7Lun·

$$WUTI (+0,35 %) - Trend is your friend or investment case?


My portfolio has a share in utilities of just under 1.3%, which is objectively too low for me. I have therefore been planning to increase this share for a few months now.


However, just because something is missing from your portfolio doesn't mean you should blindly buy individual stocks and do your research properly.


More input doesn't automatically make you smarter and in the end I can't get through all the regulations. Hence the idea with the ETF - although unfortunately there is no sensible distributing ETF on the subject.


Now to my question: Utilities are running because they are running. However, electricity will also become increasingly important in the future and the values have lagged behind in the last two years. Would you take the plunge and not pay so much attention to the market movement or wait for a correction, which of course may not materialize?


Note: $NEE (+0,69 %) is weighted at 9% and has had a brutal run in the last few weeks, so I am already assuming a correction. But it is also the stock that I have followed more closely.


I look forward to your opinion and wish you a nice Sunday (Mother's Day)!

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