…an independent advisory firm building wealth with active portfolio management

Utility Sector buy list 240327

Today I bought into the Utility Sector with an overall portfolio positioning of ~20-25%.

One could choose to simply buy a sector focused ETF like XLU or take the time to purchase individual stocks.  Personally, I prefer the latter.

I purchased: 

BEP, CMS, CNP, D, DUK, EIX, ETR, EXC, FE, NEE, NI, PNW, POR, SO & XEL.

Tune into the next episode of the Wealthsteading Podcast to hear my rationale.

—————————————————–


Posted

in

by