Solid week to close out summer. Year to date the portfolios are doing well (we've added time-weighted 5 year annualized data for the three oldest portfolios in the table below:
- ZLT A up 22% YTD and 39.1% annualized 5 year average,
- ZLT B up 22% YTD and 40.8% annualized 5 year average, and
- ZLT D up 23.8% YTD and annualized 21.4% five average (the ZLT D owns almost all of the 34 stocks in the greater ZLT).
In case you missed it we put out a couple of pieces for Seeking Alpha over the last week:
Questions asked under the Wrap will be addressed in the subscriber section of the Tuesday post (Monday is Labor Day and we will not post then). Also look for the Natural Gas Macro slide show updates on Tuesday.
If you have questions about Zman's Energy Brain check out the How To ZEB —-link here or send them to us at email@example.com.
Have a great long weekend!