XLU: Utility Stocks Are Trouncing Oil & Gas Stocks This Year

Performance Comparison - The SPDR Select Utilities ETF (NYSEARCA: XLU) has outperformed the SPDR Select Energy ETF (XLE) by over 13% year-to-date and has also outperformed the S&P 500 by more than 4% [1] Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For investors willing to accept short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - For dividend income, large oil and gas companies that provide strong dividend income and growth are suggested [1] - A top-down capital allocation approach is recommended, tailored to individual investor situations, including factors such as age, employment status, risk tolerance, income, net worth, and investment goals [1]