Wrap – Week Ended 1/1/21



We ended 2020 up 46%.


Holdings Watch:

  • We currently hold 18 names.
  • The positions page is updated.
    • As always all trades communicated at time of execution, emailed, and recorded on the trading blotter.
  • We added to one name last week.
  • The trading blotter is updated.
  • We are roughly:
    • 65% renewables (no solar at present)
    • 14% oily upstream
    • 16% gas upstream
    • and some oil service names.

Questions and comments under The Wrap will be addressed in the Monday post.

Questions about the site can be directed to zman@zmansenergybrain.com

Have a great long weekend and a Happy New Year,




5 Responses to “Wrap – Week Ended 1/1/21”

  1. 1
    zman Says:

    The request line is open for new or old name looks.

  2. 2
    zman Says:

    Pleased with this:

    Ranked #48 out of 7,828 Bloggers on TipRanks (#258 out of 15,010 overall experts)


  3. 3
    Skipton Says:

    Re2 Whybam I not surprised you put much. More work in than most of them
    Happy and prosperous New Year

  4. 4
    zman Says:

    re 3 – thank you very much and same to you.

  5. 5
    zman Says:

    re 1 – seriously open.

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