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Hi @PlagueThe effect of OXY on the portfolios is significant...

  1. 2,831 Posts.
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    Hi @Plague

    The effect of OXY on the portfolios is significant too. This month DVN has had a similar impact in the US Equity Portfolio. Here are the numbers from last night:
    First, here are the market numbers for the month:
    https://hotcopper.com.au/data/attachments/4351/4351560-1612ad23a75a85304b379d4c8e718b01.jpg
    https://hotcopper.com.au/data/attachments/4351/4351546-247c538dbcaa0971b27aed277995cd64.jpg
    Global Equity +5.1% better than the S&P500

    https://hotcopper.com.au/data/attachments/4351/4351548-eb349321af8cfe02d01d3fd630ccec69.jpg
    International Equity +4.7% better than the S&P500

    https://hotcopper.com.au/data/attachments/4351/4351534-16d33ef95fb4f9f1a764d2ac080fb23d.jpg
    US Equity +6.45% better than the S&P500

    Energy is definitely helping Emerging Markets too, here is the US portfolio:
    https://hotcopper.com.au/data/attachments/4351/4351538-1f4d36d82516e6626bd8be2f2fd8cdc5.jpg
    Here is the Australian Portfolio which is showing positive portfolio growth signs too:
    https://hotcopper.com.au/data/attachments/4351/4351541-10e4c9cd0a9dc06c61d847ad2b91b35e.jpg

    Best of Luck
    Lost

 
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