I deal mostly with ETFs and will have too many questions so I thought I could consolidate it here.

Thoughts on Utility focused ETFs? I'm currently looking for a LONG hold on all my ETFs. 10-30 years

UTES
PFFA

Would warmer summers in the future make something like this a good idea? Hurricanes?

UTES is
Leveraged Factor 100%
Actively Managed yes
Inverse Fund No
Portfolio Turnover 51%
Total holdings 18
Expense Ratio .49%

Thanks

I have XLU which is a decent long term hold

VGT and live on the dividends.

Warmer summers

Does anyone know some ETFs with Daikin and other HVAC companies in them? I'm also looking for HVAC based/supported ETFs

LMCane said:

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I have XLU which is a decent long term hold

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I wish i could have gotten in on this one July 24' or even better October 23'

Ugh

Saved though. I'll be watching and waiting for it to fall some

I track all the SPDR sector ETF's and subsector ETF's. Very very few are looking bullish at the moment. Would not be entering any of them right now without tight stops.

I'm exploring new ETFs. Interesting to watch, have not invested in any of these.

Direxion Daily BRKB Bull 2X Shares BRKU
Direxion Daily BRKB Bear 1X Shares BRKD Direxion Daily PLTR Bull 2X Shares PLTU
Direxion Daily PLTR Bear 1X Shares PLTD

PGIM S&P 500 Max Buffer ETF series, (PMJA) (ref SPY)
PGIM Nasdaq-100 Buffer 12 ETF series (PQJA) (ref. QQQ)
PGIM Laddered Nasdaq-100 Buffer 12 ETF (invests in 4 other PGIM ETFs)

Calamos S&P 500 Structured Alt Protection ETF (CPSY) and Calamos Russell 2000 Structured Alt Protection ETF (CPRY) both supposedly provide "100% downside-protected exposure to their respective indexes over a one-year outcome period,"

techno-ag said:

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I'm exploring new ETFs. Interesting to watch, have not invested in any of these.

Direxion Daily BRKB Bull 2X Shares BRKU
Direxion Daily BRKB Bear 1X Shares BRKD Direxion Daily PLTR Bull 2X Shares PLTU
Direxion Daily PLTR Bear 1X Shares PLTD

PGIM S&P 500 Max Buffer ETF series, (PMJA) (ref SPY)
PGIM Nasdaq-100 Buffer 12 ETF series (PQJA) (ref. QQQ)
PGIM Laddered Nasdaq-100 Buffer 12 ETF (invests in 4 other PGIM ETFs)

Calamos S&P 500 Structured Alt Protection ETF (CPSY) and Calamos Russell 2000 Structured Alt Protection ETF (CPRY) both supposedly provide "100% downside-protected exposure to their respective indexes over a one-year outcome period,"

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I would be very interested in your take on these, once you've studied them more. My brother-in-law did some analysis on CPSY about 6 months ago, and never did pull the trigger on it. My back of the envelope study of it really liked the zero floor, but as I recall, the net after-expense cap was about 9%, which seemed a bit restrictive to me. I figured half the time, you'd get 9%, and somewhere around half the time you'd get half of the rest (so about 4.5%). So a hypothetical 6.75%, which didn't excite me that much. Now, I realize the flaws of my approach (the statistical returns are obviously shaped more like a bell curve/histogram than a simple average), but my gut told me the juice wasn't necessarily worth the squeeze.

I'll await a more proper analysis from one of you Brainiacs. :-D

Another sidebar: probably as good here as any other thread - I noticed a while back that ETF assets have officially surpassed mutual funds. I was convinced long ago about the superiority of ETFs, but my question is:

Are there any scenarios where a mutual fund is a better instrument to an ETF, if equivalent in holdings portfolio-wise?

I know that ETFs are usually more tax-efficient, and I like the ability to trade them intra-day. Their ability to hold derivatives and tracking mechanisms have opened up brand new avenues of investing. I guess maybe money market funds still only use the mutual fund wrapper (?), but are there other scenarios where ETFs don't excel?

Good question. I sank some into SWPPX and it's much higher than when I entered.

Should I close and use that for an ETF?

Aggie Dad 26 said:

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Good question. I sank some into SWPPX and it's much higher than when I entered.

Should I close and use that for an ETF?

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If this is in a long-term retirement account, there's no need at all (SWPPX has a great track record and a super-low .02% expense ratio). If you're trading shorter term, or moving money around frequently, moving to an ETF might be worth it for additional investments. As a real-world test, you could always put half of your new money in each, and after several years, compare returns and tax consequences to see which makes more sense for you.

Thank you!

I think I'm gonna hold. If the price per share drops again I'll add to it. I've been investing mostly in ETFs lately

Friendly discussion:

Why the sector specialization?

And why PFFA? That's usually an income play. Do you need income now?

It sounds like you are in the accumulation stage with 10-30 years.

Why not VOO/SCHD/SCHG in some combo and a smattering of stocks you believe will spice it up?

https://finance.yahoo.com/news/9-5-grind-9-800-151537162.html

FWIW

I read he has SCHD in his portfolio which makes me feel a little better

FinalCylon said:

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Friendly discussion:

Why the sector specialization?

And why PFFA? That's usually an income play. Do you need income now?

It sounds like you are in the accumulation stage with 10-30 years.

Why not VOO/SCHD/SCHG in some combo and a smattering of stocks you believe will spice it up?

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My portfolio is a mess. I have way too much overlap. I'm interested in ETFs that are heavy into HVAC if there even is one. I'm thinking HVAC could be very lucrative as far as stocks are concerned if the right cards are played

I hear you. Good thinking. Americans will always want AC.

Could always buy TT stock. Trane is expensive but it's nuked the SP 500 forever except in the last month. Lennox is way more expensive. Those 2 dominate the others I tried looking up.

Maybe you could assemble your own small portfolio of the companies that service HVAC? Kind of like a Drone Portfolio of: RCAT/KTOS/AVAV/PDYN/RTX. I've been thinking of small positions in each after I've done more research.

Trane/Lennox/Carrier/Johnson Controls

Those cover most of the HVAC market in US. Rheem is private, Dalian is shiite. The rest are quite small.

This was on the back of a napkin level diligence. But a good idea to explore buddy!

FinalCylon said:

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Trane/Lennox/Carrier/Johnson Controls

Those cover most of the HVAC market in US. Rheem is private, Dalian is shiite. The rest are quite small.

This was on the back of a napkin level diligence. But a good idea to explore buddy!

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Those are all individual companies (stocks) though, right?
Im hoping for an ETF that's HVAC focused. I do SWHFX which is health care based but I believe it's a mutual fund. Either way, something along those lines but HVAC

Aggie Dad 26 said:

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https://finance.yahoo.com/news/9-5-grind-9-800-151537162.html

FWIW

I read he has SCHD in his portfolio which makes me feel a little better

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Yup. I was excoriated here in another thread suggesting a similar tactic. But dividends can be good.

Yeah, they are individual stocks. I don't know of any HVAC ETF's.

At least 3 are in the S and P 500. Can own them with SPY or VOO.

MGK has been good to me over the last 6 years.