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Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index
By ReloadItMade 11 Oct 202620 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
Build me an index of global companies that will benefit from continued geopolitical tensions in the middle east and it's impact on energy security.
- How much of each
- Hand-picked amounts
- Most in one company
- 9%
- Refreshed
- Every 3 months, next 11 Jan 2027
What’s inside
20 companies across 2 industries. The biggest is Exxon Mobil Corporation at 9.0%. No company can be more than 9%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 9%Rebalance: quarterly
Company pages
Each company’s price history, and the other portfolios that hold it.
- Exxon Mobil Corporation
- Chevron Corporation
- Shell Plc
- TotalEnergies SE
- Cheniere Energy, Inc.
- RTX Corporation
- Equinor ASA
- Frontline plc
- Lockheed Martin Corporation
- Eni S.p.A.
- Williams Companies, Inc.
- ONEOK, Inc.
- International Seaways, Inc.
- Northrop Grumman Corporation
- BAE Systems plc
- DHT Holdings, Inc.
- General Dynamics Corporation
- Rolls-Royce Holdings plc
- Safran SA
- Scorpio Tankers Inc.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index
What stocks are in Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index?
It holds 20 companies. The largest are Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Shell Plc (SHEL.L), TotalEnergies SE (TTE.PA) and Cheniere Energy, Inc. (LNG), followed by RTX, EQNR, FRO, LMT and ENI.MI. Most of the money is in energy and industrials.
How has Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index performed?
+0.3% since it was made, +47.6% over the past year against +14.4% for the S&P 500, +160.1% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index weighted?
Each company's share was set individually from the data. No company can be more than 9% of the portfolio. The biggest holding is Exxon Mobil Corporation (XOM) at 9.0%.
Can I invest in Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
