11-04-2014, 09:39 AM
Thats the way to look at it, Joey. These are energy companies and not pure oil plays. And like you said, energy is always going to be in demand - no matter what. Couple that with the rising demographics, and you are in a good place.
I havent looked exactly what part of their composition is in which subsector. If anyone has that data/research, i would love to see it. My investments in CVX and KMI were because they are more exposed to the natgas sector than others. I know RDS.B is also big on natgas - but thats missing from my portfolio and might add it when I cycle back to energy companies. For now, I am done with the sector as I have a 17.5% weightage in energy.
ps: I am considering CVX as an energy investment even though Yahoo Finance etc seem to call it Basic Materials (someone raised that point in this forum a few days ago in another thread)
I havent looked exactly what part of their composition is in which subsector. If anyone has that data/research, i would love to see it. My investments in CVX and KMI were because they are more exposed to the natgas sector than others. I know RDS.B is also big on natgas - but thats missing from my portfolio and might add it when I cycle back to energy companies. For now, I am done with the sector as I have a 17.5% weightage in energy.
ps: I am considering CVX as an energy investment even though Yahoo Finance etc seem to call it Basic Materials (someone raised that point in this forum a few days ago in another thread)