State Street Utilities Select Sector SPDR ETF

XLU

Market cap $21.7B

A golden yield-and-growth combo is something most investors assume they'll rarely find. Defensive income machines keep quietly compounding at double-digit rates. This trio could change how you think about dividend ETFs.

A massive U.S. industrial shift is quietly accelerating beneath the surface. Two beaten-down dividend stocks sit directly in the path of this boom. The setup combines yield, growth, and valuation in a way I rarely see.

A massive policy shift just sent an unexpected signal to income investors. Some of the biggest winners from Trump's defense budget proposal may not be who everyone thinks they are. My portfolio was built for this, and the market hasn't noticed yet.

The State Street Utilities Select Sector SPDR ETF delivered a solid, but not amazing, return. It encompasses around 31 utility companies and offers a dividend.

A simple chart reveals a growing disconnect that most investors are ignoring. Rising rates are quietly reshaping the risk profile of “safe” infrastructure. Chasing the AI narrative may be far riskier than it looks.

A historic setup with a simultaneous supply cliff and debt wall is forming right under investors' noses. Meanwhile, old fears are masking a powerful cash flow inflection for one of my favorite buying opportunities right now. I share two opportunities that have a very rare combination of high-quality management and balance sheets, impressive fundamental strength, and clearly attractive valuations.

The market looks very overvalued today. However, there is a corner of it that appears largely overlooked. I detail why I am pouring a large percentage of my portfolio into this golden buying opportunity.

Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the State Street Utilities Select Sector SPDR ETF (XLU), a passively managed exchange traded fund launched on December 16, 1998.

A shockingly simple portfolio that could cover retirement expenses. Why chasing yields might be sabotaging your future. The hidden trade-offs most retirees never consider.

Some end-of-year Big Picture thoughts, including on the demographic destiny of falling population growth and the headwinds to economic growth that come with it. Why tariff-driven inflation is unlikely to generate anything more than a short-term bump followed by continued disinflation. Why the huge amount of cash on the sidelines could progressively become a tailwind to other types of financial assets, including dividend-paying stocks.