Wrap – Week Ended 8/7/20
August 08, 2020 at 07:50 AM EDT
. . Nice week with the ZLT ending up 11.7%. We are now 53% renewables / 18% gassy / 20% oil We own 15 energy names, down one position from last week, as we removed our "risk" gassy trade GPOR from the portfolio. We remain very long. We made three changes to the portfolio this […]
