How to Leverage and Position Thematic Funds with Scott Helfstein

In today’s episode, Rusty and Robyn talk to Scott Helfstein, Executive Director of Thematic Investing at ProShares.
Scott's military background and investing expertise paved the way for understanding the complexity of decision-making and resource allocation for individuals, especially in times of uncertainty. Recently, his focus has been on helping people build thematic portfolios that can boost long-term returns. Together with Proshares, Scott brings cutting-edge innovation to the ETF space.
Scott talks with Rusty and Robyn about the benefits of thematic investing, the positioning of thematic funds in portfolios, and the four themes to look out for when investing in the long-term.
Themes give people things they experience in the everyday world that they associate with. And I think that's really what's driven the growth. That’s part one. Part two is that most of the themes that are put out in the market are future-forward." ~ Scott Helfstein

Main Takeaways 

There are three selling points of thematic investing: secular changes to the global economy, long-term trends, and high-growth opportunities. 

Rather than anticipate linearly, learn to see the exponential changes—especially with regard to the four long-term themes: work, genomics & telehealth, digital consumer, and food revolution.

You can allocate 5-10% of your portfolio in thematic ETFs. However, do the basket approach first and weigh meticulously what would be an immense player in the long-term.

Whatever ETF you put out, make sure that you’re bringing in something new at the table—innovate.

Links

Scott Helfstein on LinkedIn

Right Now by Van Halen

Riding with the King by B.B. King and Eric Clapton

ProShares ETFs

Morgan Stanley

George Washington University

US Military Academy

Center for Cyber and Homeland Security - Auburn University

Federal Reserve

Barron’s

Wall Street Journal

Russell 1000 Index

S&P 500

Moderna

US Food and Drug Administration (FDA)

Zoom

Pet Care ETF

ProShares Nasdaq-100 Dorsey Wright Momentum ETF (QQQA)

Connect with our hosts

Rusty Vanneman

Robyn Murray

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

1941-OAS-7/1/2021

In today’s episode, Rusty and Robyn talk to Scott Helfstein, Executive Director of Thematic Investing at ProShares.

Scott's military background and investing expertise paved the way for understanding the complexity of decision-making and resource allocation for individuals, especially in times of uncertainty. Recently, his focus has been on helping people build thematic portfolios that can boost long-term returns. Together with Proshares, Scott brings cutting-edge innovation to the ETF space.

Scott talks with Rusty and Robyn about the benefits of thematic investing, the positioning of thematic funds in portfolios, and the four themes to look out for when investing in the long-term.

Themes give people things they experience in the everyday world that they associate with. And I think that's really what's driven the growth. That’s part one. Part two is that most of the themes that are put out in the market are future-forward." ~ Scott Helfstein

Main Takeaways 

There are three selling points of thematic investing: secular changes to the global economy, long-term trends, and high-growth opportunities. 
Rather than anticipate linearly, learn to see the exponential changes—especially with regard to the four long-term themes: work, genomics & telehealth, digital consumer, and food revolution.
You can allocate 5-10% of your portfolio in thematic ETFs. However, do the basket approach first and weigh meticulously what would be an immense player in the long-term.
Whatever ETF you put out, make sure that you’re bringing in something new at the table—innovate.

Links

Scott Helfstein on LinkedIn
Right Now by Van Halen
Riding with the King by B.B. King and Eric Clapton
ProShares ETFs
Morgan Stanley
George Washington University
US Military Academy
Center for Cyber and Homeland Security - Auburn University
Federal Reserve
Barron’s
Wall Street Journal
Russell 1000 Index
S&P 500
Moderna
US Food and Drug Administration (FDA)
Zoom
Pet Care ETF
ProShares Nasdaq-100 Dorsey Wright Momentum ETF (QQQA)

Connect with our hosts

Rusty Vanneman
Robyn Murray

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts

1941-OAS-7/1/2021