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Kevin O’Leary Targets Global Internet Giants

By: Jim Woods
Editor, Successful Investing and Intelligence Report
07/16/2018 5:00 am EST
Focus: ETFS

O’Shares Global Internet Giants ETF (OGIG) is the newest addition to O’Shares’ growing list of ETFs that are focused on long-term wealth management, asserts Jim Woods, fund expert and editor of Successful Investing.

O’Shares Chairman Kevin O’Leary shared an example of the rule-based active management at work at O’Shares when the Trump tax cuts took place.

To tap the opportunity, O’Shares management took advantage by rebalancing holdings towards a heavier allocation in strongly profitable small-cap companies that had the majority of their revenues in the United States, as opposed to overseas, since these were the companies that stood to gain the most.

With the explosion of advancements in e-commerce and internet technology, O’Shares rolled out OGIG on June 5, 2018, and it could hardly have come at a more appealing time. OGIG’s focus is on internet-related companies that exhibit certain growth and quality characteristics.

More specifically, the fund measures quality using a monthly “cash burn rate,” or how much investor capital is spent per month. It also measures growth primarily by revenue growth rate.

OGIG screens the 1,000 largest U.S.-listed companies, the 500 largest European companies, the 500 largest Pacific basin companies and the 500 largest emerging market companies for stocks that best match the aforementioned quality and growth characteristics.

As part of its investment strategy, OGIG believes in the potential of the Chinese internet companies. In a recently released report, O’Shares revealed that e-commerce sales in China hit $1.1 trillion in 2017, which represents more than 21% of the $5.6 trillion in total retail sales. Furthermore, in the last three years, e-commerce in China has grown over 145%.

After its inception, OGIG’s share prices soon hit a high of $26 before retreating to the $24 level. Keep in mind that OGIG only has been in existence for less than a month, so looking solely at the numbers can be misleading, especially since technology and e-commerce companies have come under pressure lately due to the possibility of a trade war. The fund has an expense ratio of 0.48%.

From a sector perspective, OGIG is 74% invested in information technology and 25% in consumer discretionary. As far as country exposure goes, some of the biggest are the United States, 55%; China, 31%; and the United Kingdom, 5%.

For investors who are looking to hold a stake in the growing internet technology and e-commerce sectors, consider buying shares in O’Shares Global Internet Giants ETF.

Read story on Money Show

OGIG Fund Page | OGIG Holdings

Name (As of 12/05/2019)CountrySectorFund Weight
Alibaba Group Holding LtdCNConsumer Discretionary6.61%
Alphabet IncUSCommunication Services6.33%
Facebook IncUSCommunication Services6.08%
Amazon.com IncUSConsumer Discretionary5.56%
Microsoft CorpUSInformation Technology4.80%
Tencent Holdings LtdCNCommunication Services4.32%
Meituan DianpingCNConsumer Discretionary2.29%
Netflix IncUSCommunication Services2.27%
salesforce.com IncUSInformation Technology2.21%
Shopify IncCAInformation Technology1.80%
Zillow Group IncUSCommunication Services1.77%
Adobe IncUSInformation Technology1.76%
ServiceNow IncUSInformation Technology1.74%
MercadoLibre IncARConsumer Discretionary1.73%
Bilibili IncCNCommunication Services1.56%
Delivery Hero SEDEConsumer Discretionary1.55%
Takeaway.com NVNLConsumer Discretionary1.47%
Xero LtdNZInformation Technology1.47%
Smartsheet IncUSInformation Technology1.43%
Snap IncUSCommunication Services1.41%
Coupa Software IncUSInformation Technology1.40%
Okta IncUSInformation Technology1.39%
Zoom Video Communications IncUSInformation Technology1.38%
Trade Desk Inc/TheUSInformation Technology1.36%
Atlassian Corp PLCGBInformation Technology1.35%
MongoDB IncUSInformation Technology1.34%
Zscaler IncUSInformation Technology1.29%
Anaplan IncUSInformation Technology1.28%
Twilio IncUSInformation Technology1.25%
Tencent Music Entertainment GrCNCommunication Services1.24%
DocuSign IncUSInformation Technology1.24%
RingCentral IncUSInformation Technology1.21%
Zendesk IncUSInformation Technology1.21%
Splunk IncUSInformation Technology1.16%
Spotify Technology SASECommunication Services1.15%
Zynga IncUSCommunication Services1.13%
YY IncCNCommunication Services1.03%
Workday IncUSInformation Technology1.01%
Avalara IncUSInformation Technology0.99%
Just Eat PLCGBConsumer Discretionary0.96%
Pinterest IncUSCommunication Services0.91%
Elastic NVUSInformation Technology0.91%
Wix.com LtdILInformation Technology0.90%
Palo Alto Networks IncUSInformation Technology0.90%
HubSpot IncUSInformation Technology0.84%
JD.com IncCNConsumer Discretionary0.78%
Match Group IncUSCommunication Services0.72%
Etsy IncUSConsumer Discretionary0.71%
Wayfair IncUSConsumer Discretionary0.70%
Proofpoint IncUSInformation Technology0.70%
Trip.com Group LtdCNConsumer Discretionary0.68%
Momo IncCNCommunication Services0.65%
Fortinet IncUSInformation Technology0.64%
Grubhub IncUSConsumer Discretionary0.61%
Zalando SEDEConsumer Discretionary0.60%
NetEase IncCNCommunication Services0.53%
Intuit IncUSInformation Technology0.51%
IAC/InterActiveCorpUSCommunication Services0.50%
Twitter IncUSCommunication Services0.47%
VMware IncUSInformation Technology0.47%
Rakuten IncJPConsumer Discretionary0.47%
Temenos AGCHInformation Technology0.47%
Booking Holdings IncUSConsumer Discretionary0.46%
Baidu IncCNCommunication Services0.39%
Z Holdings CorpJPCommunication Services0.38%
Autohome IncCNCommunication Services0.35%
Expedia Group IncUSConsumer Discretionary0.28%
Electronic Arts IncUSCommunication Services0.25%
VeriSign IncUSInformation Technology0.24%
eBay IncUSConsumer Discretionary0.20%
Activision Blizzard IncUSCommunication Services0.16%
AUSTRALIAN DOLLARCash0.00%
BRITISH POUNDCash0.00%
CANADIAN DOLLARCash0.00%
DANISH KRONECash0.00%
EUROCash0.00%
HONG KONG DOLLARCash0.00%
ISRAELI SHEKELCash0.00%
JAPANESE YENCash0.00%
SOUTH KOREA WONCash0.00%
NEW ZEALAND DOLLARCash0.00%
NORWEGIAN KRONECash0.00%
SINGAPORE DOLLARCash0.00%
SWEDISH KRONACash0.00%
SWISS FRANCCash0.00%
US DOLLARCash0.08%
Holdings subject to change.

Companies involved with the internet, technology and e-commerce are exposed to risks associated with rapid advances in technology, obsolescence of current products and services, the finite life of patents and the constant threat of global competition and substitutes.


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  • Why Shark Tank Star Kevin O’Leary Is Doubling Down on Internet StocksJune 10, 2018 - 6:30 PM
  • Shark Tank Star Kevin O’Leary Reveals How to Prosper in Volatile MarketsJune 5, 2018 - 11:16 AM
  • FFCM LLC and O’Shares ETF Investments announce the proposed reorganizationApril 16, 2018 - 5:01 PM
  • Kevin O’Leary On How His E-Commerce And Internet ETF Is Thriving In A Volatile MarketJune 26, 2019 - 3:09 PM
  • Kevin O’Leary’s O’Shares Internet ETF ‘OGIG’ Can Keep AscendingApril 15, 2019 - 5:47 PM
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  • Inside the ICE House: Kevin O’Leary stars in our own Shark WeekJuly 26, 2018 - 10:45 AM
  • Breaking Down the ETF Explosion with Kevin O’LearyJuly 20, 2018 - 12:00 PM
  • Kevin O’Leary launches new global internet ETFJuly 18, 2018 - 9:12 AM
  • Why Netflix Stock Is Still a Buy: Shark Tank Star Kevin O’LearyJuly 17, 2018 - 2:50 PM
  • Kevin O’Leary Targets Global Internet GiantsJuly 16, 2018 - 6:26 PM
  • O’Shares ETF Investments announces the approval and subsequent closing of the reorganization from FQF Trust into OSI ETF TrustJune 25, 2018 - 2:00 PM
  • Using the OGIG ETF to Invest In Global Internet Growth and E-Commerce DisruptionJune 13, 2018 - 3:26 PM
  • Why Shark Tank Star Kevin O’Leary Is Doubling Down on Internet StocksJune 10, 2018 - 6:30 PM
  • A New Internet ETF Makes InroadsJune 10, 2018 - 6:19 PM
  • ETF Launch: O’Shares Global Internet Giants ETF (NYSE: OGIG)June 6, 2018 - 4:56 PM
  • O’Leary’s O’Shares Introduces An ‘Internet Giants’ ETFJune 6, 2018 - 12:14 PM
  • There Is No Tech Bubble; Embrace The Growth – Kevin O’LearyJune 5, 2018 - 2:02 PM
  • Internet Giants ETF LaunchesJune 5, 2018 - 12:06 PM
  • O’Shares ETF Investments Launches O’Shares Global Internet Giants ETF (Ticker OGIG)June 5, 2018 - 10:46 AM
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  • O’Shares ETF Investments Launches O’Shares Global Internet Giants ETF (Ticker OGIG)June 5, 2018 - 10:46 AM
  • FFCM LLC and O’Shares ETF Investments announce the proposed reorganizationApril 16, 2018 - 5:01 PM

Before you invest in O’Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please view or download a prospectus. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The Funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. A Fund's emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, a Fund's investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund's returns. See the prospectus for specific risks regarding the Funds.

The securities of small capitalization companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of securities during market downturns. Compared to larger companies, small capitalization companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.

Companies involved with Internet technology and e-commerce are exposed to risks associated with rapid advances in technology, obsolescence of current products and services, the finite life of patents and the constant threat of global competition and substitutes.

Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns. The market price of Shares can be at, below, or above NAV. Market Price returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined), and do not represent the returns you would receive if you traded Shares at other times.

O’Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares ETF Investments or any of its affiliates.

© 2019 O'Shares ETF Investments. All rights reserved.
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