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v4bj t1_j2axk9d wrote

Nice recovery in July, what did you do differently?

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ronrein OP t1_j2ayrzr wrote

Truth be told, nothing much really. Since my portfolio has been mostly dominated by shipping and energy stocks this year, I just got hit hard by the summer's drawback in oil companies, which I luckily recovered from

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v4bj t1_j2ayzqy wrote

Are you retaining energy and shipping for 2023?

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ronrein OP t1_j2b0dnf wrote

Yeah, I'm still bullish energy and I feel that there's still a lot of potential with SPR ending, China reopening, EU embargoing oil products in Feb, and low inventories just as an example. Atm I have roughly 40% in O&G, 40% in tankers and 20% in coal.

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