SDR I don’t see how to pick an arbitrary start date like 1/1/20, but I am up a 63% according to fidelity since account opening on 7/31/15 thru 5/31/22, compared with 284% for SPY and 18% for Bloomberg bond index.

June is looking great so far too.

The oil equities and calls have been paying off big. I sold a few of my XOM calls today for a 3x gain in less than a month. I also closed a short put I wrote for $75 that was $360 when I wrote it, and probably will continue to write XOM puts in little bits.

My best straight oilco purchase is MRO, up 31% in less than a month and SU, up 50% since February 2022.

My worst performing oil stock is Total, TTE. It is still up, but badly lagging the rest of the major oilcos before I purchased, and still lagging. I read their last annual and quarterly report and can see no good reason for their extreme underperformance. They are only up about 50% from their 52 week low when most others are up at least 100%.

I have long learned and accepted that giant European companies usually trade at a large discount to similar American companies, but that doesn’t explain it.

I have now dropped the idea for now of buying oil futures directly and think more TTE calls are the best bang for buck.

My worst long position right now are warrants in the Trump SPAC, down about 40%. I continue to think it will be a insane meme stock once the deal closes. If you want a crazy bet that could easily 5x, it is DWACW.