Someone recently did a test of their AI Portfolio Analysis of my portfolio. One of the recommendations from it was not surprising... Perry your portfolio is a bit overweight in one sector ... Energy/OIl... in particular Canadian oil sector and some US - roughly 32% of my portfolio. I couldn't argue with it but I consciously hold this overweight... $ATH Athabasca oil - (10% to 16%) weight - top holding in my portfolio $ENCL Canadian Oil Sector CC ETF - 8% of my portfolio $USOY US OIL index CC ETF - ~ 3% of my portfolio $PEI small oil penny stock - 1% of my portfolio $UTES utilility cc etf with a large weighting of Canadian Oil sector as well as $CANY and $CDAY ... So yeah i guess i am... I have a feeling it might be what defensive cyclical that will work out good for me over the next days ... weeks. We will see.
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17 Comments
Paul @mrwhite007 · 5mo
Have you tried telling your portfolio to put down the fork if it’s overweight?! 😂🤪
Heath @incomewealthinvestor · 5moEdited
It’s all good. I was 100% in oil 2020 after covid crash
Estrillafugaz @estrillafugaz · 5mo
Im a believer in the oil sector Perry- my whitecap has done better than any other of my holdings and I carried it a quarter of the the time comparative and its dividend is also the largest of all my holdings! Go O&G Go!
Rabid Money Badger @riggs · 5mo
I’m quite surprised you still have USOY.
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