11
Jul
Wrap – Week Ended 07/10/20
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Strong week.
- The ZLT (now with 17 positions) was up a little over 7%.
- The Energy group benchmarks fell between 3 and 5.
- The broad market as measured by the SPX was up 1.8%.
- Renewable names buoyed the portfolio again this week.
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The Blotter is updated. There were no trades last week.
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The Positions page was updated on July 7th. We currently hold 17 names.
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Free stuff last week:
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site can be addressed to zman@zmansenergybrain or zmanalpha@gmail.com
Have a good weekend,
Z
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