A solid 2022. Here's to an even better 2023!Submitted by ronrein t3_zzdeez in wallstreetbets
ronrein OP t1_j2ayrzr wrote
Reply to comment by v4bj in A solid 2022. Here's to an even better 2023! by ronrein
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
v4bj t1_j2ayzqy wrote
Are you retaining energy and shipping for 2023?
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.
FATPEPPAPIGGAMER420 t1_j2b6zcz wrote
I have the same plays for 2023 except with more China exposure
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