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COP has become a 3-month top 15 performer within S&P500 | reopening position | Portfolio market value before rebalancing = $1,425,434.18 | Debt = $469,291.47 and equity = $956,142.71 | Retaining leverage of 1.5:1, new desired level of debt is $478,071.36 | With new level of debt, portfolio value = $1,434,214.07| Using 1/15 weight per equity amounts to $95,614.27 desired market value per equity |
Desired position at current price is 1290 shares | We buy 1290 shares
Short position with this company is suitable with the investment strategy of the fund as it has been in bottom 20 performers among S&P500 companies during the past six months. This transaction facilitates reaching an investment portfolio with equal weights between holdings.
Changing energy sector strategy. | 10% short, 90% long. | Equal weight within short and long positions. |Short leg: 8 energy companies with highest carbon footprint tradeable in LON, Nasdaq or NYSE and Stockfuse | According to CAI 2019, 6 companies with biggest carbon footprint between in 1965 and 2017 tradeable in stockfuse + two companies with biggest carbon footprint in 2017 accoring to M.J. Bradley & Associates 2017 | #4 per CAI