份去年受到疫情的打擊,唔少俾人打入冷宮,但近期情況逆轉了。

看看香港匯豐(0005, HSBC)表現,就略知一二。除了恒生銀行(0011)、中銀(2388)都出現大反彈,年初以來分別升了9.1%和6.6%跑贏要恒生指數,美股方面更加不在話下。

6個月升三成

就以追蹤金融股的ETF, Financial Select Sector SPDR ETF(XLF)為例,年初以來股價已經升到接近5%,其實在最近的六個月,升幅達到三成,少有地可以跑贏大市(標普500指數)。


圖:XLF近六個月總回報

金融類股份經濟敏感度比較高的股份,這批舊經濟股因為去年受到疫情困擾,股價受挫,生意及收入減少了。但進入2021年,大家都憧憬經濟可以逐步回復正常,銀行股就有一個復甦的概念。

股神支持者

話得說回來,再介紹一下這隻追蹤金融股的XLF。 金融股其實 都有不同類型的,包括投資、保險,以及傳統的綜合銀行業務的企業。XLF十大持股當中,買得最多的就是 股神巴菲特旗下的巴郡(BRK.B),佔基金比例達到13%以上, 可以說得上是股神的支持者。其次就是JP Morgan(JPM)、美銀(BAC)、花旗(C)。


圖:十大持股

這隻1998年底推出的ETF,管理的資產總值達到280億美元,管理費0.13%,派息大約1.9%。


圖:XLF回報跟標普比較

呢隻傳統股份的ETF,多年來一直跑輸大市(標普500指數),原因是標普500指數包含了部份的科技股,這些科技股近年的表現都非常突出,帶領大市年年攀升。

不過值得留意的就是,如果經濟維持一個低息的情況,銀行股的業務和收入其實都會受到限制,所以經一輪反彈之後,強勢會否再持續,就要認真研究同跟進。

(12/1/2021)

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