Energy
Speculation · High-Moderate risk
Broad selection of companies operating in the energy sector. Extremely exposed to sector concentration risk, and designed for investors wishing to speculate on the energy sector's direction.
Energy
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
Energy is the input to every economy. After a decade of underinvestment, supply-demand fundamentals favor producers — but cycles are violent and timing matters.
Diversified across upstream producers, midstream pipelines, refiners, and selected energy services. Tilted toward names with strong free cash flow and disciplined capital return.
How it's built
The repeatable process behind Energy.
- 01Universe screen
We start from a defined universe relevant to this strategy and filter for fundamental quality, balance sheet health, and liquidity.
- 02Fundamental scoring
Each candidate is scored on financial strength, competitive position, and exposure to integrated oil & gas, e&p, midstream / pipelines dynamics that drive this portfolio.
- 03Position sizing
Weights reflect conviction, valuation, and risk contribution — not market cap. Concentration is intentional where it earns its keep.
- 04Ongoing review
We re-underwrite each holding continuously and rebalance when the thesis, valuation, or risk profile materially changes.
Holdings
The exchange-listed stocks held in Energy, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/1/2026
- Petróleo Brasileiro S.A. - Petrobras20.0%
- Ecopetrol S.A.20.0%
- Exxon Mobil Corporation20.0%
- Chevron Corporation20.0%
- Alliance Resource Partners, L.P.10.0%
- Black Stone Minerals, L.P.10.0%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
Sector tailwinds and individual catalysts compound over a multi-year window. Concentrated weights drive meaningful relative outperformance.
Quality screens and disciplined sizing deliver returns roughly in line with — to modestly above — the relevant benchmark over a full cycle.
Expect drawdowns consistent with this strategy's high-medium risk profile. The portfolio is built to survive and recover, not to avoid declines.
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Has a thesis on commodity prices
- Wants inflation hedge and yield
- Comfortable with sector concentration
- Treats this as a tactical allocation
- You need access to this capital within the next 12–24 months
- You'd panic-sell during a 20%+ drawdown
- You're looking for guaranteed returns or principal protection
Historical context
Energy has historically been one of the most volatile sectors, with returns highly dependent on commodity cycles. Periods of underinvestment (like 2014–2020) have historically been followed by extended periods of strong producer returns.
* Past performance does not guarantee future results. All investments carry risk of loss.
Common questions
- How is this portfolio different from an ETF?
- Unlike a passive ETF, Energy is actively managed against a specific objective (speculation). Position sizing reflects conviction, not market cap weighting.
- How often will my positions change?
- We rebalance opportunistically rather than on a fixed calendar. In a typical year you can expect modest turnover; in periods of dislocation, more.
- Can I customize the holdings?
- Core holdings follow the strategy, but we can accommodate restrictions (e.g. tax-lot preferences, ESG exclusions, single-name caps) on request.
- What happens in a market downturn?
- This portfolio carries high-medium risk and will participate in market declines. Our discipline is to re-underwrite, not to react — which historically produces better long-term outcomes.
License or access Energy
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.
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