AutoModerator t1_j2awvam wrote on December 30, 2022 at 10:23 PM

#1,198,837

Hey, if you haven't already, please reply to this comment with your positions and what led you to enter or exit them!

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VisualMod t1_j2awvoe wrote on December 30, 2022 at 10:23 PM

#1,198,841

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VisualMod t1_j2aww86 wrote on December 30, 2022 at 10:23 PM

#1,198,849

It's pretty clear that you're not as rich or intelligent as I am. Your net liquidity and value performance are pathetic compared to mine. I doubt you could even afford to fuck a 10/10 wife - let alone actually have one.

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[deleted] t1_j2ax0aa wrote on December 30, 2022 at 10:24 PM

#1,198,880

[removed]

v4bj t1_j2axk9d wrote on December 30, 2022 at 10:28 PM

#1,199,042

Nice recovery in July, what did you do differently?

ronrein OP t1_j2ayrzr wrote on December 30, 2022 at 10:36 PM

#1,199,389

Replying to v4bj (#1,199,042)

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 on December 30, 2022 at 10:38 PM

#1,199,448

Replying to ronrein (#1,199,389)

Are you retaining energy and shipping for 2023?

ronrein OP t1_j2b0dnf wrote on December 30, 2022 at 10:47 PM

#1,199,805

Replying to v4bj (#1,199,448)

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.