Portfolio, page-166

I notice you 'only' have about 14% of your portfolio in energy stocks madamswer. Are you happy with that as a percentage of your portfolio? Or is it more a case of not being able to find any other energy stocks that you think are compelling, especially price-wise? Stocks like wds have risen a fair bit. Same as nhc and whc. I don't understand how ooo works so I haven't owned it.

Great thread for learning thanks guys.