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I have been all in on pot stocks (aphria/tilray) and O&G (Continental Resources and OneOk.)
I bailed out of Aphria when it went from 5.50 to 27.50 due to a Wallstreetbets run up. I have been nibbling back in Tilray (merged with Aphria). Long term they are positioned well in Europe and gearing up for when it goes legal in the US. Down about 15%, though I only have a couple grand in it. I will slowly accumulate.
I think O&G still has some run up to go. OPEC+ met today, but I haven't seen notes from the meet. My CLR is up 128% ytd. OKE up 53% and still pays a 6.5% dividend. I am way overweighted, hell, it's only money!
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