Apr. 18 at 6:21 PM
$APA
Back in early January/February is when I started moving more into energy.
The energy sector helped me hedge weakness in miners as the war begun.
The balance is getting closer to what I want.
Miners increase as energy falls.
This should allow me to keep trimming and adding more energy on weakness.
I still say, energy concludes this cycle.
Higher oil/gas prices aren’t over.
They have much higher levels coming.
I will be adding more XOP on weakness.
Same goes for
$RNGR $EGY and
$REI
My CTRA will be converted to DVN shares at some point. At that point I will add more DVN.
Some I want to initiate.
$PSCE
PSCE (Invesco S&P SmallCap Energy ETF) focuses exclusively on small-cap companies.
XOP (SPDR S&P Oil & Gas Exploration & Production ETF) includes small, mid, and large-cap companies.
NOG, WDS, EC and VG are also on my screen.
Energy is the future more than anyone understands.
Miners, energy and agribusinesses.
I still love bonds and emerging markets as well.
