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Global Energy Security Index, Middle East Tension Beneficiaries (3Y Hold, Ex-Defence)
By ReloadItMade 11 Oct 202611 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. Please ignore any defence stocks and focus solely on energy market companies. Assume a 3 year holding period
- How much of each
- Hand-picked amounts
- Most in one company
- 14%
- Refreshed
- Once a year, next 11 Oct 2027
What’s inside
11 companies. The biggest is Exxon Mobil Corporation at 14%. No company can be more than 14%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 14%Rebalance: annual
Company pages
Each company’s price history, and the other portfolios that hold it.
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 Index, Middle East Tension Beneficiaries (3Y Hold, Ex-Defence)
What stocks are in Global Energy Security Index, Middle East Tension Beneficiaries (3Y Hold, Ex-Defence)?
It holds 11 companies. The largest are Exxon Mobil Corporation (XOM), Saudi Arabian Oil Co. (Aramco) (2222.SR), Petroleo Brasileiro SA (Petrobras) (PETR3.SA), PetroChina Co., Ltd. Class A (601857.SS) and Chevron Corporation (CVX), followed by SHEL.L, TTE.PA, EQNR, ENI.MI and 601088.SS. Most of the money is in energy.
How has Global Energy Security Index, Middle East Tension Beneficiaries (3Y Hold, Ex-Defence) performed?
+4.3% since it was made, +42.7% over the past year against +14.4% for the S&P 500, +81.6% 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 Index, Middle East Tension Beneficiaries (3Y Hold, Ex-Defence) weighted?
Each company's share was set individually from the data. No company can be more than 14% of the portfolio. The biggest holding is Exxon Mobil Corporation (XOM) at 14.0%.
Can I invest in Global Energy Security Index, Middle East Tension Beneficiaries (3Y Hold, Ex-Defence)?
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.
