access to model readings and commentary

WMA Roads, Bridges & Water Index

The WMA Roads, Bridges & Water Index is an investable index through the Interactive Broker and Foliofn platforms. The expense ratio for the tracker fund is 0.85%, lower than many specialty ETFs.  For help finding the index fund on Foliofn or Interactive Brokers, contact us directly.

Motivation for investing in the U.S. infrastructure theme:

The U.S. infrastructure is crumbling after years of neglect.  America’s infrastructure problems have been highlighted during the 2016 Presidential Election, the Flint, Michigan Water Crisis, and by warnings from the American Society of Civil Engineers.   America’s infrastructure problems will have to be addressed in the coming years and huge amounts of money will be spent. The WMA RB&W Index is the only U.S.-centric infrastructure index targeting specifically the likely beneficiaries from rebuilding America’s roads, bridges, and water infrastructure, weeding out the oil & gas names.  The index works back up the supply chains of non-investable private contractors who will receive large government contracts.

The latest monthly update is shown below (click on PDF link below if image does not appear).

Download (PDF, Unknown)