UTF Forecast


Bullish Case: UTF benefits from AI-driven infrastructure demand, robust dividend yield (~8%), and potential interest rate cuts boosting asset valuations. Strong historical performance signals continued growth prospects.


Bearish Case: Global economic downturns and rising rates could stifle infrastructure spending. Potential regulatory changes may impact dividends, and historical returns show significant volatility.


Potential Outcomes:

1. AI sector demand boosts UTF’s holdings: 55%.

2. Global infrastructure investments increase: 45%.

3. Interest rate cuts: 60%.

4. Economic downturn reduces spending: 25%.

5. Regulatory changes affect dividends: 20%.

6. Market volatility impacts UTF: 30%.


Trading Oracle: Execute a bullish Helium Long Volatility debit spread with December 2024 calls. Opt for $22.5 - $25 strike calls. This leverages potential price appreciation driven by AI and infrastructure investments, with a 3-5 month outlook. Maximizes reward:risk, positive edge, and high probability-of-profit. No fluff, just alpha.


July 21, 2024


Cohen & Steers Infrastructure Forecast

UTF      Cohen & Steers Infrastructure











Correlated Assets

Assets that tend to move strongly with UTF



RMD Forecast + Options Trading Strategies   RMD  Resmed (0.91)


DAL Forecast + Options Trading Strategies   DAL  Delta Air Lines (0.9)


TKR Forecast + Options Trading Strategies   TKR  Timken (0.89)


XLP Forecast + Options Trading Strategies   XLP  Consumer Staples Select Sector SPDR (0.88)


AEP Forecast + Options Trading Strategies   AEP  American Electric Power (0.87)



Uncorrelated Assets

Assets with little price relationship to UTF



RMBS Forecast + Options Trading Strategies   RMBS  Rambus (-0.0)


NTR Forecast + Options Trading Strategies   NTR  Nutrien (-0.0)


BCRX Forecast + Options Trading Strategies   BCRX  Biocryst Pharmaceuticals (0.0)


XRX Forecast + Options Trading Strategies   XRX  Xerox (-0.0)


EWH Forecast + Options Trading Strategies   EWH  BlackRock Institutional Trust Company N.A. - iShares MSCI Hong Kong (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against UTF



SRTY Forecast + Options Trading Strategies   SRTY  ProShares UltraPro Short Russell2000 (-0.71)


HNRG Forecast + Options Trading Strategies   HNRG  Hallador Energy (-0.71)


CQP Forecast + Options Trading Strategies   CQP  Cheniere Energy (-0.75)


UUUU Forecast + Options Trading Strategies   UUUU  Energy Fuels (-0.75)


DLO Forecast + Options Trading Strategies   DLO  DLocal (-0.82)





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