XLK, XLE, or XLU? Building Your Sector Pairs

Finding the right sectors is getting harder. Inflation, rising rates, and narrow market leadership combine to reshape the investing landscape.

ETF Trends • May 21, 2026

How I Would Build A Near-Perfect 8%-Yielding Retirement Portfolio Right Now

There are several different paths to retiring on dividends. However, they all have major drawbacks. I share an approach that I have honed over time that seeks to bring out the best of each strategy and minimize its deficiencies.

Seeking Alpha • May 18, 2026

AIRR, PAVE, and XLI: Which Reshoring ETF Wins as Factories Return Home

The reshoring story has moved from a talking point to a capex line item. Three exchange-traded funds offer different ways to position around it: First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR | AIRR Price Prediction), Global X U.S.

24/7 Wall Street • May 6, 2026

Investors are flooding into these ETFs; Time to buy?

Investors are pouring record amounts of capital into U.S. industrial and infrastructure-focused exchange-traded funds (ETFs), reflecting growing confidence in the next phase of the artificial intelligence (AI) boom.

Finbold • May 3, 2026

Invest In The Top Part Of The K-Shaped Economy

Investing in technology is now essential as tech sector earnings and profit margins surge, driven by AI infrastructure capex and data center buildouts. Despite high growth and profitability, the tech sector trades at only a modest premium to the S&P 500, with a PEG ratio of 0.8x. Dividend-focused ETFs like TDIV and TDVI offer exposure to tech's upside while providing income, making them attractive for income-seeking investors.

Seeking Alpha • May 2, 2026

Should You Invest in the State Street Industrial Select Sector SPDR ETF (XLI)?

Looking for broad exposure to the Industrials - Broad segment of the equity market? You should consider the State Street Industrial Select Sector SPDR ETF (XLI), a passively managed exchange traded fund launched on December 16, 1998.

Zacks Investment Research • Apr 20, 2026

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

Survey data underscored how the war in the Middle East has already had a material impact on economic growth around the world. Drilling down deeper, the data showed weaker growth trends were recorded across all major industries globally.

Seeking Alpha • Apr 12, 2026

XLI: Why The Pullback From All-Time Highs Is A Re-Entry Opportunity

The Industrial Select Sector SPDR Fund (XLI) is rated Buy, leveraging multi-year defense rearmament, domestic reshoring, and electrification cycles for durable growth. XLI's 27% aerospace and defense allocation and top holdings like GE Aerospace and RTX benefit from contracted backlogs and policy-driven spending. The recent 9.6% pullback from March 2026 highs, driven by trade-policy anxiety, offers a re-entry point with 14% upside to a $185 target.

Seeking Alpha • Apr 10, 2026

5 Lessons That Completely Reshaped How I Approach Dividend Investing

Dividend investing looks easy and simple on the surface. However, there are many important nuances that investors fail to take into account. I share five important lessons that completely reshaped how I approach dividend investing and have greatly enhanced my returns and dividends over the years.

Seeking Alpha • Mar 26, 2026

‘Sifting Through the Wreckage' to Find 7 Industrial Stocks to Buy

Mizuho analyst Brett Linzey is looking for industrial stocks that can work after the Iran war winds down.

Barrons • Mar 26, 2026