Opinions
Mike Philbrick
Global X U.S. Electrification ETF
ZAP-Q
BUY
Jan 21, 2025
N/A
Stock price when the opinion was issued
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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PARTIAL SELL
Basically owns big US utilities, with about 80% in electric. ETF hasn't been around even a year, launching in December 2024 or so. Utilities have done well on the flight to safety this year. But is market reverting to risk-on assets in tech, financials, or industrials? Yes, it really has in the last month, but will that continue? Yield is ~2%.
A safe space, and you'll make money. But he thinks we're mid-cycle with more room to run in the secular bull market for industrials, financials, and tech.
E.T.F.'s
Is very new and small, but it covers a space that every investor should be in. There's strong demand for energy generation.