Back to Strategy Portfolios

Ranks 21-30 Improvers

Tradestie Score Based
57 Score

Energy stocks portfolio with EPD and AR targeting dividend income and 2026 growth

Discover a high-conviction energy sector portfolio designed as a sector ETF alternative for investors eyeing strong returns in 2026. This concentrated strategy holds Enterprise Products Partners LP (EPD) at 57.2% for reliable dividend income from midstream infrastructure and Antero Resources Corp (AR) at 42.8% to capture potential upside in natural gas production, making it ideal for those searching for undervalued energy stocks amid the current 2026 market outlook. With a focus on value investing within oil and gas, the portfolio aims to deliver passive income and capital appreciation through these top holdings that benefit from stable cash flows and expanding LNG demand. Ideal for passive income seekers and retirement portfolio builders looking beyond broad market ETFs, this approach suits investors comfortable with sector-specific bets rather than beginner investors or aggressive growth chasers. Key considerations include high volatility from fluctuating commodity prices, regulatory shifts in energy policy, and limited diversification that could amplify losses during downturns in the energy sector, so careful position sizing is essential for Q1 2026 positioning.

Total Return
-6.92%
YTD Return
-6.26%
Daily Return
-2.84%
Holdings
2
Initial Value
$10000
Current Value
$9308
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Energy
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
EPD 57.2% $37.81 -0.97% +2.77% +13.92% 59
AR 42.8% $35.56 -4.15% -0.53% -3.24% 56

Rebalance History

2026-06-05
APA dropped Return: -4.62%
2026-06-04
BORR dropped Return: -18.28%
2026-05-28
ACDC dropped Return: -19.28%
2026-05-25
2026-05-22
CLMT dropped Return: +6.67%
2026-05-21
AROC (-5.6%) APA (Score: 67)
2026-05-20
BKV (+0.7%) BORR (Score: 68)
2026-05-08
2026-05-07
2026-05-06
2026-05-06
2026-05-06
2026-03-31
CNX dropped Return: -1.78%
CNX dropped Return: -1.78%
CNX dropped Return: -1.78%
BTU dropped Return: -6.05%
2026-03-16
ALKS dropped Return: -5.60%
2026-02-12
EBON dropped Return: -14.10%
ARVN dropped Return: -2.99%
CHNR dropped Return: -17.80%
2026-02-09
AQB dropped Return: -10.89%
2026-02-02
GITS dropped Return: +364.66%
ASTS dropped Return: +7.04%
SLI dropped Return: -11.47%
2026-02-01
LPG (+8.5%) EPD (Score: 66)
FSCO dropped Return: -5.45%
2026-01-30
OSS (+22.6%) EBON (Score: 58)
MUX (+16.0%) CHNR (Score: 59)
2026-01-27
BEAM (-4.2%) AQB (Score: 55)
2026-01-20
STUB (+13.7%) GITS (Score: 61)
2026-01-16
PGEN (-3.9%) ARVN (Score: 62)
2026-01-13
CLBT (+0.3%) ALKS (Score: 62)

Create Alert

AAPL