Thematic portfolio: Energy (January)

Powering the future power demand

Jan 09, 2026

∙ Paid

Thematic portfolios are a collection of stocks that I like within a particular theme. I construct a portfolio starting with $100,000 on Savvy Trader and allocate it across the various companies depending on their valuation, robustness, quality and opportunity.

Updates are provided once a month with commentary, changes and a breakdown.

Returns since inception (July 31, 2025):
Type-F Thematic: Energy: 14.51%
S&P 500: 10.86%
Performance against index: +3.66%
As of: 9 January, 2027

Thematic portfolio: Energy (January)

Powering the future power demand

Thematic portfolios are a collection of stocks that I like within a particular theme. I construct a portfolio starting with $100,000 on Savvy Trader and allocate it across the various companies depending on their valuation, robustness, quality and opportunity.

Updates are provided once a month with commentary, changes and a breakdown.

This post is for paid subscribers