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Sector Balanced Improvers

Tradestie Score Based
49 Score

Concentrated APA (APA) Energy Portfolio for 2026 Value Investors

Seeking superior returns in a volatile market, the Sector Balanced Improvers portfolio offers a high-conviction bet on APA Corporation (APA), the leading energy holding that dominates this concentrated strategy for 2026. With 100% allocation to the energy sector, this single-stock approach serves as a compelling sector ETF alternative for those pursuing value investing in undervalued energy assets amid shifting global supply dynamics. APA Corporation stands out due to its current valuation and operational improvements, positioning it among top energy stocks to buy as oil markets stabilize into Q1 2026.

This portfolio targets aggressive growth through focused exposure rather than broad diversification, appealing to investors who prioritize high-conviction picks over traditional balanced funds. Ideal for those monitoring sector-specific trends, it highlights APA's potential in upstream operations and cost efficiencies that could drive performance in the coming year. However, the low diversification score underscores significant concentration risk, making it unsuitable for conservative strategies.

Market risks include energy price swings, geopolitical factors, and regulatory changes that often amplify volatility in this sector. Investors should consider how APA Corporation (APA) fits within a larger allocation to mitigate downside exposure during uncertain periods.

Total Return
-46.98%
YTD Return
-46.66%
Daily Return
-2.65%
Holdings
1
Initial Value
$10000
Current Value
$5302
Tracking Since
Dec 26, 2025
Diversification
2
Sector Allocation
Energy
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
APA 100.0% $33.03 -2.65% -10.78% -10.20% 49

Rebalance History

2026-06-11
AR (-12.5%) APA (Score: 63)
2026-06-05
APA dropped Return: -4.62%
2026-06-04
BORR dropped Return: -18.28%
2026-05-28
ACDC dropped Return: -19.28%
2026-05-22
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
BTU (-27.8%) ACDC (Score: 74)
2026-05-06
BTU (-27.8%) ACDC (Score: 74)
2026-05-06
2026-03-31
CNX dropped Return: -1.78%
CNX dropped Return: -1.78%
BTU dropped Return: -4.88%
BTU dropped Return: -4.88%
2026-03-13
2026-03-11
CVE dropped Return: +21.79%
2026-03-10
FMX dropped Return: +4.19%
2026-03-04
COCO dropped Return: -2.48%
2026-02-13
ADSE dropped Return: -12.84%
2026-02-12
CHNR dropped Return: -17.80%
EMP dropped Return: -0.33%
2026-02-11
AMTD dropped Return: -0.99%
2026-02-09
GCL dropped Return: -39.65%
2026-02-06
FTHM dropped Return: -17.58%
2026-02-05
BURL dropped Return: -0.80%
2026-02-04
APM dropped Return: -15.67%
2026-02-02
EGY (+36.2%) CVE (Score: 64)
AMST dropped Return: -14.29%
2026-02-01
AWI (-8.4%) ADSE (Score: 63)
SJM (+0.1%) FMX (Score: 65)
2026-01-30
BIOX (-37.0%) CHNR (Score: 59)
VST (-4.8%) EMP (Score: 63)
2026-01-29
RILY (+31.4%) AMTD (Score: 66)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-26
ALBT (-28.6%) FTHM (Score: 60)
2026-01-22
RGC (-32.8%) APM (Score: 59)
2026-01-16
FTK (-9.8%) BIOX (Score: 58)
2026-01-16
GRND (-2.3%) AMST (Score: 65)
2026-01-10
FCEL (-10.6%) AWI (Score: 69)
DBRG (-0.2%) ALBT (Score: 62)

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