1/ Little energy pf weekend update: Now sitting at roughly 78% #uranium and 22% #oilandgas. 12 u names and 4 O&G names. Pf leverage is 19%, toward the high end for me but not all in.
2/ #oilandgas names by pf %: $ITE 7.4%, $ROK 5.8%, $PTAL 4.9%, $GTE 4.2%
3/ #uranium names by pf % : $U.UN 20.1%, $UEC 9.9%, $DNN 8.6%, $EU 6.5%, $GLO 6.1%, $NXE 5.7%, $URG 5.2%, $FIND 4.8%, $LEU 4%, $92E 3%, $CVVUF 2.1%, $GXU 1.5%
4/ In spite of the hammering we took from the USD for most of the week, I managed to improve my drawdown status, now at 2.4% ytd.
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