MESSAGE FOR COPIERS AND ANY INTERESTED PARTIES
Dear investors,
yesterday i've opened three positions on three different ETFs: $AMLP (Alerian MLP ETF) (2%), $SLV(2%) and $FIW.US (First Trust Water ETF) (3%).
Population growth and rising incomes in developing countries have increased demand for energy, food, metals and other natural resources, including water.
Exposure to natural resource investments offers the opportunity to capitalize on the potential benefit of rising prices of natural resources and related products.
ALERIAN MLP
This fund was launched in August 2010 and tracks the proprietary Alerian MLP Infrastructure Index, which invests in US mid-cap companies in the midstream energy business.
Note
• Upstream: extraction of natural resources:
• Midstream: storage, preliminary treatment of resources, transport;
• Downstream: refining, distribution.
U.S. energy companies are also generating solid cash flows thanks to tax breaks. This leads to generous returns for shareholders. In addition, thanks to its low correlation with Bonds and Utilities, the energy sector offers greater portfolio diversification.
What makes this ETF even more interesting in addition to what has already been said, is the final part of the ticker: MLP. It stands for Master Limited Partnership, i.e. this Alerian fund invests only in infrastructure with a stable return and this allows it to generate attractive returns.
The segments in which it invests are: oil transportation, natural gas transportation, gsthering + processing, marketing & distribution, liquefaction, compression.
Eoga dividends distributed quarterly (February, May, August, November). Last year, it paid a total of $3.71/share in dividends; This year's ex-dividend dates are: 2/12/25 $0.97/share, 5/14/25, 8/13/25 and 11/12/25.
FIW.US
This fund was launched in May 2007 and follows the performance of the ISE Clean Edge Water Equity Index. It invests in companies that derive most of their revenues from the drinking water and wastewater consumption sector. This ETF selects only the top 36 companies in the industry based on its own valuation metrics and is rebalanced semi-annually.
The dividend yields it generates are not high, but the undisputed value of water makes its management and, consequently, the companies that do it for business vital.
In 18 years, the ETF has almost equaled the reference Benchmark, deviating slightly from it only in recent years (from 2023).
The top ten holdings account for 35.25% of the total and are: American Water Works Company Inc., Roper Technologies Inc., Warers Corporation, Veralto Corporation, IDEXX Laboratories Inc., Ecolab Inc., Masco Corporation, Xylem Inc., Agilent Technologies and Ferguson Enterprise Inc..
It invests in the following sectors: Industrials, Utilities, Health, Information Technology, Materials, Consumer Staples.
Since launch, only market appreciation has yielded 400%, for an average annual return of about 9.36%. This also indicates the increasing importance of this indispensable resource for the world.
Any questions?
Stay tuned!... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Fri Jun 13 2025 19:40:32 GMT+0000 (Coordinated Universal Time)
