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/biz/ - Business & Finance

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25740496 No.25740496 [Reply] [Original]

Rate my portfolio:
Shell 35%
BP 15%
Gazprom 15%
MLP ETF 35%

I started buying at the March crash last year and continued over the following months.
It was a horrible bear market but I have iron hands. Now Oil is rising and so my portfolio is turning into a rocket. My plan is to sell 1/4 when price of shares is double and another 1/4 when oil price at 10 year high. So my investment will distribute a divident yield on cost from 30%-40% per year. Any suggestions or questions? AMA

>> No.25740697
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25740697

>>25740496
>no RLC
stay poor NOILER!

>> No.25740701

>>25740496
It is a little heavy in natural gas. I own a lot of Shell and its still getting beat up but I like some of their technology.

If you want to get crazy, consider a driller stock. Those are in bad times right now but will shoot through the roof. I like oil because its also a bet again the dollar collapsing and been beat up lately.

>> No.25740845

>>25740701
When did you buy Shell?
Driller stock is some kind of gambling for me at this time. Maybe a little position. Any recommendation?

>> No.25740850

Buy Suncor when it dips back, and maybe buy futures on oil as a commodity.

Individual companies will face headwinds from Bidenbros and Trucuck, but oil as a commodity will continue its rise based on a dying dollar, as more dollars are required to buy the same amount of oil.

Great hedge play for inflation

>> No.25740991
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25740991

>>25740697
came here to post this

>> No.25741012

>>25740845
I think when Corona was kicking ass. Like when oil was $20 but I am not a genius. Shell's stock got ass raped when they cut the dividend. But I am a long term investor, so whatever.

Driller stock is a real big gamble. Maybe throw 5% at it but its not for feint at heart.

>>25740850
Last time I checked Suncor was heavy oil in Canada. They are never going to do another big project but no company is for some time. Not a terrible choice.

I also recommend Schlumbgerger. They bought Cameron valves not too long ago and have a lot of good products that oil companies need. Oil companies are just basically land owners and subcontract out a lot of their work.

>> No.25741352

>>25741012
The dividend of Shell seduced me and I started buying in rage, then came the cut. Same with BP. All in all my this Oil/Energy sector is too heavy in my whole portfolio. So I will reallocate the next 2-3 years, take profits and minimize risk.

How about pipeline companies? I didn't like american oil companies and their fracking. Expensiv and dirty AF. So I invest in the infrastructure. They have to transport oil wether it's from Texas or from Saudi Arabia.

>> No.25741747

>>25740496
Pretty close to mine desu. I'm 50% RDSA, 25%BP, 25% Marathon. My thinking is by holding US, EU and Bong oil I'm hedging against regional fluctuations.

>> No.25741921

I'm wondering why no one mentioned Exxon or Chevron. I will stay away from them