Oct. 19 at 10:07 AM
$XOP $XLE $CTRA $RNGR $TTE
This about sums it up.
Those that have been accumulating oil/gas tickers will be rewarded.
It doesn’t matter what Trump wants, prices will increase.
While I do like oil, Natty Gas is why I’m so bullish on this sector.
The world’s consumption of energy will continue to grow substantially as third world countries come out of poverty and data centers expand.
Natural Gas at
$6 will be the new norm.
Utility bills are going to increase and there’s nothing you can do to stop it.
As I rebalance my portfolio, this will be the set up.
Miners 50%
Energy 30%
Corporate Bonds 20%
Positions I own in the energy sector.
CTRA
ET
FHE
RNGR
TTE
XOP
I will continue building these positions.
Tickers I will look to add.
EGY
XLE- for larger exposure to the big players.
It’s possible we see a sell off in energy soon, that will be a great time to add.
https://m.investing.com/analysis/natural-gas-the-lng-boom-thats-pricing-out-american-consumers-200668610?ampMode=1
