I have been focusing on the Health Care (XLV), Real Estate (XLRE), and Utilities sectors (XLU) for a number of reasons recently, including, but not limited to, their real asset appeal. Real assets are things like natural resources, real estate, and infrastructure, tangible items. Their appeal lies in their steady revenue streams, inflation-adjusted earnings, above-average dividends and superior risk-adjusted performance in times of market turbulence.
Because we are in a time of market turbulence (trade war, FOMC outlook, slowing growth - need I say more), I thought it