Source Post

UTF Fell into my Buy Zone

Oct 4, 2026

The creator discusses the Cohen & Steers Infrastructure Fund (UTF), highlighting its historical dividend performance, total returns, and investment strategy. Despite a significant dividend cut during the 2008 recession, UTF has shown resilience and long-term performance, even outperforming the S&P 500 in certain periods, partly due to the demand for AI data centers. The creator views a recent price drop as a potential buying opportunity for income generation.

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Tickers discussed in this post

TRPNeutralLow ConvictionResearch Only

The creator mentions TC Energy as an example of a company that would be difficult to track individually, implying it's part of the reason for investing in a fund like UTF.

NEENeutralLow ConvictionSignal-backedSecondary

NextEra Energy (NEE) is highlighted as the largest investment in the UTF portfolio, noted for its long-term performance and dividend growth.

UTFBullishMedium ConvictionSignal-backedPrimary

The creator views the recent price drop in the Cohen & Steers Infrastructure Fund (UTF) as a potential buying opportunity for income generation.

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