Non-diversified portfolio with stocks in companies that produce, process and/or distribute fuels for transportation and/or the production of electricity. Oil, Natural Gas, Coal, and Uranium. FOLIO seeks to profit from long term trend for rising cost of fuels relative to inflation. Includes ocean shipping and refining. Value oriented but volatility risk is significantly higher than S&P500. Standard Deviation expected to be 130-160% of S&P500 and would therefore be categorized as “volatile” and suitable for only a portion of a diversified portfolio. Could be considered as a partial hedge against inflation.
Past performance does not predict future performance. Returns in the short term can be highly affected by unexpected geo-political, market speculation and weather related risks.
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