I’m a forever optimist. I believe innovation and technology will lead the way, advancing our society beyond our wildest imagination.
I also believe in the United States. Maybe it’s because I was born here, but there’s a deep sense of patriotism ingrained in me. And it’s hard to argue with the idea that everyone deserves an equal shot at success and access to clean food, water, energy, and education.
Welcome to the “United States of Software & Services.”
This year the SPDR S&P Software & Services ETF (XSW) has been up 38%. Since Election Day, it’s risen nearly 20% alone.
Three Reasons to Own XSW
1. 💼 Pro-Business Policies
President-elect Trump is pro-business. His administration will likely focus on reducing taxes and easing regulations, which could boost business spending and benefit the tech services sector.
2. 🦾 The AI Boom
Artificial Intelligence (AI) is transforming industries across the board. Adoption rates are skyrocketing, and it’s poised to impact every business and field.
Plus, Trump’s hands-off approach to AI regulation could further fuel innovation and growth in this space.
3. 📊 Historical Outperformance
Let’s look at XSW’s performance during Trump’s last presidency:
- On January 20, 2017, XSW opened at $56.28.
- Four years later, it closed at $160.56. That’s a percentage gain of 185%.
Compare this to the SPDR S&P 500 ETF Trust (SPY), which grew nearly 70% during the same period.
Simply put, the Software & Services ETF more than doubled the benchmark.
“History doesn’t repeat itself, but it often rhymes”. – Mark Twain (probably)
Artificial Intelligence wasn’t even a factor in Trump’s last presidency.
ChatGPT, an AI powered computer program that talks with you, didn’t officially launch until 2022.
Every day, new AI companies, software, and technologies are reshaping the business world.
This trend is likely to continue—and accelerate—over the next four years.
While history doesn’t always repeat itself, it often rhymes. This time, the growth could be exponential.