Energy — Sector
| Current Cash Position | YTD Return | Annualized Return | Return Since Inception | |||
|---|---|---|---|---|---|---|
| Portfolio | 0.71% | 4.93% | 18.13% | 9.96% | 13.09% | 618.14% |
| S&P 500 | 13.46% | 17.52% | 9.63% | 8.85% | 313.20% | |
| Difference | -8.53% | +4.24% | +304.94% |
| Team |
|---|
| DVN |
| EOG |
| FANG |
| LNG |
| MPC |
| MRO |
| OKE |
| OVV |
| PAA |
| PXD |
| TRGP |
| VLO |
| VVV |
| Symbol | Entry Date | Entry Price | Last Price | % Profit |
|---|---|---|---|---|
| EOG | 2023-08-09 | $130.81 | $122.62 | -6.26% |
| FANG | 2023-08-09 | $150.43 | $150.57 | +0.09% |
| HAL | 2019-12-27 | $23.47 | $40.63 | +73.12% |
| LNG | 2023-07-31 | $161.47 | $159.92 | -0.96% |
| MPC | 2023-08-03 | $135.51 | $153.46 | +13.25% |
| MRO | 2023-08-17 | $26.00 | $26.16 | +0.62% |
| OKE | 2023-08-15 | $65.43 | $66.19 | +1.16% |
| OVV | 2023-08-15 | $47.20 | $45.20 | -4.23% |
| PAA | 2022-10-07 | $10.69 | $15.79 | +47.71% |
| PSX | 2019-07-23 | $88.44 | $118.58 | +34.08% |
| PXD | 2023-08-11 | $234.98 | $223.07 | -5.07% |
| SU | 2019-12-03 | $27.47 | $33.88 | +23.33% |
| TRGP | 2023-07-14 | $77.55 | $84.44 | +8.89% |
| VLO | 2023-08-22 | $130.89 | $145.27 | +10.99% |
This series is based upon a particular “Sector” as defined by the Reuters GICS Classification. This model is based on Energy. After our initial screening process we then place the qualifying stocks into our Growth-Quality-Value ranking algorithm to find what we consider to be the top ranked stocks. These stocks are then placed into our technically based momentum program which triggers buying and selling points; when a stocks resistance or support level is broken then a buy (broken resistance) or sell (broken support) signal is created and a trade is signaled. We then execute the signaled trade on the first trading day of the week. Occasionally, we will replace “non-active” stocks with the current highest ranked stock using the same method as described above.
