Marek Mackanic
Portfolio quick update in response to the weekend events. I posted about $OIL buying opportunity back in 2025 and since than I have been gradually increasing exposure in oil companies. etoro.tw/402Jzau With tensions now escalating into open conflict between the U.S./Israel and Iran, it’s becoming clear that this will not be resolved quickly in few days and the coming weeks are likely gonna be volatile. The prolonged uncertainty is likely to have a meaningful impact on energy markets in particular. Crude oil spiked today as a reasonable market response, and our core energy holdings — including Devon, Exxon, Diamondback, and Coterra — are moving higher in response. The miners are also trading higher at the premarket. The portfolio may be setting up for a period of continued upside.
Not investment advice. The author may have financial interests in the mentioned instruments.
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