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XLE / QQQE And XLE: Balanced ETF Strategy For The Next Phase Of This Bull Market

QQQE And XLE: Balanced ETF Strategy For The Next Phase Of This Bull Market
I suggest a trade strategy using the equal-weighted Nasdaq ETF and Energy ETF, which complement each other's weaknesses and could lead to outperformance over the next three months. The strategy is contingent on avoiding a deep recession; the Energy sector could collapse from attractive valuations if a recession occurs. Risks include monetary policy lag, debt-strapped companies, inflation, Fed policy error, geopolitical tensions, and OPEC. I believe the combination of these two ETFs is greater than the sum of their parts, with indicators pointing to a bull market and potential economic expansion. Read More
Posted: Jul 14 2023, 11:21
Author Name: Seeking Alpha
Views: 111047

XLE News  

XLE: Good Value Amid Industry Consolidation

By Seeking Alpha
October 31, 2023

XLE: Good Value Amid Industry Consolidation

Exxon Mobil and Chevron's massive acquisitions signal a significant shift and consolidation within the energy sector. XLE appears investible as its co more_horizontal

XLE: Bigger Is Not Always Better

By Seeking Alpha
October 30, 2023

XLE: Bigger Is Not Always Better

XLE is heavily concentrated in Exxon and Chevron, making up 40% of the portfolio. EBITDA growth is expected to be slow at 3% due to weak production ex more_horizontal

XLE: An Undervalued ETF That Should Be Able To Double The Dividend In 6 Years

By Seeking Alpha
October 29, 2023

XLE: An Undervalued ETF That Should Be Able To Double The Dividend In 6 Years

Energy Select Sector SPDR Fund has been one of the best-performing ETFs, offering a total return of 232.34% since October 2020. The fund is heavily co more_horizontal

Sector Ratings For ETFs And Mutual Funds: Q4 2023

By Seeking Alpha
October 24, 2023

Sector Ratings For ETFs And Mutual Funds: Q4 2023

Energy, Basic Materials, and Consumer Non-Cyclicals sectors earn an Attractive-or-better rating at the beginning of 4Q23. more_horizontal

No direction connection between Israel-Hamas conflict and oil prices yet: Height Capital's Salisbury

By CNBC Television
October 10, 2023

No direction connection between Israel-Hamas conflict and oil prices yet: Height Capital's Salisbury

Ben Salisbury, director of research & senior policy analyst at Height Capital Markets, joins 'Squawk on the Street' to discuss the important elements more_horizontal

XLE: Escalating Middle East Tensions Strengthen Energy's Bullish Thesis

By Seeking Alpha
October 9, 2023

XLE: Escalating Middle East Tensions Strengthen Energy's Bullish Thesis

The Energy sector experienced a remarkable revival over the past three months, with the XLE ETF surging towards its September 2023 highs. A steep reve more_horizontal

Israel-Hamas conflict enters 3rd day: Here's how it impacts the energy prices

By CNBC Television
October 9, 2023

Israel-Hamas conflict enters 3rd day: Here's how it impacts the energy prices

Kevin Book, Clearview Energy Partners managing director of research, joins 'Power Lunch' to discuss Israel's oil capacity amid the war, Saudi Arabia's more_horizontal

Jason Trennert says buy energy stocks after Hamas attacked Israel

By Invezz
October 9, 2023

Jason Trennert says buy energy stocks after Hamas attacked Israel

Oil prices are trending up today after Hamas – the Palestinian militant organisation launched an attack on Israel over the weekend. more_horizontal


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