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Value Improvers

Tradestie Score Based
57 Score

Value Improvers portfolio targets undervalued energy stocks for dividend income

Unlock superior returns with the Value Improvers portfolio, a focused strategy designed to deliver dividend income and capital appreciation through undervalued energy stocks in the 2026 market outlook. This concentrated approach serves as a compelling sector ETF alternative for investors seeking exposure beyond broad market indices, emphasizing value investing principles to identify companies poised for growth amid rising global energy demand. By allocating nearly 100% to the energy sector, the portfolio prioritizes midstream infrastructure plays that generate stable cash flows and attractive yields.

The top holdings include Energy Transfer LP (ET) at 50.4%, known for its extensive pipeline network and consistent dividend growth, alongside Kinder Morgan Inc (KMI) at 49.7%, which benefits from natural gas expansion projects and undervalued stock metrics heading into Q1 2026. These selections stand out among energy stocks for 2026 due to their robust free cash flow generation and potential to outperform amid shifting supply dynamics. Ideal for passive income seekers building a retirement portfolio, this setup suits those comfortable with sector-specific bets rather than aggressive growth or beginner investors needing broad diversification.

Key considerations include high volatility from oil and gas price swings, regulatory risks in energy infrastructure, and limited diversification that could amplify losses during downturns. Overall, the Tradestie Score of 57 reflects moderate appeal for income-focused strategies in the current valuation environment.

Total Return
-10.38%
YTD Return
-9.35%
Daily Return
-1.65%
Holdings
2
Initial Value
$10000
Current Value
$8962
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
ET 50.4% $19.39 -1.17% +1.15% +14.33% 59
KMI 49.7% $31.68 -0.06% +1.93% +16.81% 58

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%
2026-05-21
AROC (-5.6%) APA (Score: 67)
2026-05-20
BKV (+0.7%) BORR (Score: 68)
2026-05-07
2026-05-06
2026-05-06
2026-05-06
2026-03-31
CNX dropped Return: -5.05%
BTU dropped Return: -9.13%
2026-03-30
ACLS dropped Return: +4.88%
2026-03-18
CAMT dropped Return: +0.39%
2026-03-11
2026-03-06
ENTG dropped Return: +9.18%
2026-03-04
FLEX dropped Return: -3.52%
2026-02-13
ADSE dropped Return: -12.84%
2026-02-09
AQB dropped Return: -10.89%
2026-02-01
AWI (-8.4%) ADSE (Score: 63)
ADP dropped Return: -7.22%
CCC dropped Return: -10.30%
CCLD dropped Return: -11.15%
BSY dropped Return: -12.48%
2026-01-28
EVLV (-9.9%) FLEX (Score: 62)
2026-01-27
SGMT (-1.9%) AQB (Score: 55)
2026-01-10
VERI (-6.8%) BSY (Score: 63)
EPM (-6.2%) ET (Score: 68)
SUPX (-19.5%) KMI (Score: 68)
TPL (-2.8%) ADP (Score: 66)
EVEX (+6.8%) AWI (Score: 69)
WYFI (-2.6%) CCC (Score: 61)

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