benjamindemase @benjamindemase: "Crassus Investment Portfolio Update: Maximizing..."

Australia

Crassus Investment Portfolio Update: Maximizing Gains with 18% Cash Balance. Monthly Review: Performance: The year 2023 has been very good so far. Year-to-date, our portfolio has surged by over 20% without accounting for the added benefit of the dividends received. My offshore thesis is finally taking off with $OIH becoming the biggest holding in the portfolio. If we are indeed on the verge of another super cycle in oil the day rates for these companies are going to be jaw-dropping. A stal-wart in the portfolio has been $PBR (Petroleo Brasileiro SA Petrobras-ADR) and even though we are up over 40% since I first purchased the stock, I consider them to be the true growth player in the global oil majors. $URA is back in the green on the back of the market (finally) realizing the need for nuclear fuel supply to increase at a rate never seen before here in the OECD countries. Further geopolitical fractures will simply add more to the demand for western friendly producers. Now, let's talk about the 18% cash reserve that we've been strategically holding. It's like holding a powerful ace up our sleeve. I'm currently very bullish on the tanker sector and will be adding to the weighting in $DHT (DHT Holdings Inc) . I believe the stock could potentially double given its current leverage to the TCE spot rate. Your trust is my greatest motivation, and I'm honoured to have you on this investing journey with me. Stay tuned for the upcoming video where we'll dive deep into our stock-by-stock strategy and reveal exciting insights into our next moves. Thank you for your continued support and confidence in the Crassus Investment Portfolio on eToro. Together, we'll continue to strive for financial success and grow our investments. I hope you enjoy the video. Kind regards and DYODD. Benjamin. youtu.be/188SCiA3cyE

E Toro Portfolio Update: Up 20% YTD.

youtu.be

In this video I update all copiers of the Crassus Investment Portfolio which is available on E Toro.I go through each of the 18 stocks I currently hold and s...

4 Mentioned

OIH

VanEck Vectors Oil Services ETF

PBR

Petroleo Brasileiro SA Petrobras-ADR

URA

Global X Uranium ETF

DHT

DHT Holdings Inc