Buy VAL by Aug 7, 2026.

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 - …