UTILITIES SECTOR ANALYSIS: 2024 FULL YEAR FORECASTwell everyones convinved that utility is set to rebound in 2024 all is rosy, but im not buying the hype! you know me (thats if u know me) utility is going to the dumps once again with the NASDAQ:QQQ and every other etf doomed in 2024 because the american economy cannot have a soft landing in such
Key stats
About iShares U.S. Utilities ETF
Home page
Inception date
Jun 12, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IDU holds a float-adjusted market-cap-weighted portfolio of large-cap US utilities firms. The funds advisor uses a representative sampling approach to indexing, meaning the fund may not hold all of the underlying in the index but a sample of securities that provide the same investment profile. Regulatory capping targets are also applied at each quarterly rebalance such that single issuer weights are capped at 22.5% and the aggregate weight of all companies exceeding 4.5% weight is capped at 45%. Additionally, the fund may hold cash and cash equivalents, money market funds, and derivatives including futures, options and swap contracts up to 20% of the portfolio to maximize investment. In all, it's a good choice for investors looking for a diversified, broad exposure to the segment. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Utilities Index.
Classification
What's in the fund
Exposure type
Utilities
Industrial Services
Stock breakdown by region
BULL MARKETS IN A RECESSION PART 2: UTILITIESSo part 1 was an update in my nasdaq recession post
in which i picked healthcare and diving deep on pharma
wallstreet reports saying negative things idc
here i took my first long in may price hit my zone came back down and im taking another long again however if lows are made breaking my zone im
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Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
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Neutral
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Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.