Tag: ETF sectors and rotation

Full legalization of cannabis at the federal level isn’t expected to occur anytime soon, but on May 11, 2023 the U.S. Senate is expected to vote on the Secure and Fair Enforcement Banking (SAFE) Act. For this

The Invesco Solar ETF ( TAN C+ ) is the top-performing non-leveraged ETF over the past five years, a role the fund has held for several months. The bill promises to offer a raft of tax credits to help stimulate the

Producers would likely curb new drilling activity substantially and be forced to shut down certain areas of production or look at vertically integrating to lower operational costs and shield themselves from the

Midstream players with operations in the GOM are investing to grow capacity to transport crude oil produced offshore. Offshore production in the Gulf of Mexico (GOM) is poised for growth as new projects have

Renewable gasoline is not an alternative to electric vehicles, it’s just another option to get the carbon reductions we need. As noted in the video below, Toyota,

Taiwan Semiconductor reported a weak quarter as the semiconductor sector remains under pressure.The chip company continues to aggressively invest on signs of a chip bottom and signals from customers of strong future demand.Warren Buffett sold shares on geopolitical fears, yet signs suggest Berkshire should’ve loaded up on cheap shares.The stock is cheap at 13x ’24 EPS targets.

PBJ invests in U.S. food and beverage companies.While the headline IRR is on the lower side, it is not a very volatile ETF, and it is also inexpensive.The valuation would suggest that even if inflation persists and PBJ’s portfolio struggles to pass on the costs, the fund is still likely to beat inflation over the longer run.PBJ is a defensive bet, and probably only appealing to more risk-averse investors. It is however reasonably priced on the basis of earnings power and seems like a safe bet over the long run.

The Healthcare sector traditionally performs relatively well during recessionary periods.RYH is an equal-weighted ETF of the Healthcare stocks in the S&P 500. It has the best long-term relative chart of any sector in the index.RYH also has a relative Buy signal right now, and technically appears to be in a good relative zone for ownership.

“If you look at forecasts by the IEA, they say that we’ll grow, on the petrochemical side, three million barrels of oil or oil equivalents by 2030, and that half of our incremental crude demand between now and 2050 is

The International Energy Agency estimates that overall demand for the key minerals needed for clean energy technologies will double by 2040 if all companies hold to their climate target mandates that currently will

Internet companies like META and Alphabet (GOOGL/GOOG) are actually considered part of the communication services sector after a GICS reclassification in September 2018. In contrast to manufacturers

This is available with active management, which can allow for changes in exposure to a certain commodity by adding more exposure when it skews to the upside and vice versa for the downside. The fund uses active

In addition to exposure to the broad market averages, a well-diversified portfolio built for the long-term should have direct exposure to defensive sectors such as utilities, consumer staples, and healthcare. Last week

Investments in clean technology are outpacing fossil fuels, promoting the growth of renewables like solar and wind power. Furthermore, many academic papers prove that clean energy is better for the world than