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Vanguard Energy ETF: This Is The Time To Be Greedy When The Market Is Fearful

johnNjohnN
in Fund Discussions
https://seekingalpha.com/article/4293351-vanguard-energy-etf-time-greedy-market-fearful

Vanguard Energy ETF (VDE) owns a portfolio of giant and large-cap U.S. stocks in the energy sector.

Summary

VDE’s portfolio of stocks consists of mostly giant-cap and large-cap U.S. energy stocks.
The ETF has not performed well in the past year due to weak demand caused by a slowdown in the global economy.
Fortunately, stocks in VDE’s portfolio are stocks with moats and have generated excessive cash flows from its operations.
The fund pays an attractive 3.5%-yielding dividend.

Comments

  • beebee
    edited September 2019
    Interesting graphic displaying companies by revenue in 2019...Energy companies look good...also, Walmart's revenue was twice what Amazon has done so far in 2019 ($514B vs $233B)
    https://screencast.com/t/ez3tesnf8T6

    Article:
    https://howmuch.net/articles/worlds-largest-companies-by-revenue

    Comparing VGENX to VDE since March of 2009. VGENX has outpaced it's ETF counterpart...especially since 2016.
    https://screencast.com/t/y3lXBxQdHO
  • beebee
    Also, I have been impressed with Utilities performance which might be another way to play energy. I own FSUTX.
  • beebee
    10 year performance of FSUTX verses VFINX...impressive and steady for a sector fund!
    https://screencast.com/t/cbgef8RiE

    Here's VGENX added to the a ten year chart:
    https://screencast.com/t/RBpNIvxkFF6
  • Old_JoeOld_Joe
    @bee- Just stay away from PG&E, for heaven's sake!
    :(
  • johnNjohnN
    edited September 2019
    Buy energy pipelines they are like rwsl estates w a kick in dividends
    We have mmp quite awhile happy w it





    AMENB, EPD, MMP

    High-Yield Midstream Blue Chips That REIT Investors Will Love


    Summary
    In this article, I will explain the important similarities and differences between REITs and midstream investments, including pointing out three top high-yield blue chips.
    REIT lovers need to know about midstream, including important differences and risks to consider.
    And at today’s attractive valuations, all three are excellent buys for any diversified high-yield income growth portfolio.
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