Jun. 12 at 2:39 AM
$MGY $VG $NOG $EOG
Several weeks ago I mentioned that I would name my new oil/gas picks.
While I currently own XOP (Basket Approach), RNGR, REI, PROP (My High Risk Play), PBR-A, ET, DVN and APA- my plan is to add additional positions on any continued weakness.
I will reduce XOP.
RNGR - hold
REI - hold
PROP - would sell out on a short squeeze
PBR-A - hold
ET is my core - not selling or buying.
DVN - will add more
APA - hold
What I want to add is MGY, VG, NOG, EOG
Possibly add
$EQNR
At some point, I will scale energy from 15% weight to 25% weight.