Real return bonds are often misunderstood. They offer inflation protection, because they offer both an inflation and interest rate component (tracking both). So, if inflation ticks higher, these go higher. However, they underperform during low inflation. There's much talk of Trump's tariffs being inflationary, but part of his plank is deflationary. If you predict the former, you want some of ZRR.
Utilities are a very low-volatility sector, so the premiums are lower compared to oil/gas. He suggests holding both this and XUT-T. Utilities are a top sector, because valuations are so reasonable (hard to find that in this market). ZWU will give you covered calls, but XUT will give you upside. So, own both, half and half.
Utilities are a very low-volatility sector, so the premiums are lower compared to oil/gas. He suggests holding both this and ZWU-T. Utilities are a top sector, because valuations are so reasonable (hard to find that in this market). ZWU will give you covered calls, but XUT will give you upside. So, own both, half and half.