The Energy folio was developed for investors seeking long-term capital appreciation with significant volatility.
The Energy folio consists of the largest companies with principal operations in the energy industry. Companies included range from oil & gas exploration to refinery operations and production services.
The world’s energy demands have historically increased in line with global population and economic development. Despite rising energy costs, demand has generally curtailed only slightly—people have become more dependent on energy for all aspects of life. Even though new energy alternatives are being discovered and implemented, the largest energy companies are still concentrated in the oil and gas sector.
Last Updated: January 19, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||5.5%||5.2%|
|1 Year Volatility||13.75%||6.77%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% of Folio)
|2||APC||anadarko pete corp||3.33%|
|3||BP||bp plc adr||3.34%|
|4||CEO||cnooc ltd adr||3.33%|
|5||CLR||continental resources inc||3.33%|
|6||CNQ||canadian nat res ltd||3.33%|
|8||CVX||chevron corp new||3.34%|
|9||CXO||concho res inc com||3.33%|
|11||EOG||eog res inc||3.33%|
|12||EPD||enterprise prods partners l p||3.34%|
|13||ETE||energy transfer equity l p com ut ltd pt||3.33%|
|14||ETP||energy transfer partner l p unit ltd prt||3.34%|
|16||KMI||kinder morgan inc del com||3.33%|
|17||MPC||marathon pete corp com||3.33%|
|18||OXY||occidental pete corp del||3.33%|
|19||PSX||phillips 66 com new||3.34%|
|20||PXD||pioneer nat res co||3.33%|
|21||RDS.A||royal dutch shell plc spons adr a||3.34%|
|23||SSL||sasol ltd adr||3.33%|
|24||SU||suncor energy new inc||3.33%|
|25||TOT||total s a adr||3.34%|
|26||TRP||transcanada corp ltd||3.33%|
|27||VLO||valero energy corp new||3.33%|
|28||WMB||williams cos inc del||3.33%|
|29||WPZ||williams partners l p new unit ltd par||3.33%|
|30||XOM||exxon mobil corp||3.34%|
There are generally 30 securities in the folio.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.