An ETF Portfolio For Biden Win拜登获胜的ETF投资组合

BBC latest poll of polls:

CNBC latest poll: 

"Biden leads President Donald Trump 51% to 40%, a two-point increase from the June poll and six points better than April. The poll of 800 registered voters nationwide found the President's overall approval rating remains negative by 11 points at 42-53% , around the average of his presidency.  A ranking of the issues by voters shows the President's task is difficult. Voters chose health care and handling the pandemic as the top two election issues, two issues where voters break for Biden. The economy and law and order were next, issues that break for President Trump. Voters also ranked the candidates' “personal character and integrity” as a top issue. Those responding that it was their most important issue favored Biden by 66% to 29%. Three of the least important issues — taxes, immigration and relations with china — are most critical to Trump voters. Climate change, a top issue for Biden, also ranks low on the list."

The latest poll points to Biden likely winning the election. Biden has vowed to expand the Affordable Care Act, the health care overhaul that former President Barack Obama signed into law in 2010. This would be bullish for health care stocks such as pharmaceuticals and biotechnology firms. One of the centerpieces of Biden's platform is a focus on infrastructure spending and investing in sustainability and clean energy. So infrastructure ,clean energy and electric vehicle companies would do well.  In the case of corporate tax hike if Biden win, big cap tech stocks such as Facebook (FB), Amazon (AMZN), Apple(AAPL), Netflix(NFLX) and Alphabet (GOOG) could dip. Democratic Vice-presidential candidate Sen. Kamala Harris said during the vice presidential debate :“We will decriminalize marijuana, and we will expunge the records of those how have been convicted of marijuana.” This should benefit cannabis stocks. Also the anxiety over a delay result of the election  should raise stock market volatility. The volatility index will likely stay high and may surge. Considering all of the above, I am selecting the following ETFs to get ready for Biden winning the presidency:

Health Care Sector ETF: XLV (106.33)

Global Infrastructure ETF: IGF (39.79)

Clean Energy Sector ETF: ICLN (19.60)

Autonomous & Electric Vehicles ETF: DRIV (17.84)

Cannabis Sector ETF: MJ (11.06)

FANG+ index -3X inverse ETN: FNGD (7.51)

VIX Short-Term Futures ETF: UVXY(18.83)

英国广播公司（BBC）最新的综合民调查：

CNBC最新民意调查：

"CNBC最新民意调查显示拜登（Biden）领先唐纳德·特朗普（Donald Trump）总统51％对40％，比6月的民意调查高出两点，比四月高出六点。在全国范围内对800名注册选民进行的民意调查显示，总统的总体支持率仍为-11点，为42-53％，约为总统任期的平均值。选民对问题的排名显示，特朗普的连任会很困难。选民们选择卫生保健和应对大流行作为选举的头两个议题，这是选民支持拜登的两个议题。接下来是经济和法律与秩序，这对于特朗普总统来说是有利的。选民还把候选人的“人格和正直”列为头号议题。那些回答说这是他们最重要议题的人对拜登的支持率是66％对29％。最不重要的三个议题为-税收，移民和与中国的关系-但对于特朗普选民来说至为关键。气候变化是拜登的头号议题，但它的关键性却排在很后。"

最新民调指向拜登很可能在选举中获胜。拜登曾发誓要扩大《平价医疗法案》（Affordable Care Act），这是前总统巴拉克·奥巴马（Barack Obama）在2010年签署成为法律的医疗改革方案。拜登平台的核心内容之一是专注于基础设施支出以及对可持续性和清洁能源的投资。因此，基础设施，清洁能源和电动汽车公司将会得益。在拜登获胜而提高公司税的情况下，Facebook（FB），Amazon（AMZN），Apple（AAPL），Netflix（NFLX）和Alphabet（GOOG）等大型科技股可能会下跌。民主党副总统候选人参议员卡玛拉·哈里斯（Kamala Harris）在副总统辩论中曾说：“我们将使大麻合法化，并删除那些被判犯有大麻罪的记录。”这将使大麻股票受益。另外对选举可能不能立刻有结果的担忧将会加剧股市波动。波动率指数可能会保持高位并可能会激涨。考虑到以上所有因素，我选择以下的ETF投资组合为拜登赢得总统做好准备：

医疗保健行业ETF：XLV (106.33)

全球基础设施ETF：IGF (39.79)

清洁能源行业ETF：ICLN (19.60)

自主和电动汽车ETF：DRIV (17.84)

大麻行业ETF：MJ (11.06)

FANG +指数-3X 看跌ETN：FNGD (7.51)

VIX短期期货ETF：UVXY (18.83)