FWIW Short NG Basket--Update
My ONLY energy holding are now CEN, MMT, SDY and POE. MMT and especially SDY and POE are microscopic positions for me. CEN is half my original position. I'm short a NG basket.
Energy stocks just aren't acting well and are underperforming. Even what I consider the best major, CVX, is acting poorly VS the SP 500. If you're primarily in energy be careful of group risk. It may be a time to raise cash and watch and wait for bargains to show up. It's early but IAW my post from a few days ago the risk levels are high here. Still an overall bull market...
Best to all...love this board and appreciate the energy expertise here! I spend little time on message boards but I find myself reading this one frequently.