- In this article, we review VPU and compare its top holdings and their valuations with those it had back in October.
- VPU's value is still highly concentrated in one stock, NEE, and an additional 24 other stocks. Their rankings have only changed slightly since October.
- The valuations of the top 25 stocks by weight in VPU, which make up almost 85% of its value, have improved significantly.
- VPU's price is high enough to lower its dividend to a level that leaves its price very vulnerable to a surge in inflation and/or interest rates.
For further details see:
VPU: Better Valued Than 6 Months Ago But Still Highly Concentrated And Pricey