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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (79094)	2/4/2026 5:36:18 PM
From: Madharry	Respond to of 79147

I made a conscious effort to increase my energy exposure in the last 60 days, built up a decent size stake in xom and a mix of smaller energy plays, have had oxy and slb for years now total around 14% of my portfolio, worst part of my portfolio has been the crypto part, I have no explanation for the sharp decline, other than a combination of weak leverage players getting slaughtered and long term holder taking profits, I am just letting what i have ride for now. its possible that people have fears of the quantum boogie too. Looks like the break-even point for bitcoin mining is now around $75k. so it will be interesting to see how much additional production takes place at these levels,