Introduction
I thought a lot about how I was going to write this article as I want to discuss a number of things. First of all, it's time I discuss industrials (
XLI ETF - Why I'm Significantly Overweight Industrials
Summary
- I have invested roughly half of my portfolio in industrial stocks for many reasons, including high entry barriers and potential outperformance.
- The XLI ETF offers a low-cost opportunity for investors to avoid stock-picking while still buying some of the best companies in the world.
- I am adding to my investment on a consistent basis but have increased my savings rate due to my economic outlook.
Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.
As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.
Analyst’s Disclosure:I am/we are long UNP, RTX, DE, CAT, LHX, BA, NSC, HII. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.
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