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Hey guys, with summer creeping in (and temperatures already climbing here), I’m starting to think this might be the perfect time to take a position in some electricity or utility-related ETFs.
Historically, energy demand spikes during the hotter months—air-cons blasting, higher industrial usage, etc. I figured the market might not have fully priced that in yet, especially with some of the energy ETFs still trading relatively low compared to last year’s highs.
I’m currently looking to add 2 to 3 ETFs to my portfolio. Ideally something that gives exposure to:
Electric utilities (especially in the US or Asia),
Renewables or grid infrastructure, and
Maybe even natural gas, since it’s still a big player in peak summer generation.
So far I’ve shortlisted a few:
XLU – the classic Utilities Select Sector SPDR ETF. Pretty defensive, good dividend.
ICLN – for renewable energy exposure, although it's a bit more volatile.
FCG – for natural gas exposure.
But I’d love to hear what others are looking at. Any underrated plays? Are there Singapore- or Asia-specific ETFs worth considering?
Also – if you’ve already positioned for the summer power surge, how early did you get in? Did you go with ETFs or individual stocks (like Nextera, Duke, or even LNG names)?
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cctzjd
1d ago
Own time own target at Self Employed
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Thanks
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Thanks for sharing
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Thanks for sharing
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Yeah, this kind of trend happens every year. And in some places, winter might actually see even high...
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