Here's seven best ETFs to invest in this year under the Trump administration.
以下是今年在川普政府下值得投資的七檔最佳ETF。
00:04
Donald Trump is the new president of the USA and Trump has so many new policies in place and even long-term plans for the economy that could honestly make the stock market skyrocket by the end of his second term.
So in this video, I'm going to help you navigate this new kind of confusing, very volatile Trump presidency with seven of the best ETFs to invest in right now this year and even in the future and beyond.
Because if you want to make the most amount of money in the stock market, investing for just one year is not optimal for the most amount of gains.
因為如果你想在股市中賺到最多的錢，只投資一年並不是追求最大獲利的最佳策略。
00:35
If you want to have the most amount of money possible and make the most amount of money possible, you have to invest for many, many decades and many, many years.
若你想擁有並賺取最多的錢，就必須投資數十年、許許多多的年頭。
00:42
So that's why I want you to be a long-term investor.
所以這就是為什麼我希望你成為一位長期投資者。
00:45
There's so many things going on with this new Trump administration like tariffs, interest rates potentially going down, fear of a large capital tech bubble, tax cuts, recession fears and so much more.
And yes, with all those things going on, I've still been investing consistently in my own ETF portfolio no matter what happens.
沒錯，即使有這麼多事情在發生，無論發生什麼事，我仍然持續投資我自己的 ETF 投資組合。
01:03
I'll still buy all of my favorite ETFs in my over six figure ETF portfolio.
我依然會持續買進我那超過六位數的 ETF 投資組合中，所有我最愛的 ETF。
01:08
Before we get started, I just want to say that Trump is a businessman and he also wants to leave America better off than he found it.
在開始之前，我只想說川普是個商人，他也希望讓美國比他接手時更好。
01:15
Now what I mean by that is hopefully a booming economy, the stock market back to all-time highs and even more as well as more wealth in this generation.
我的意思是，希望看到經濟蓬勃發展、股市重回歷史高點甚至更高，以及這一代人能累積更多財富。
01:23
Now all those things sound great and all, but there's a catch.
聽起來這些事情都很棒，但事情可沒那麼簡單。
01:27
The stock market will definitely be volatile, very, very volatile.
股市絕對會波動，非常、非常地波動。
01:31
It will definitely go up, it will go down, it will bounce all over the place and just go erratically everywhere.
它絕對會上漲，但也會下跌，四處彈跳，完全毫無章法地到處亂竄。
01:37
And that's completely normal and that's completely okay because stocks don't just vertical line and there will definitely be sector rotations, market rotations in this new market cycle.
But if you have a long-term mindset and plan to dollar cost average or DCA along the way, then all of these seven ETFs are all for you, so let's get started.
The first ETF is an S&P 500 fund or a broader market ETF.
第一檔 ETF 是一檔 S&P 500 基金，或是一檔更廣泛的市場 ETF。
02:02
Four of my favorite are Vu by Vanguard as PLG by State Street, VTI by Vanguard and even VT by Vanguard.
我最推薦的四檔分別是先鋒的 VU、State Street 的 PLG、先鋒的 VTI，甚至還有先鋒的 VT。
02:09
All of these ETFs are literally some of the best ETFs for long-term investing because you literally have hundreds if not thousands of companies with so many sectors of the stock market all in one convenient ETF.
If you want to invest in 500 of the largest companies in the USA, meaning large caps only, then go with either Vu or SPLG.
如果您想投資美國最大的500家公司，也就是只投資大型股，那麼就選擇 Vu 或 SPLG。
02:32
Want thousands of large caps, mid caps and even small cap companies, then go with VTI.
如果您想要數千檔大型股、中型股甚至小型股，那就選擇 VTI。
02:37
And if you want thousands of large, mid and even small cap companies and even international stocks, then go with VT.
而如果您想要數千檔大型股、中型股甚至小型股，甚至還包含國際股票，那麼就選擇 VT。
02:44
All of these ETFs have a solid dipped in yield of around 1 to 2%.
這些 ETF 的殖利率都很穩健，約在 1% 到 2% 之間。
02:47
All of their expense ratios are also insanely low.
它們的費用比率也都低得驚人。
02:50
And lastly, their performance has been amazing, averaging over double-digit returns annually over the last 5 and even 10 years.
最後，它們的表現也非常出色，過去五年甚至十年的平均年化報酬率都達到兩位數以上。
02:58
Now, in my opinion, I think that everybody should at least have this ETF category in their portfolio no matter what happens under Trump.
在我看來，我認為無論川普任內發生什麼事，每個人都應該在自己的投資組合中至少配置這類ETF。
03:06
Because I personally have around $100,000 invested in both VOO and VTI across all my investing accounts.
因為我個人在所有投資帳戶中，大約各投入了十萬美元在 VOO 和 VTI 這兩檔 ETF 上。
03:19
The second ETF is a growth ETF.
第二檔則是成長型 ETF。
03:22
Growth ETFs are definitely going to be the most volatile ETFs that you can think of, but they can also offer potentially the highest returns possible in the stock market.
成長型 ETF 絕對是你所能想到波動性最高的 ETF，但它們也可能為你帶來股市中最高的潛在報酬。
03:31
They also have the highest risk possible, but also the highest returns possible.
它們同時也具備最高的風險，但也可能帶來最高的報酬。
03:35
But yet, they also do have some of the largest and most profitable companies in the stock market and some diversification as well.
不過，它們同樣持有一些股市中規模最大、最賺錢的公司，也具備一定的分散效果。
03:41
Some of my favorite growth ETFs are SHG by Charles Schwab, QQQM by Invesco, SPMO by Invesco as well, and then lastly, VONG or VONG by Vanguard.
Now, I invest in SHG as my top position in my Roth IRA, but I also hold QQQM as well.
目前，我在 Roth IRA 中以 SHG 作為我的主要持倉，不過我也持有 QQQM。
03:59
Now, in my opinion, SHG is a proper growth ETF, as it provides access to large cap US equities that exhibit growth-style characteristics, and this one is definitely my top choice.
There's exactly 228 stock holdings in this fund from top names like Apple, Nvidia, Microsoft, Amazon, Meta, and Broadcom.
這檔基金正好持有 228 檔股票，其中包含蘋果、輝達、微軟、亞馬遜、Meta 和博通等重量級企業。
04:19
Now, its top sectors are technology, followed by consumer discretionary, communication services, healthcare, and financials.
目前其主要投資比重為科技類股，其次依序為消費性非必需品、通訊服務、醫療保健以及金融類股。
04:26
A lower dividend yield is completely normal for any type of growth ETF.
對於任何類型的成長型 ETF 來說，較低的股息殖利率是完全正常的。
04:30
This one being around 0.4% and a low expense ratio as well of exactly 0.4%.
這檔的殖利率約為 0.4%，而其內扣費用率也同樣很低，正好是 0.4%。
04:36
The returns of this fund have been absolutely insane, of around 15% annually over the last decade, and around 20% annually over the last five years.
這支基金的表現簡直好到離譜，過去十年平均年報酬率約為 15%，而過去五年則達到將近 20%。
04:52
The third ETF is SmallCap ETFs.
第三檔 ETF 則是小型股 ETF。
04:55
Now, SmallCap ETFs definitely offer the highest upside possible in the Trump administration era, yet they also will have volatility as well, just like their large cap counterparts.
在川普執政時期，小型股 ETF 確實具備最高的上漲潛力，但同樣也會像大型股一樣出現波動。
05:05
However, SmallCap ETFs also offer diversification as well, since all the stocks in this video, or at least ETFs in this video, are large cap ETFs, which aren't including small caps in their fund.
Now, another thing is interest rates are expected to decrease, and even go down throughout Trump's presidency, which will allow small cap stocks and small cap ETFs to benefit as well when rates go down.
Now, not only that, but also tax cuts in even a looser regulatory environment, under Trump's new policies and mandates will also heavily benefit small cap ETFs as well.
此外，在川普的新政策與法規下，不僅如此，減稅加上更寬鬆的監管環境，也將讓小型股 ETF 獲益匪淺。
05:38
My three favorite small cap ETFs are XSMO by Nvesco, IWM by iShares, and my favorite of AVU-V by Vantis.
Now, small cap stocks are definitely super cheap and very low price compared to large cap stocks, from a valuation perspective.
從估值角度來看，目前小型股相對於大型股，絕對是超級便宜且價格非常低。
06:29
Now, the hope is that Trump has a post-economic boom and leads the economy in a very strong position, post his term, where small caps will definitely benefit if this happens.
Now, I know, I know, I know, I know that international stocks aren't the most fun, they're not the most hype, they're not the most like, not the most popular funds, but with Trump's tariffs in place, it will definitely push the world away from the USA and to international stocks, hopefully.
Three of my favorite are VXUS by Vanguard, VWO by Vanguard, and VA by Vanguard.
我最喜歡的三檔分別是 Vanguard 的 VXUS、VWO 以及 VA。
07:13
My top choice for this category is definitely going to be VXUS by Vanguard, because it has both developed and emerging markets for global diversified exposure that is not in the USA.
There's a whopping 8,580 stocks in this fund, so it has so many stocks in this one ETF.
這檔基金涵蓋了高達 8,580 檔股票，也就是說，單單這檔 ETF 就持有如此龐大的數量。
07:31
Some of its top holdings are Taiwan Semiconductor, Tencent, SAPSC, Alibaba, Novo, and ASML.
其前幾大持股包括台積電、騰訊、SAPSC、阿里巴巴、諾和諾德，以及 ASML。
07:39
Of course, we have every region and market that you can literally think of from emerging markets, Europe, North America, Pacific, Middle East, to virtually every developed emerging country, economically that you can think of as well.
The dividend yield is on the higher side of things of around 3%.
股息率約為 3%，算是偏高的水準。
07:54
The returns of international funds have been kind of slow and lackluster of around 5% to 7% annually over the last decade, but it's recently actually outperformed US stocks over the last year in 2025 and may continue as well in the future.
The fifth ETF category is twofold, either a dividend or a consumer staples ETF.
第五類 ETF 分為兩種，分別是高股息 ETF 或民生消費類 ETF。
08:22
Now, dividend ETFs are great because if we're in a recession, stock market crash, economic downturn, dividend stocks and dividend ETFs are amazing because they will still pay a dividend so you can have some cash flowing passive income no matter what.
Dividend ETFs also have more value stocks than growth stocks which are better during times of volatility which can also be great as well for more safer, stable, and more reliable returns.
Why I included consumer staples in an ETF category with a dividend ETF as well is because consumer staples also have the same characteristics as a dividend category would.
我之所以將消費必需品類與高股息 ETF 歸為同一類，是因為消費必需品同樣具備高股息類股的特質。
08:59
They have a dividend as well that's pretty good in my opinion.
在我看來，它們的股息也相當不錯。
09:03
Dividend growth and also value-oriented companies in this one sector for a relatively good sector as well during recessions, during booms, during any type of economic cycle, consumer staples ETFs are super, super crucial to the economy.
Now, if there's a recession or a volatility in the stock market, people will still spend so much money at these consumer staples companies in the consumer staples sector because they have so many sticky business models and products that people will literally spend all their money on any time of the day and time of the week at these companies
which makes it a super strong sector no matter what happens in the future and even during Trump's presidency. Three of my favorite dividend ETFs that can do well in the Trump era are VYM by Vanguard, HDV by iShares, and SCHD by Charles Schwab.
My top consumer staples sector ETF is definitely VDC or the Vanguard consumer staples ETF.
我最推薦的消費必需品產業 ETF 絕對是 VDC，也就是 Vanguard 消費必需品 ETF。
09:58
My top dividend ETF for 2025 is definitely going to be SCHD.
我2025年最推薦的股息ETF絕對是SCHD。
10:03
Now, if you want to know why, check out this video I made for you guys right here.
那麼，如果你想了解背後原因，不妨看看我為各位製作的這支影片。
10:07
Let's talk about VDC where this ETF has 103 companies.
我們來聊聊VDC，這檔ETF涵蓋了103家公司。
10:12
Some of its top holdings are ones that you all know and love like Costco, Walmart, Procter & Gamble, Coca-Cola, PepsiCo, and Philip Morris International.
它的一些主要持股，都是大家耳熟能詳且喜愛的品牌，像是 Costco、Walmart、Procter & Gamble、Coca-Cola、PepsiCo 以及 Philip Morris International。
10:20
In terms of its dividend yield, it's around 2.3% with a low expense ratio as well of exactly 0.09 The returns of this sector have been pretty solid of around 8% returns annually over the last decade and over 11% returns over the last 5 years. So if you want recession-proof,
Trump-proof, and even bulletproof ETFs like these ones, this category is definitely going to be one for you.
這種能抵禦川普衝擊、甚至堪稱防彈的 ETF，這類商品絕對是你的最佳選擇。
10:45
The sixth ETF is a sleeper and it's a gold ETF.
第六檔 ETF 是一檔潛力股，而且它是一檔黃金 ETF。
10:56
A commodity like gold is definitely one of the safer assets for investors during times of uncertainty and volatility as well. Usually when stocks fall, investors flock to gold for a flight for safety. Gold is also a very diversifiable asset because it's very uncorrelated to both
stocks and even uncorrelated to bonds on average as well.
與股票的相關性很低，甚至與債券的平均相關性也很低。
11:17
My favorite gold ETF is IAU, the iShares Gold Trust ETF.
我最愛的黃金 ETF 是 IAU，也就是 iShares Gold Trust ETF。
11:22
The iShares Gold Trust IAU ETF seeks to reflect generally the performance of the price of gold, where it's used to diversify your portfolio and protect against inflation as well.
iShares Gold Trust IAU ETF 旨在大致追蹤黃金價格的表現，也可用於分散您的投資組合並抵禦通膨。
11:33
And the returns have been amazing as well, where it's just recently been outperforming stocks as well, but in general it's done over 11% annually over the last 5 years and around 7% annually over the last decade.
The last ETF is going to be bonds. Bonds are considered the lowest correlated to stocks and they're also a fight to safety because they're backed by the US government.
Now my favorite type of bond is going to be short-term treasuries compared to longer-term bonds under the Trump administration because right now they offer the best risk-to-reward ratio.
Some of my favorite bond ETFs are going to be S-GOV and V-Bill.
我最喜歡的部分債券 ETF 將是 S-GOV 和 V-Bill。
12:16
V-Bill is a new Vanguard ETF with a low expense ratio of just 0.07% and a current bond yield of around 4.3%. Overall bonds are great because they offer downside protection and volatility reduction, which can be great because we're definitely going to be in a headwind of so much
volatility along the way, so keep bonds on your radar.
過程中難免會有波動，因此請持續關注債券。
12:44
Now if you want to see my entire ETF portfolio whenever I buy my own ETFs on a weekly basis of around $5,000 every single week, check out Blossom as a free investing app and the link in the description of this video, I'll see you there on Blossom.
Now if you guys like this video, please give it a like because there's a queue puppy did.
如果你喜歡這支影片，請幫我按個讚，因為有隻排隊的小狗需要你的支持。
13:07
Now if you guys want to see my latest update and my entire ETF portfolio, check out this video right here. Now if you want to see other great ETFs to invest in, check out this video right here. I love you guys so much.
