Finally, let's talk about a few at the bottom. The thunder of bank bankruptcy and commercial property has been pressing down on XLF and XLRE. Although they are very cheap, timid capital still won't come. I don't really understand XLU either, but public utilities are defensive. Maybe it's because the industry's leverage is a bit high, so it's under pressure in high-interest-rate environments. It's not good to raise prices under high inflation, otherwise the government will face public anger. By the way, in the utility bills every month, fixed expenses have already accounted for the vast majority, which is really annoying.
高贵的阿德莱德 OP : LMT can also fall. It's amazing, but it didn't reach a stop loss, so I just held it first. There won't be any major problems with the current price. If I hadn't already taken a heavy position, I'd consider adding a few