Keshav Lohiya
Keshav Lohiya @KeshavLohiya

الأداء
الكل

32.76%2025
2025
9.09%2024
2024
83.15%2023
2023
17.15%2022
2022
7.99%2021
2021
15.22%2020
2020
0%2019
2019
0%2018
2018
0%2017
2017
0%2016
2016
0%2015
2015
0%2014
2014
3.00%2013
2013
83.2%0%-83.2%
المناقشات
Keshav Lohiya
المملكة المتحدة
13يوم
We end October up 2% and this will be our 5th in a row of gains. Our biggest position $FRO (Frontline PLC) is finally in play. VLCC rates are at multi year highs. We were waiting for OPEC to increase production and all of this has happened according to plan and if these shipping rates stay like this... عرض المزيد ترجم
Keshav Lohiya
المملكة المتحدة
شهر
مُعدّل
Hi all, It’s October and Q4. Time is flying. So we have started to deploy our cash into our next major position in $LYB (LyondellBasell Industries NV) LyondellBasell is a global petrochemical producer with key assets in the US. The wider petrochemicals industry is going through a major downturn (it’s... عرض المزيد ترجم
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LYB
LyondellBasell Industries NV
45.47
2.21 (5.10%)
Keshav Lohiya
المملكة المتحدة
2شهر
Hi all, It’s been a good month and our portfolio is on track for 30%+ YTD. Three of our main thesis has played out as we expected. 1) $DNO.OL (DNO ASA) – Iraq and Kurdistan have resolved their 2 year legal issues. This will benefit DNO. A lot of the share price appreciation has happened and if this... عرض المزيد ترجم
Keshav Lohiya
Keshav Lohiyaأغلق مركز شراء $NEM
المملكة المتحدة
2شهر
I just closed the trade at a profit of 81.21% ترجم
NEM
Newmont Mining Corp
81.16%
قصة تداول
Keshav Lohiya
المملكة المتحدة
3شهر
Hi all, It was another good month. We are expected to end up around +5% for the month of August, and this is our 4th month in a row in the green. We are now at 20%+YTD, and we hope all our copiers are now in the green. We put on a new position around 10% of our portfolio in $LYB (LyondellBasell Industries... عرض المزيد ترجم
Keshav Lohiya
المملكة المتحدة
4شهر
Hi all, Apologies for the radio silence, I have just relocated from the UK to Gibraltar and my life has been full of admin recently. But our portfolio continues to perform. July was another good month (about to top 7%) and we are on track for almost 17% ytd. Some of our key thesis has played our exactly... عرض المزيد ترجم
Keshav Lohiya
المملكة المتحدة
5شهر
Hi all, We are going to have a very strong day. We’ve been bullish on shipping for a while now, and these geopolitical risks coming out of Iran / Israel will add further upside. However, we will be looking to sell some of our positions into these rallies. Most war linked premiums are rarely sustainable... عرض المزيد ترجم
Keshav Lohiya
المملكة المتحدة
6شهر
What a difference 6 weeks makes. The last time we wrote our posts, our YTD portfolio was heading for a -10% loss. We were right to not panic. To our followers and copiers, who stayed with us during this tough period, THANK YOU. To the people who sold off on emotions, its easy to say this in hindsight,... عرض المزيد ترجم
Keshav Lohiya
المملكة المتحدة
7شهر
Hi all, the market is in full panic mode. However, I am not. We have seen many of these market crashes in 2020, 2022, and now. The main points I wanted to convey is not to panic. Our goal is medium to long term investments. We are using the current market crash to our advantage by the following: 1)... عرض المزيد ترجم
Keshav Lohiya
المملكة المتحدة
7شهر
Hi all, The last 2 days have been crazy. There is complete panic in the markets ever since Trump decided to impose tariffs. As a result, like the wider markets our portfolio has taken a major hit. We are now expected to be down -10% YTD for the year having been +5% just last week. Our exposure to... عرض المزيد ترجم

نبذة Keshav Lohiya
المملكة المتحدة
استراتيجية: القيمة

5 years consistent profit. 10+ years experience in oil markets and MSc in Finance.
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