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Portfolio Update

Income Investors: How Much Energy Should You Own Now?

By Roger S. Conrad, on Sep. 27, 2017

Since the Lifelong Income Portfolio’s launch in June 2013, the price of oil has basically fallen in half. The high yielding Alerian MLP Index has lost nearly 36 percent of its value, or 15 percent including dividend distributions.

As a result, it’s no great surprise that energy sector exposure has generally been a drag on our performance from the start.

Our average return for these six closed and six open positions is barely positive at 2.9 percent. That’s a solid outperformance of the average energy stock over one of the sector’s worst periods ever and an equally dramatic underperformance of the S&P 500.

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