With regards to my comments that XEL will outperform once the economy starts to slow down, I do not currently predict a slower economy.
So, stay tuned if you want to read an article like that. I just haven't found the right way to do that. On a side note, I am planning to discuss my portfolio in great detail in the future.
However, there's simply too much value in other sectors and having money in outperforming sectors once the economy slows isn't the worst thing either. I wouldn't mind staying this overweight forever as I carefully picked what I believe to be the best long-term performers among industrials. That's after I added technology (Apple ( AAPL)) and XEL. So, as a result, I currently have 46.4% industrials exposure. Keep in mind that my dividend portfolio won't be able to be flexible in the future as I'm not trading any of these companies but keeping them long-term. I wanted to buy them anyway, and given that I expected these companies to outperform, I didn't mind being massively overweight cyclical. I started this portfolio last year by accumulating mainly cyclical companies. Source: Author (Logos are retrieved from corporate websites) XEL is the 19th company in my long-term dividend portfolio and the second utility company - the other one is Duke Energy ( DUK). Source: Xcel Energy Why I Need Defensives In this article, I am going to give you the details. XEL offers all of these things and should deliver strong capital gains and dividend growth for a very long time. Moreover, I do not want to own an extremely boring company, but a stock with a good yield and satisfying dividend growth. I also did not want to overpay for a company despite that the 'average' stock is trading far from a discount. First of all, I needed, and still need, more defensive in my portfolio. This decision was based on a number of things. I recently added Xcel Energy ( NASDAQ: XEL) to my long-term dividend portfolio (overview in my Seeking Alpha bio).
The Mosquito XE is for sale Ready To Fly or in different kit variations starting at $32,000 USD, a great price for an ultralight helicopter! Contact Mosquito Aviation for current prices and options on kits.Photo by dia/iStock via Getty Images The main rotor blade diameter has increased by 1.5 ft to account for the additional gross weight. The collective control has minor modifications made to adapt to the different mounts in the Mosquito XE. The power train, controls and rotor systems are the same as those used in the open version of the Mosquito with minor modifications. A custom tuned exhaust is used on the XE which weighs two pounds more than the stock exhaust but allows the engine to produce more power while retaining its reliability. The Mosquito XE is powered by the same Compact Radial Engines MZ202 engine used for years on the open version of the Mosquito helicopter. Body and structure are the same to minimize weight and maximize structural efficiency. The Mosquito XE Ultralight Helicopter airframe is a unibody construction made entirely of high quality fiberglass in a vinyl-ester matrix. The new Mosquito XE is the same as the original Mosquito but with the open frame tubing replaced with an all fiberglass airframe.