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The next big Squeeze? 3 Days to cover. DUK - Duke Energy future earnings +
Nationwide EV Network Approval Granted to all 50 States...
DUK is rolling coal tomorrow after the EPA gets gutted
Thoughts on DUK being targeted?
Resubmitting my NEE DD that I did for a discord. Hopefully the formatting is better this time.
Resubmitting my NEE DD with hopefully better formatting
Resubmitting NEE DD with hopefully better formatting
Mentions
Final rule will not be hitting any time soon, Biden did optics with S3, this is trumps version. Get out while you can :). SPY is the move, energy and infrastructure is the move. Look at the 3 month chart on SPY gamma scalping, and or chasing Vega traders dream. DUK NEE KMI CAT, all good plays! :)))))))))) love yall man!
On-site power approval for hyperscalers is a game-changer - bypassing PJM queues unlocks AI builds faster than grid upgrades. Utilities like EXC/DUK priced in datacenter load growth, but self-gen shifts that revenue to gas turbines (GEV) and potential SMRs. Pre-trade check: Scan hyperscaler capex filings vs utility rate base plans before sizing - avoids fading policy pivots. Details thin until March meeting though.
Part of the drop is due to today being ex-dividend date. So shave off $0.74 just for that. Generally speaking, alot of energy is down today. DUK NEE D EXC XEL all down near or over 1%. In terms of overall utilities up, it's primarily the big AI players up - TLN CEG.
Always adding WMT. One of my favorite consistent growers. $DUK also, although somewhat less.
Any thoughts on HOOD and DUK? I am personally bullish on both.
If you have this, just FYI, I am either going to close HAS DUK and ZBH or turn them into strangles today.
This morning took profits on PGY puts. Opened today: - Calls: HAS • GILT • DUK - Puts: SPOT • ZBH • TRMB • FIS • FISV • UPWK • DDOG Note: very likely will sell the HAS calls before market close today. *Disclaimer: these random letters to not imply any sort of investment advice, for entertainment purposes only, pull the lever and watch the wheels spin!*
It’s not a matter of if, it’s when They don’t wanna hear that while we add PM, PG, JNJ, WMT, HON, SOLS, DOW, RTX, DUK, WM
Consumer defensive and standard utilities. Think $PM, $T, $VZ, $DUK
The corollary of "buy the dip" is "sell on good news." When there's good news and one of your stocks shoots up, sell it. NO REGERTS. Did I get out of ONDA "too early"? I don't care! Should have I kept holding OKLO? Hard to regret the huge profit I took. Put the after-tax leftovers in PDI (paying huge interest every month consistently for years, no idea how they do it), or a good utility like AES or DUK, or an international staple like HEINY, or if you're feeling speculative, put some in a foreign ETF like EWY (Korea) or INDA or even VNAM. Holding this American tech stuff forever though is going to hurt real bad at some point. Maybe. Except for my RKLB of course - NEVER SELLING.
I’m Up 42% on my DUK calls but can’t sell cause low liquidity and the spread is soo wide that market price will probably not be profitable . Never been in this situation before 🤔 My thesis is that underbought energy stocks are the move across the board now though. Maybe I just keep holding and play out my thesis ?
- T - VZ - DLTR - LMT - DUK None will go bankrupt in your life time. All are defensive stocks, so they’ll typically move when SPY retreats. All pay a dividend. So, hold those, and gamble with the rest if you want.
I'm long on both XOM and CVX. I'm also long on some utilities: DUK, ED, and AMGN. I also have small positions in VLO and ENB. With these I am generally up, but not beating VOO, and have been collecting dividends, some as DRIP others to invest in other stuff.
>In my previous DD I outlined how in particular amongst the energy sector players (CEG, NRG, D, DUK) Viagra stood out for me. never change, /r/stocks - never change
You are right, I bought OMAH in 2025, but growth is not great, came out with profit proof: [https://imgur.com/7BbBwSn](https://imgur.com/7BbBwSn) XLU will work, as I see a rotation in the sector. This is somewhat algorithmic funding that I find which sector is low and always started buying that sector until it gives me 10%-15 profit. Now, I just bought token XLU and also SO, NEE (not DUK - no so attractive).
I may be wrong in timeframe, but I bought and then sold it, finally moved to brk/b. At current environment you just buy companies like SO, NEE, DUK or XLU, they are bound to go bullish
It would probably be wise to diversify with some of the larger energy providers and builders too. GEV, NRG, DUK, NEE, ENB are all big enough so that if your individual plays like IREN, NXXT, etc blow up you'll still see some gains since the big providers will also have to scale.
That’s correct! Buy dividend paying stocks that people need not want. DUK, XOM, WM, ET and MO- there , your own mutual fund without the fees. Compounding is a powerful tool. In a few years, you can speculate- no options- with companies you have done a lot of DD ; fundamental and technical analysis - never when markets at all time highs and retail so invested in chasing names found on boards like this. These boards are only good for identifying bs pumpers and bashers- no better than an analyst on CNBC telling you to buy a stock so his firm can dump from their proprietary accounts on to retail views- use these outlets as a contrarian indicator. Glty
Been owning DUK for decades. No complaints
AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure
D and DUK, if only for the diversity/dividends. Figure, I pay D bill every month, might as well get some of my money back!
DUK, all in https://preview.redd.it/ttfz362pxozf1.jpeg?width=1179&format=pjpg&auto=webp&s=4024188623833ecac05fb30b47fe5767238ca052
I have some XLU, but it has a lot of exposure to NEE which is renewables-focused and has been very volatile due to national politics. Mostly I have DUK and SO and they've done very well. I picked them specifically because they cover red states and have cozy relationships with regulators and government. I also have some D, which is in Virgina. They had a disastrous period due to mismanagement, cut the div and I dumped most of it. But supposedly northern VA is going to be a hot spot for data centers, so it's recovered some. I haven't put any new money in it. Don't buy any utils that operate on the west coast. If interest rates start going up, utils will come down to the bottom of their channel and you can buy. The DJ Utilities index has one of the most rock solid long-term, well-defined upward channels you will ever see.
NEP used to be NEE renewable side then they spun off to XFIR and went red real quick. Also look into POR, ED, DUK, D, SO, AVA
I can’t post photo here, send me a DM I will show proof or DUK energy stock which Majorie bought and I copied her.
GLD, companies that have a big hand in liquified natural gas like KMI, REITs (5 percents yield via dividend & 5 percent growth, 10% growth YOY) low orbital network connections via GSAT (qualcomms pervious ceo over took operations and apple invested 1.7 billion in them) they are light years better than ASTS and have an actual moat and business model. NEE and DUK.
Appreciate the insights, the fundamentals of pretty much every stock except D and DUK are meh, and the latter are a-okay, at best.
Nuclear still decades away. Natgas will fill in to power dara centers until then. Water demand will only rise, especially considering how much water data centers use. AWK is the best pure water stock. WTRG is a good water/natgas stock. XYL provides parts for water companies. OKE and EQT for pure natgas. Some good energy companies are D (Dominion) and DUK (Duke). Defense: ONDS is looking tobe the most promising drone company. RCAT is a good pick too. Can't go wrong with old players like LMT.
XLU, I should've figured that out. I was actually trading the PMCC against it from 7/15 to 8/29, but got out after it had rolled over. I'm still trading some of its constituents though: EXC, DUK, AEP [This ](https://optionsamurai.com/blog/zebra-option-strategy/)is a good explainer of ZEBRAs. No affiliation with the website.
Was in on DUK but sold on their bad news
JPM pays 1.87 but grows like crazy DUK pays 3.5 and grows a good bit
You can't guarantee 5% period and you can't get 5% without some risk. So you're going to have to tolerate some. You sure you need 5%? It depends on how much you spend. As interest rates come down, equities should benefit. You probably could afford to re-allocate some of your bond portfolio to VOO and QQQ and a few utilities like DUK and SO. 83% in fixed income may be too high to hit 5% if rates come down. You'll have some drawdown periods, that's all. I retired 5 1/2 years ago, have a very conservative portfolio and my NW is 30% higher now than it was then even with a couple of dumb mistakes and the 2022 bear market. Now that I've seen how the 5 1/2 years played out, I'm going to step up my spending because I don't need to leave anything behind.
KO, SPYG/SPLG/VOO, FBTC, and I would say intel but idk about that rn…maybe after they have a clear consolidation. You’d probably do the best by just parking/dollar averaging into those, maybe even a stock like DUK (energy), but actively investing may not be the best for returns if you’re already in a high income environment.
got heavy into ET D DUK CEG AEP GEV has done well
i'd like to add GEV, ETN, EMR, ETR, PWR, and DUK... i sold out of GEV but will buy heavy on a big retrace i think the sleeper is DUK which is second only to CEG in number of nuclear reactors... they are located in the carolinas and charlotte is a rising business/tech hub...
Any utilities like CNP, AEP, DUK, etc
Yep, the strike that's at 30-delta (or less) \~30 days out. I don't trade "extremely volatile" stocks, and maybe you shouldn't either. At least not for the PMCC. Because really, most of the gains are to be made in the appreciation of the LEAPS Call (think doubling or more in a year). The CCs are just gravy. And if you don't know: ***a Call holder won't exercise if there's ANY extrinsic value left in the option.*** (Barring "dividend capture," you can look that up.) Because to do so would be to forfeit that extrinsic value. So if you're selling 30DTE, you have plenty of time to react to a big move in the underlying. Pick a volatile ticker and go look at a somewhat ITM Call about 2 weeks out; see how much extrinsic value it has? The Call holder/owner would forfeit that if they exercised. Anyway, you don't high IV to make money with the PMCC. Think boring things like XLK, XLU, DUK, EXC, MSFT.
I’m 65 and really believe AI’s growth is going to put huge pressure on our power supply and its one of the smartest long-term trends to invest in right now. I’m keeping it simple and sticking with strong companies that already pay solid dividends and are benefiting from this shift today. For me, that’s VPU for broad utility exposure, DUK for steady income, and NEE for some extra growth from its big renewables pipeline ; a company even Nvidia’s CEO has praised. It’s my way of staying in the AI-energy story while keeping my portfolio steady and productive. If your on this chat, we’re all thinking smart. Good luck all
DUK is also reporting today; however, they have not moved as much. I suspect the meme nuclear stocks popped because of BWXT's stellar earnings.
What these tables show for out of the money calls can be deceptive. In addition to needing to look at the chart for recent trades, it's important to know that there can be significant interest in dark pools that simply don't show up on the table. For example, I recently sold hundreds of deep OTM Puts (Jan-16-2026) (not for DUK). According to the tables on Schwab, there was no open interest. FWIW, the premium turned out to be fairly close to what the tables said. Could have been a coincidence. The spread was large.
Anybody else looking at DUK’s deal with Spire? Looking to buy options, but not sure how far out.
Coke corporate bonds for 2093 paying a 7.25% coupon rate. Lock in 7.25% NONCOMPOUNDING for 70 years. If you toss all $600k into it, you'll get \~43k/year in returns. Toss that $43k/year into something else high yield (CDs, another blue chip dividend payer \[DUK, for instance, as utilities are pretty stable\], etc) at 3-4% and get another $1740/year. I don't know how old you are, but say you're 40 years old - by 50 you'll have $430k in a HYSA that is itself paying out $17.4k/year. Now, that isn't a ton of money, but it's enough to cover your \*needs\* in most of the US. Roof over your head and food in your stomach. At that point the other $43k/year coming in is just gravy.
I hope it's kind. Just crawled out of GME and managed to ride NVDA, TSLA, and DUK. I'm high on green lines and crave more.
In economic downturns GLDM is a good call, energy stocks are also expected to rise so DUK could be a good place to park since they have a lot of nukes (power plants are expected to go the nuclear route over the next 20 years even if AI is a bubble). You could also put it in VOO, but I’d personally put it into a smaller ETF for more exposure to growth (even SPLG could be good, lots of retirement accounts track it, it’s basically a smaller SPY). No one really knows where to put it unless you have a plan, are you looking to start a retirement fund or something to realize in a few years or what? Look into each ETF recommended and see which look the most attractive to your personal opinion.
I went DUK is CCJ a better choice?
I really like what National-permit said! DUK is a great utility that pays decent dividends! You might have a nice chunk of change if she reinvested her dividends back into the stock! Have her gift it to you, then the basis price (what she bought it at) won’t matter and the day she gifts it to you, becomes YOUR basis price (right now it’s at $117.72) so that’s your basis price tomorrow and then sell and you owe nothing in taxes… sweet deal!
Right now, the stock market is super volatile, meaning the collective group of stock owners don’t have much faith in the stability or predictability of the market…mostly due to Trump policies that go up-down-sideways, our US debt and the dollar losing value, the bonds that no one is buying (which normally would help pay interest on the debt). Because you are a new investor, and the climate of the market is so tricky, plus many companies are overvalued, wait for another correction (the stock market goes down) and then pick a blue chip company that pays dividends…then you’ll own the stock and it will pay you in quarterly checks (or you can reinvest the dividends to buy more shares). Blue chip companies are like JNJ, WMT, or utilities like DUK. No you can’t lose any more than you put in unless you own options…but that’s a whole different issue. Maybe read Investing For Dummies —great book to just educate yourself. There are classes you can take on investing fundamentals at community colleges. Also, watch YouTube videos that Warren Buffett has put out, and open a trading account with Schwab where there are tons of training videos. Investing is a skill set. Timing and luck are involved. I love the fact you are curious and asking questions. Many wise investors are anticipating a huge correction down in the stock market, which the news media will report. Once stocks are more fairly priced, the blue chips will be a better buy for the new investor.
Completely ludicrous premise. But I'll go with... MSFT, KO, T, V, DUK.
But the ETFs all have fees attached, which eat into your bottom line if you want dividend income… I tend to avoid ETFs. My fave is DUK, VZ. Am looking into ARCC once this market stabilizes.
Yeah, the big brain plays can be so hit and miss. They just teach us humility and why diversifying is important lol. What I’ve learned is healthcare is not my sector. Every time I’ve tried anything health care related, it takes too long to go green or get a nice profit. A few times have been quick profits like the BDX and ZBH recoveries after their earnings. Others are like UNH. I have better luck with financials, tech, utilities, and consumer staples right now. Yesterday’s surge I saw most of my defensive holdings drop a lot so people could make quick tech plays it looked like. So I picked up more RSG, WM, AWK, SO, and DUK. If they go down lower after all the reports we get this week, I’ll buy some more. But I’m expecting a switch back to defensive stocks going up if any of these reports cause investors to become bearish. I personally think today was a bull trap and we will hit a bear market if store shelves start emptying out nation wide.
If you don’t mind, what would you recommend ? You’re the only one constantly giving actual answers. I have some ETFs covering the Russell 3000, some on the s&p 100, some like VT and VTI which you can index how you’d like and of course some for the S&P 500 which are the ones I started with. With that I have stocks such as WM, WMT, DUK, COST, GOOGL, META, etc with track records I believe to be continuing as time passings MSFT for example has a great set up, GOOGL is cheap, and well. Given this, what do you see wrong. Especially considering you think adding VT and VTI along with others is poor planning.
"So you buy up essential resources people can't live without, like housing or water rights, then gradually increase prices because people have no choice but to pay? Captive customer base!" $NSRGY $BX $PCG $DUK
|| || |KO|Coca-Cola Co|\+12.5%| || || |MCD|McDonald's Corp|\+9.3%| || || |PG|Procter & Gamble Co.|\+7.8%| || || |JNJ|Johnson & Johnson|\+4.2%| || || |VZ|Verizon Communications Inc|\+2.1%| || || |CL|Colgate-Palmolive Co.|\+6.5%| || || |GIS|General Mills, Inc.|\+3.7%| || || |YUM|Yum Brands Inc.|\+5.4%| || || |NEE|NextEra Energy Inc|\+1.9%| || || |DUK|Duke Energy Corp.|\+2.7%| As soon as he who shall not be named says the 90 days thing is bullshit these are the ones that are going to shoot up. Now the gamble is when does he say it because until then it's volatile.
|| || |KO|Coca-Cola Co|\+12.5%| || || |MCD|McDonald's Corp|\+9.3%| || || |PG|Procter & Gamble Co.|\+7.8%| || || |JNJ|Johnson & Johnson|\+4.2%| || || |VZ|Verizon Communications Inc|\+2.1%| || || |CL|Colgate-Palmolive Co.|\+6.5%| || || |GIS|General Mills, Inc.|\+3.7%| || || |YUM|Yum Brands Inc.|\+5.4%| || || |NEE|NextEra Energy Inc|\+1.9%| || || |DUK|Duke Energy Corp.|\+2.7%| As soon as Trump says the 90 days thing is bullshit these are the ones that are going to shoot up. Now the gamble is when does he say it because until then it's volatile.
|| || |KO|Coca-Cola Co|\+12.5%| || || |MCD|McDonald's Corp|\+9.3%| || || |PG|Procter & Gamble Co.|\+7.8%| || || |JNJ|Johnson & Johnson|\+4.2%| || || |VZ|Verizon Communications Inc|\+2.1%| || || |CL|Colgate-Palmolive Co.|\+6.5%| || || |GIS|General Mills, Inc.|\+3.7%| || || |YUM|Yum Brands Inc.|\+5.4%| || || |NEE|NextEra Energy Inc|\+1.9%| || || |DUK|Duke Energy Corp.|\+2.7%| As soon as Trump says the 90 days thing is bullshit these are the ones that are going to shoot up. Now the gamble is when does he say it because until then it's volatile.
Sure, but that’s only if technology collapses, oil prices bounce back, quantum computing companies fail to get government support, and the Federal Reserve lowers interest rates, which could breathe life into growth stocks like SMCI and SHOP. On the flip side, if tariffs stabilize with little impact on supply chains, the quantum and tech sectors get bailouts, and oil stays under $60 due to low demand, then it’s a different story. I cut back on leveraged investments to lessen exposure to FNGD and TQQQ unless the S&P 500 breaks through crucial support levels, like 4,000. Reallocated dividends into utilities like DUK or consumer staples such as PG. Use gold and VIX as a hedge against systemic risks, considering SPY puts and GLD calls. I keep a close eye on policy changes regarding trade wars and the Federal Reserve's statements, as these will influence movements in tech/energy.
DUK they pay a high yield and have a new CEO. I'm also a customer. I'd like to own a good chunk as dividend income.
# Utilities * **Winners:** **XEL** (+2.57%) and **DUK** (+2.90%) performed well, reflecting sector defensiveness. * **Losers:** Losses were minor and sector-wide. * **Trend:** Stable performance as utilities served as a safe haven.
I’m 64% BRKB shares, 25% DUK shares, 11% RIVN shares for aggressive speculation. Weekly covered calls on my BRKB and DUK and RIVN shares. A couple GME leaps
Down .8% today so I’ll count that as a win. Most of my individual stocks are old man stocks now: WEN, VZ, BRK, OXY, DUK. Plus have 100k in cash from selling INTC options earlier in the year
I liquidated and went 60% BRKB, 20% DUK energy and 10% each RIVN and GME leaps so i can still larp like I’m DFV
I gotcha, sorry for being so blunt then. It's all a learning process. Here are some defensive sectors: -Consumer staples (companies that make things like toothpaste, toilet paper, and other things people have to buy even in a bad economy), e.g. Proctor and Gamble (PG) -Utilities (power and water companies that will still do okay in a bad economy because people have to keep the lights on), e.g. Duke Energy (DUK) -Healthcare (people have to get medical treatment and medicine even in a bad economy), e.g. Johnson & Johnson (JNJ) You can buy stocks in those sectors to prepare for economic turmoil. They probably won't get rapid growth like the stocks you currently have in your portfolio, but if there is a correction or market crash they fall much less and protect your portfolio value. You can also buy safe assets like gold ETFs (e.g. GLD), bonds (e.g. BND), and even managed futures funds (e.g. CTA). These are diversifiers that aren't correlated with stocks. So if there's a stock market crash, and stocks go down, often these will go up. Even if they don't go up, they usually won't go down as much as stocks. In a bull market, safe stocks and safe assets won't appreciate as much as tech stocks or crypto. But in a bear market, these will save you from losing a lot of money and may even give you gains. Just some food for thought.
Utility "focused" I'd say no, don't get too concentrated in one sector. Utilities can get more room in your portfolio when you're close to retirement and/or need current income. Forget the AI angle. The advantage of utes is basically guaranteed ROI. The Dow Utilities Index has one of the most rock-solid long term upward channels you'll ever see. I stick to utes in red states (SO & DUK) plus a little XLU. I'm retired and my total portfolio allocation to utes is 10%, it's been that way since before I retired. If I was younger, I don't think I'd allocate more than that unless I needed current income from them.
DUK, D, EXC, NEE, SO, ED, CEG And AWK, although it’s a water utility.
Barring external mango interference this week I’m keeping my eye on RDDT, APP, DUK, TWLO, and BROS for earnings boost.
Damn you’re right. I bought DUK.
Most recently I bought EVRG, NEE, and DUK. None of these is cheap at the moment, but they're still decent values with good dividends. The outlier \[a depressed stock that ought to be just fine in the future\] is Dominion. A large presence in a rapid growth area of the company.
DUK = Duke Energy PWR = quanta services Lockheed Martin (US weapons) VTI = vanguard total market index SPY Are solid choices
Look into SPY and DUK. Solid additions🫡
*Calls on overtime for employees of NEE & DUK. All hands on deck.*
The two major power companies in Florida NEE & DUK are being sold..... As a longtime holder of both Imma a dip buyer.
DUK ain’t going down dude. I live on one of the lakes in NC with a nuclear plant. They’ll just pass costs off to the consumer and tap into tons of insurance money.
DUK because I own shares and wanna pump the stock on someone else’s post.
My utilities, SO and DUK as well AFL, all in my core dividend group.
Check out the PG DUK NEE UL bubbles. Do I have to short this toilet paper? lol Joking aside, I believe there are Brazilian and Chilean companies that produce wood.
There are two stock symbols? "DUK" and "DUKE"?
HE price collapsed due to concerns over legal liability that their infrastructure caused the wildfires. So unless your theory is that DUK caused the hurricane, I'm not sure why you're bringing up HE.
Puts on DUK & NEE? 
I'm watching $DUK and FPL outages. I got puts today.
I got puts on NEE and DUK right now. They are big companies so they have the most outages.
For sure. I had a trade on in DUK that I entered around July, primarily noting utilities were showing relative strength. So when I see strong sectors, I’ll look within the strong sector and look for the top performers. Mid July (around 11Jul I think) I entered the 17Jan25 90Cs, which were high 0.80 deltas. I chose to hold off on selling shorts calls against because I had bought it on a perceived breakout and wanted to let it move before adding short calls. After around a week, the upward drift slowed, so then I sold calls ~20 DTE using something near a 0.30 delta is my norm, maintaining a ratio. So if I had 65 long calls, I might sell 15 short. Then, one of three things happen - calls taken down for a profit, calls are rolled (if challenged, ideally out and up), or closed for a loss where I will then pair it with a sale of long calls to cover the loss (this ensures I’m realizing profits with the losses so I don’t run into the scenario where I take calls down for a loss, then stock drops and I lose on the long calls too). For this specific trade, I held until late Aug where price had started gently trending down for a bit. I still liked the trade but wanted to move into things showing more life so I ratchet up the short call ratio a bit to collect what I can in the sideways areas and then exit the trade as a whole. This is off memory but I can add more details if you’d like tomorrow when I have my computer in front of me.
I bought weeklies on companies with a lot of debt like VZ, and DUK. Doesn’t a rate cut help these companies?
Advertisement is only a small portion of their future revenue growth. These guys are collecting a ton of data and information on this site that could be sold in the future for a handsome return on investment. the reason why I would not want to get too carried away with it is because there is nothing stopping other competitors to enter this market. There were so many great companies over the years that have gotten eaten up by the whales. If you are lucky enough to be bought out, then that is good but if the market just naturally starts shifting to a new platform, the reddit might be history and Blueit my be king. I like buying stocks in companies I have bills with. Electric, cell, cable, water, trash. food, HealthCare, Shopping DUK, T. CMCSA. AWK, RSG, COSTCO. UHC, Amazon
SO, PEG, DUK KO, PG CL Fairly consistent in good or bad times.
You're missing DUK and RYCEY.
Worst year performance is not an indicator of diversification. If it were, utilities like DUK would be considered more diversified than BRK.B or VOO, which is obviously nonsense. BRK.B has better down years than VOO because historically it has very much been tilted toward safer industries like insurance, banking, and railroads. Doesn't mean it's more diversified, it just means BRK historically leans toward safer investments.
Defensive stocks (at least as I was using it) are stocks that are less affected by economic and market downturns. Health care like UNH, consumer staples like WMT, utilities like DUK. Tend to be lower overall return, but everybody needs health care, staples, and power even when the economy sucks.
I have implemented something to get it automatically (Top and Bottom 10) - which I believe is close to what you describe. **Example for the Top 10 S&P 500 Companies by Earnings Growth:** Ticker Latest Quarter Latest Earnings Year Ago Quarter Year Ago Earnings YoY Growth (%) IRM 2024-03-31 74061000.0 2023-06-30 114000.0 64865 GE 2024-03-31 1537000000.0 2023-06-30 35000000.0 4291 ES 2024-03-31 521848000.0 2023-06-30 15422000.0 3283 INTU 2024-04-30 2389000000.0 2023-07-31 89000000.0 2584 BALL 2024-03-31 3685000000.0 2023-06-30 173000000.0 2030 AES 2024-03-31 432000000.0 2023-06-30 -39000000.0 1207 EL 2024-03-31 330000000.0 2023-06-30 -33000000.0 1100 AXON 2024-03-31 133218000.0 2023-06-30 12420000.0 972 HES 2024-03-31 972000000.0 2023-06-30 119000000.0 716 DUK 2024-03-31 1138000000.0 2023-06-30 -220000000.0 617 *Note: results reveal extreme variability in S&P500 companies' earnings growth. Some top performers show growth rates in the thousands of %, often due to rebounds from very low or negative earnings in the previous year.*
Any opinion on traditional operators? CEG DUK. Thanks for spreading real info
*HE generally speaking has very high rates as you might suspect. For the last decade Hawaii is also losing population.* *That's not a particularly attractive position to be in. If you want a utility, you'd be better off in DUK or NEE which are located in growing areas of population and are very well run. The issue there is you're rolling the dice with hurricanes, but they've been dealing with them a long time.*
I am a 41-year with a corporate job. I have no debt, liabilities, kids, pets, or partners. I have a tech-heavy portfolio and I have a handful of stocks I would like to add. I currently have about 25 total and I am up 28% YTD. The potential picks are for dividend investing and are follows: DUK, JNJ, CVX, PFE, VZ, KHC. I am holding too much cash right now. I am interested to see what people would do in this situation based on the limited knowledge you have.