Utilities sector

[fenders53]

(02-20-2020, 11:56 PM)EricL Wrote:

(02-20-2020, 05:01 PM)fenders53 Wrote: It's just such a weird situation.  I don't ever recall a time most Utes appear uninvestable on valuation.  It's a lot like bidding up a 3% yielding bond 50% or more in some cases.  REITs and financials like insurance seem to be one of the few places to get around so4% without excessive valuation or an industry with severe headwinds.

I actually put together a sample 4% yielding portfolio for my dad the other day, so I know it can still be done. There's some 4%+ yielders in quite a few sectors, and blending the higher yields with 3% in others I built a twenty-five stock portfolio with an overall yield of 4.1%.

Yes of course you can, but it's just getting a lot tougher.  MUCH easier if you are willing to throw a little into sectors with a more sketchy future to average it out to 4%.  Most of us here are willing to do that.  You have to be willing to accept a little more risk if you want double the return of a 10 year treasury.  That's how that risk reward thing usually works.   

I'd be interested to see your model portfolio.