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We ended 2020 up 46%.
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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,
Z
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The request line is open for new or old name looks.
Pleased with this:
Ranked #48 out of 7,828 Bloggers on TipRanks (#258 out of 15,010 overall experts)
https://www.tipranks.com/bloggers/steve-zachritz
Re2 Whybam I not surprised you put much. More work in than most of them
Happy and prosperous New Year
John
re 3 – thank you very much and same to you.
re 1 – seriously open.