amigaos
πŸ…„πŸ…ƒπŸ„ΈπŸ„»πŸ„ΈπŸ…ƒπŸ„ΈπŸ„΄πŸ…‚ To my πŸπŸ” followers: Hi! I made the changes to the instruments I'm actively trading in the 𝐔𝐭𝐒π₯𝐒𝐭𝐒𝐞𝐬 sector. He's an update on what's changed and why. For π†πšπ¬ 𝐔𝐭𝐒π₯𝐒𝐭𝐒𝐞𝐬 I'm parking $00135.HK (Kunlun Energy Co Ltd) for the moment and replacing it with $RUI.PA (Rubis SCA) This is partly because I'm finding it difficult to actively trade Chinese stocks. Less orders are available for some of them, and I'm less able to be awake when the market is active. But, also $RUI.PA has a more stable dividend. For π‘πžπ§πžπ°πšπ›π₯𝐞 𝐄π₯𝐞𝐜𝐫𝐒𝐜𝐒𝐭𝐲 I'll be wrapping up my current position in $CWEN (Clearway Energy Inc) once it moves into profit, and am positioning $ARN.MI (Alerion Clean Power S.p.A) to replace it as the actively traded stock in this sub sector. Alerion has a difficult debt burden, but overall is in a better financial position than Clearway. All renewable companies have some financial risks on their balance sheet, so I'm keen to minimise exposure to these risks as much as possible in the actively traded portfolio. Right, so that's it! What do you think? Agree with these decisions? Disagree? What are your thoughts on Utility companies during this season of energy inflation?