1 year performance (taking into account of dividends re-investment):
JOY> STNG>OXY>XEG>FLNG>XLE>FCG>XOP>OIH
What's the implication?
JOY: small cap Canadian stocks which is very aggressive , high beta with oil
STNG: tankers, benefited from the Ukraine war and would continue to be so assume the war goes on
OXY: no hedges on, relatively small, Warren buffets...
