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What Are The Best ETFs For Sector Rotation? - Learn About Economics
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00:03
What are the best ETFs for sector rotation?
適合進行類股輪動的最佳 ETF 有哪些？
00:06
If you are curious about how to maximize your investment returns through sector rotation, you are in the right place.
如果您想知道如何透過類股輪動最大化投資報酬，那麼您來對地方了。
00:14
Sector rotation is an investment strategy where investors shift their holdings among different sectors of the
類股輪動是一種投資策略，投資者會根據變化的經濟環境，
00:21
economy based on changing economic conditions.
在不同的經濟類股之間轉移其持股。
00:25
This approach aims to capture returns from sectors expected to perform well as the business cycle
此方法旨在捕捉隨著商業週期演進，
00:30
progresses.
預期表現優異的類股所帶來的回報。
00:32
Exchange traded funds are popular tools for sector rotation because they provide easy access to a variety of sectors with
指數股票型基金（ETF）是進行類股輪動的熱門工具，因為只需一筆投資，
00:41
just one investment.
就能輕鬆涉足多種類股。
00:43
Understanding sector rotation requires knowing that economic cycles typically include four
要了解類股輪動，必須知道經濟週期通常包含四個階段：
00:48
phases expansion, peak, contraction, and recovery.
擴張、高峰、收縮與復甦。
00:53
Different sectors perform better at different stages.
不同類股在不同階段的表現各異。
00:57
For instance, technology and consumer discretionary sectors often thrive during expansion, while utilities and
例如，科技與非必需性消費品類股通常在擴張期表現亮眼，而公用事業與
01:04
consumer staples may excel during contraction or uncertainty.
必需性消費品類股則可能在收縮或不確定時期表現出色。
01:10
Several exchange traded funds are recognized as effective for sector rotation strategies.
許多指數股票型基金被視為執行類股輪動策略的有效工具。
01:16
The spider select sector exchange traded funds are among the most wellknown.
其中，Spider 選擇性類股 ETF（Select Sector Spider Funds）最為知名。
01:21
These include the consumer discretionary select sector spider fund, the consumer staples select
這些基金包括非必需性消費品選擇類股 Spider 基金、
01:26
sector spider fund, the technology select sector spider fund, the utilities select sector spider fund, and the
必需性消費品選擇類股 Spider 基金、科技選擇類股 Spider 基金、公用事業選擇類股 Spider 基金，以及
01:34
healthcare select sector spider fund.
醫療保健選擇類股 Spider 基金。
01:37
Each of these funds tracks a specific sector, allowing investors to adjust their exposure quickly as economic
這些基金各自追蹤特定類股，讓投資者能隨著經濟條件的變化，
01:44
conditions shift.
迅速調整其曝險部位。
01:46
Active exchange traded funds designed specifically for sector rotation can also be beneficial.
專為產業輪動設計的主動型ETF（主動式交易所交易基金）同樣可能有所助益。
01:53
For example, the Spider SSGA United States sector rotation exchange traded fund uses both
例如，Spider SSGA 美國產業輪動ETF 同時採用
01:59
quantitative and qualitative analysis to allocate capital among sectors.
定量與定性分析來配置各產業間的資本。
02:05
Another option is the Black Rockck United States Industry Rotation Exchange Traded Fund,
另一個選擇是 Black Rockck 美國產業輪動ETF，
02:09
which focuses on industries expected to outperform based on forward-looking analysis.
該基金專注於基於前瞻性分析、預期表現優於大盤的產業。
02:15
The main sector rotation exchange traded fund aims to outperform the SNP500 in rising markets while limiting losses
主要的產業輪動ETF 旨在於上漲行情中超越 SNP500，同時於下跌期間
02:24
during downturns.
限制虧損。
02:26
For those interested in fixed income, the bond blocks United States dollar high yield sector rotation exchange
對於固定收益感興趣的投資人，Bond Blocks 美元高收益產業輪動ETF
02:32
traded fund offers a similar approach for bonds rotating between different high yield sectors.
為債券提供類似的方法，在不同高收益產業間進行輪動。
02:40
Momentum based models are another strategy.
動能模型（Momentum based models）是另一種策略。
02:44
Some approaches use rules-based processes to select the top performing sector
部分方法採用基於規則的流程，以選出在特定期間內
02:46
exchange traded funds over a specific period, often focusing on those above their long-term moving averages.
表現最佳的產業ETF，通常專注於那些高於其長期移動平均線的標的。
02:54
This method can help automate the rotation process and improve risk adjusted returns.
此方法有助於自動化輪動過程並提升經風險調整後的報酬。
03:00
In practical terms, sector rotation with exchangeraded funds allows investors to respond to economic signals such as
實務上，利用ETF進行產業輪動能讓投資人因應經濟訊號，
03:08
interest rate changes, consumer sentiment, or shifts in market leadership.
例如利率變動、消費者信心或市場領導地位的轉移。
03:14
For example, during periods of falling interest rates, real estate and utilities may become more attractive
例如，在利率下降期間，房地產和公用事業可能會變得更具吸引力
03:21
while technology and consumer discretionary may lag if economic growth slows or trade tensions rise.
而科技和非必需消費品類股則可能因經濟增長放緩或貿易緊張局勢升溫而表現落後。
03:28
The main challenge with sector rotation is accurately identifying the current stage of the economic cycle as economic
板塊輪動的主要挑戰在於準確識別經濟週期的當前階段，因為經濟
03:35
indicators can be ambiguous.
指標可能具有模糊性。
03:39
Successful sector rotation requires not only selecting the right sectors but also
成功的板塊輪動不僅需要選對類股
03:42
timing the rotation to avoid excessive transaction costs.
掌握輪動時機以避免過高的交易成本。
03:47
By understanding how sector rotation works and highlighting specific exchange traded funds, you can
透過理解板塊輪動的運作方式，並重點介紹特定的交易所交易基金（ETF），
03:53
apply this strategy in your investment decisions.
你可以將此策略應用於投資決策中。
03:57
Real world examples of how different sectors performed during recent market cycles can make this concept more
不同板塊在近期市場週期中表現的實際案例，能讓這個概念更易於理解與實踐。
04:03
accessible and actionable.
且更具實用性。

What Are The Best ETFs For Sector Rotation? - Learn About Economics

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📝 影片摘要

本單元介紹了如何透過類股輪動策略最大化投資報酬，特別是利用ETF作為工具。類股輪動是根據經濟週期的不同階段（擴張、高峰、收縮、復甦）調整投資組合，以捕捉不同類股在特定經濟環境下的優異表現。影片詳細說明了適合類股輪動的ETF種類，包括Spider選擇性類股ETF、主動型產業輪動ETF，以及動能模型策略。此外，影片也探討了類股輪動的挑戰，如準確識別經濟週期階段和掌握輪動時機，並提供實務上的應用建議。

📌 重點整理

  • ✓ 類股輪動是一種根據經濟週期調整投資組合的策略，旨在捕捉不同類股在特定經濟階段的表現。
  • ✓ 經濟週期通常包含四個階段：擴張、高峰、收縮與復甦，不同類股在不同階段表現各異。
  • ✓ ETF是進行類股輪動的熱門工具，因為它們提供簡便的方式進入多種類股。
  • ✓ Spider選擇性類股ETF（如科技、消費品、公用事業等）是常用的類股輪動工具。
  • ✓ 主動型產業輪動ETF（如Spider SSGA和BlackRock產業輪動ETF）結合定量和定性分析，優化資產配置。
  • ✓ 動能模型策略可自動化輪動過程，透過規則選擇表現優異的類股ETF。
  • ✓ 類股輪動需根據經濟訊號（如利率變動、消費者信心）調整投資組合。
  • ✓ 類股輪動的主要挑戰在於準確識別經濟週期階段和掌握輪動時機，以避免過高交易成本。
📖 專有名詞百科 ｜點擊詞彙查看維基百科解釋
部門
sector
輪動
rotation
擴張
expansion
收縮
contraction
非必需的
discretionary
必需品
staples
分配
allocate
定量的
quantitative
動能
momentum
自動化
automate

🔍 自訂查詢

📚 共 10 個重點單字
sector /ˈsɛktər/ noun
a part of the economy or market that includes specific types of businesses or industries
部門；類股
📝 例句
"Sector rotation is an investment strategy where investors shift their holdings among different sectors of the economy based on changing economic conditions."
→ 類股輪動是一種投資策略，投資者根據變化的經濟環境，在不同的經濟類股之間轉移其持股。
✨ 延伸例句
"The technology sector has shown significant growth this year."
→ 今年科技類股表現出顯著成長。
rotation /roʊˈteɪʃən/ noun
the process of moving or shifting from one position or sector to another
輪動；輪換
📝 例句
"Sector rotation is an investment strategy where investors shift their holdings among different sectors of the economy based on changing economic conditions."
→ 類股輪動是一種投資策略，投資者根據變化的經濟環境，在不同的經濟類股之間轉移其持股。
✨ 延伸例句
"The fund manager uses a rotation strategy to adapt to market changes."
→ 基金經理使用輪動策略來適應市場變化。
expansion /ɪkˈspænʃən/ noun
a phase in the economic cycle characterized by growth and increasing economic activity
擴張；經濟擴張期
📝 例句
"Different sectors perform better at different stages, for instance, technology and consumer discretionary sectors often thrive during expansion."
→ 不同類股在不同階段的表現各異，例如，科技與非必需性消費品類股通常在擴張期表現亮眼。
✨ 延伸例句
"The economy is currently in a phase of rapid expansion."
→ 經濟目前處於快速擴張階段。
contraction /kənˈtrækʃən/ noun
a phase in the economic cycle characterized by declining economic activity
收縮；經濟收縮期
📝 例句
"Different sectors perform better at different stages, for instance, technology and consumer discretionary sectors often thrive during expansion, while utilities and consumer staples may excel during contraction or uncertainty."
→ 不同類股在不同階段的表現各異，例如，科技與非必需性消費品類股通常在擴張期表現亮眼，而公用事業與必需性消費品類股則可能在收縮或不確定時期表現出色。
✨ 延伸例句
"The economy entered a period of contraction last quarter."
→ 經濟在上個季度進入了收縮期。
discretionary /dɪˈskrɛʃəˌnɛri/ adjective
relating to consumer goods or services that are non-essential but desirable
非必需的；可自由支配的
📝 例句
"For instance, technology and consumer discretionary sectors often thrive during expansion."
→ 例如，科技與非必需性消費品類股通常在擴張期表現亮眼。
✨ 延伸例句
"Consumer discretionary spending tends to increase during economic booms."
→ 在經濟繁榮期間，非必需性消費支出往往會增加。
staples /ˈsteɪpəlz/ noun
essential consumer goods that are always in demand, such as food and household items
必需品；日常用品
📝 例句
"while utilities and consumer staples may excel during contraction or uncertainty."
→ 而公用事業與必需性消費品類股則可能在收縮或不確定時期表現出色。
✨ 延伸例句
"Investing in consumer staples can provide stability during economic downturns."
→ 在經濟衰退期間，投資必需品類股可以提供穩定性。
allocate /ˈæləˌkeɪt/ verb
to distribute resources or investments for a particular purpose
分配；配置
📝 例句
"For example, the Spider SSGA United States sector rotation exchange traded fund uses both quantitative and qualitative analysis to allocate capital among sectors."
→ 例如，Spider SSGA 美國產業輪動ETF 同時採用定量與定性分析來配置各產業間的資本。
✨ 延伸例句
"The fund manager decided to allocate more resources to the technology sector."
→ 基金經理決定分配更多資源到科技類股。
quantitative /ˈkwɒntɪtətɪv/ adjective
relating to or involving the measurement of quantity or amounts
定量的
📝 例句
"For example, the Spider SSGA United States sector rotation exchange traded fund uses both quantitative and qualitative analysis to allocate capital among sectors."
→ 例如，Spider SSGA 美國產業輪動ETF 同時採用定量與定性分析來配置各產業間的資本。
✨ 延伸例句
"Quantitative analysis is essential for evaluating investment performance."
→ 定量分析對於評估投資績效至關重要。
momentum /moʊˈmɛntəm/ noun
the strength or force gained by motion or by a series of events, often used in financial contexts to describe the trend of price movements
動能；勢頭
📝 例句
"Momentum based models are another strategy."
→ 動能模型是另一種策略。
✨ 延伸例句
"The stock has strong momentum and is expected to continue rising."
→ 這支股票具有強勁動能，預計將繼續上漲。
automate /ˈɔtəˌmeɪt/ verb
to convert a process or system to operate automatically
自動化
📝 例句
"This method can help automate the rotation process and improve risk adjusted returns."
→ 此方法有助於自動化輪動過程並提升經風險調整後的報酬。
✨ 延伸例句
"The company plans to automate its production line to increase efficiency."
→ 公司計劃自動化其生產線以提高效率。
🎯 共 10 題測驗

1 What is sector rotation? 什麼是類股輪動？ What is sector rotation?

什麼是類股輪動？

✅ 正確！ ❌ 錯誤，正確答案是 B

Sector rotation is an investment strategy where investors shift their holdings among different sectors of the economy based on changing economic conditions.

類股輪動是一種投資策略，投資者根據變化的經濟環境，在不同的經濟類股之間轉移其持股。

2 How many phases are typically included in an economic cycle? 經濟週期通常包含幾個階段？ How many phases are typically included in an economic cycle?

經濟週期通常包含幾個階段？

✅ 正確！ ❌ 錯誤，正確答案是 C

Economic cycles typically include four phases: expansion, peak, contraction, and recovery.

經濟週期通常包含四個階段：擴張、高峰、收縮與復甦。

3 Which sectors often thrive during the expansion phase? 在擴張階段，哪些類股通常表現亮眼？ Which sectors often thrive during the expansion phase?

在擴張階段，哪些類股通常表現亮眼？

✅ 正確！ ❌ 錯誤，正確答案是 B

Technology and consumer discretionary sectors often thrive during expansion.

科技與非必需性消費品類股通常在擴張期表現亮眼。

4 Which ETFs are mentioned as effective for sector rotation strategies? 影片中提到哪些ETF適合類股輪動策略？ Which ETFs are mentioned as effective for sector rotation strategies?

影片中提到哪些ETF適合類股輪動策略？

✅ 正確！ ❌ 錯誤，正確答案是 C

The video mentions Spider Select Sector ETFs and active industry rotation ETFs as effective tools for sector rotation.

影片提到Spider選擇性類股ETF和主動型產業輪動ETF是進行類股輪動的有效工具。

5 What is the purpose of the Spider SSGA United States Sector Rotation ETF? Spider SSGA 美國產業輪動ETF的目的是什麼？ What is the purpose of the Spider SSGA United States Sector Rotation ETF?

Spider SSGA 美國產業輪動ETF的目的是什麼？

✅ 正確！ ❌ 錯誤，正確答案是 B

The Spider SSGA United States Sector Rotation ETF uses both quantitative and qualitative analysis to allocate capital among sectors.

Spider SSGA 美國產業輪動ETF 同時採用定量與定性分析來配置各產業間的資本。

6 What is a momentum-based model in sector rotation? 在類股輪動中，動能模型是什麼？ What is a momentum-based model in sector rotation?

在類股輪動中，動能模型是什麼？

✅ 正確！ ❌ 錯誤，正確答案是 B

Momentum-based models use rules-based processes to select the top-performing sector ETFs over a specific period.

動能模型採用基於規則的流程，選擇在特定期間內表現最佳的類股ETF。

7 What is one of the main challenges of sector rotation? 類股輪動的主要挑戰之一是什麼？ What is one of the main challenges of sector rotation?

類股輪動的主要挑戰之一是什麼？

✅ 正確！ ❌ 錯誤，正確答案是 B

The main challenge with sector rotation is accurately identifying the current stage of the economic cycle as economic indicators can be ambiguous.

類股輪動的主要挑戰在於準確識別經濟週期的當前階段，因為經濟指標可能具有模糊性。

8 Which sectors may become more attractive during periods of falling interest rates? 在利率下降期間，哪些類股可能變得更具吸引力？ Which sectors may become more attractive during periods of falling interest rates?

在利率下降期間，哪些類股可能變得更具吸引力？

✅ 正確！ ❌ 錯誤，正確答案是 B

During periods of falling interest rates, real estate and utilities may become more attractive.

在利率下降期間，房地產和公用事業可能會變得更具吸引力。

9 What is the goal of the main sector rotation ETFs? 主要類股輪動ETF的目標是什麼？ What is the goal of the main sector rotation ETFs?

主要類股輪動ETF的目標是什麼？

✅ 正確！ ❌ 錯誤，正確答案是 A

The main sector rotation ETFs aim to outperform the SNP500 in rising markets while limiting losses during downturns.

主要類股輪動ETF旨在於上漲行情中超越SNP500，同時在下跌期間限制虧損。

10 What is the purpose of the Bond Blocks US Dollar High Yield Sector Rotation ETF? Bond Blocks 美元高收益產業輪動ETF的目的是什麼？ What is the purpose of the Bond Blocks US Dollar High Yield Sector Rotation ETF?

Bond Blocks 美元高收益產業輪動ETF的目的是什麼？

✅ 正確！ ❌ 錯誤，正確答案是 B

The Bond Blocks US Dollar High Yield Sector Rotation ETF offers a similar approach for bonds rotating between different high yield sectors.

Bond Blocks 美元高收益產業輪動ETF為債券提供類似的方法，在不同高收益產業間進行輪動。

測驗完成！得分： / 10

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