100% stock VP based on PP principles?
Posted: Tue Apr 10, 2012 8:50 am
Has anybody tried something like this, got any ideas how to improve it?
25% airline stocks (or the ETF "FAA")
25% stocks correlated to oil (I prefer something like BPT here - avoid the futures ETFs or oil companies)
25% natural gas income trusts (e.g. HGT,SJT which don't decay like NG futures, are the best pure-play IMHO)
25% nitrogen fertilizer stocks (highly profitable, but inverse to NG due to their NG-heavy cost structure, e.g. TNH is the pure play here)
The idea is to apply the "see-saw" principles of the PP to an aggressive stock-only VP.
Thanks
25% airline stocks (or the ETF "FAA")
25% stocks correlated to oil (I prefer something like BPT here - avoid the futures ETFs or oil companies)
25% natural gas income trusts (e.g. HGT,SJT which don't decay like NG futures, are the best pure-play IMHO)
25% nitrogen fertilizer stocks (highly profitable, but inverse to NG due to their NG-heavy cost structure, e.g. TNH is the pure play here)
The idea is to apply the "see-saw" principles of the PP to an aggressive stock-only VP.
Thanks