International Update
Our International Portfolio has fared well since its inception, with our conservative allocation generating a total return of 31.3 percent and our aggressive strategy overcoming an unprofitable bet on Just Energy (TSX: JE, NYSE: JE) to post a 12.4 percent gain. Seven of our picks have posted total returns of more than 30 percent. We round up the highlights from their second-quarter results and add a new name to our International Coverage Universe.
International Portfolio: The Solid Fourth-Quarter Results Continue
In local currency terms, the 20 names in our International Portfolio have returned an average of 11 percent since the strategy’s inception on Nov. 15, 2013–double the gains posted by the S&P/TSX Composite Index and five times the return eked out by the S&P/ASX 200.
Earnings Cavalcade
Regardless of developments in global currency markets, the picks in our International Portfolio continue to execute and grow their earnings, putting them on track to deliver robust returns over the long haul.
02/05/14: Down and Out Down Under
Currency headwinds have weighed on the performance of the four Australian equities in our International Energy Portfolio.
Canadian Values
Canadian equities underperformed last year, but savvy investors with a longer time horizon can pick up some of our favorite dividend-paying names at favorable valuations.
International Energy Portfolio — Aggressive Holdings
We introduce the 10 holdings in the International Energy Portfolio’s aggressive category.
Introducing Roger Conrad’s International Energy Portfolio
You asked for it and we heard you loud and clear. Energy & Income Advisor’s International Portfolio, which features our top picks from Australia and Canada, launched this month in the website’s Model Portfolios section.
Live Chat with
Elliott and Roger on Feb. 25, 2021
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLPs and Midstream
Our assessment of every energy-related master limited partnership.
International Coverage
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor