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XLU: Utility Dividend Spread To Treasuries Is Too Low, Creating Overvaluation Risk
Seeking Alpha· 2025-08-25 17:20
In March, I upgraded my outlook on The Utilities Select Sector SPDR® Fund ETF (NYSEARCA: XLU ) , in " Potential Against Slowing Economy And Resurgent Inflation ." My view was that utility stocks had similar bullish fundamentalsHarrison is a financial analyst who has been writing on Seeking Alpha since 2018 and has closely followed the market for over a decade. He has professional experience in the private equity, real estate, and economic research industry. Harrison also has an academic background in financ ...
BUI & DNP: Utility Funds Get Too Expensive
Seeking Alpha· 2025-07-18 05:49
投资组合策略 - Conservative Income Portfolio 专注于高安全边际的价值股投资 并通过期权降低波动性 [1] - Enhanced Equity Income Solutions Portfolio 旨在降低波动性的同时实现7-9%的收益率 [1] - Covered Calls Portfolio 提供低波动性收入投资 并注重资本保全 [2] - Fixed Income Portfolio 专注于购买高收益潜力且相对低估的证券 [2] 基金分析 - BlackRock Utilities Infrastructure & Power Opportunities Trust (BUI) 具有吸引力 并获得推荐 [2] 团队背景 - Trapping Value 团队拥有超过40年期权收入生成和资本保全经验 [3] - 团队运营Conservative Income Portfolio 并与Preferred Stock Trader合作 [3] - 投资组合包括两个创收组合和一个债券阶梯 [3]