Opinions
Stan Wong
Global X U.S. Electrification ETF
ZAP-Q
PARTIAL SELL
May 07, 2025
$25.390
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.
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.