A Natural Gas Oriented Portfolio to Beat the Summer Heat

Includes: COP, DVN, SJT
by: Kurt Wulff

A five stock portfolio of buy recommendations including ConcocoPhillips (NYSE:COP), Gazprom [OGZPY.PK], Devon Energy (NYSE:DVN), Canadian Oil Sands Trust [COSWF.PK] and San Juan Basin Royalty Trust (NYSE:SJT) would have concentration of about 57% in natural gas, 38% in oil and 5% in downstream.

That example compares to the illustrative 28 stock portfolio of all of our buy recommendations, concentrated about 42%, 58% and 11% respectively. The information to make that determination for any portfolio is supplied in a more convenient form (see table Ratios to Calculate Portfolio Concentration by Industry Segment). A natural gas oriented portfolio might help make the record heat of the season more bearable: