LucaMeer
Edited
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!