I have about 22 Energy stocks which represent 22.46% of my main portfolio. These stocks have been held an average of 2.34 years with a gain of 34,66% which is not great considering how the mining section has done but which is a necessary component of my holdings. I have been thinking of what to add to Energy as I’d like to increase my holdings there another 2.5% and here’s what I’ve come come up with: WZR.V (Western Zagros Resources), more COSWF which I already hold, and SDT. I recently added COP because it will spin off it’s refineries into a holding ’Phillips 66’ this year giving 2 shares of Phillips 66 for every COP that one will retain. I plan on adding a bit more COP as well. Any thoughts?
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