The energy sector went up today due to the conflict between Israel and Hamas. So my NOV went up naturally. I kind of missed his brother HES, which performed better than him today. But I am content with a 3% pop. The other one is MOS which belongs to the agriculture sector. All agriculture stocks such as POT, AGU MON, and IPI went up too. As for why they went up, I honestly do not know and I do not want to know. I only care about end results.
Performance of My Portfolio against S&P as a benchmark
MOS: Solid
NOV: Solid
AMG: Not Bad
GS: disappointing
FSLR: disappointing
Theoretically GS and FSLR should have gone down with the big market today. But they held strong today. What can I do? I have to watch them like a hawk. I am not too worried about MOS, NOV and AMG anymore since I have enough cushion to avoid losses as long as they do not gap down for some crazy news. I would be happy with any one of them hitting my target(15-20%). If there are 2, It would be a late Christmas present. If all of them hit their targets, I must be tripping.
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