- Entry
- $95.02
- Final
- $78.78 -17.1%
- Target
- —
- Score
- -1.00
Hey r/stocks, I want to share my current portfolio and the rationale behind a strategy that would likely make most index investors cringe. My portfolio is 100% focused on commodities, energy, and infrastructure. As you can see from the figures below, it’s been a great ride so far, particularly driven by the offshore sector, which has seen significant gains. Current Portfolio: VAL - Valaris - Offshore Drilling +118% NE - Noble Corp - Offshore Drilling +98% SDRL - Seadrill - …
— ORIGINAL POST ·
Why I’m Betting Everything on the "Old Economy"
· r/stocks
· May 9, 2026