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Sector Balanced Improvers

Tradestie Score Based
61 Score

Sector Balanced Improvers: Energy stocks for 2026 growth and value

The Sector Balanced Improvers portfolio delivers a concentrated bet on energy sector recovery, positioning investors for potential upside in undervalued stocks during the 2026 market outlook. With a strategy focused on score-based selection, this approach targets growth stocks and value investing opportunities rather than broad diversification, serving as a compelling sector ETF alternative for those seeking targeted exposure. Despite a low diversification score, the portfolio emphasizes companies poised to benefit from improving fundamentals in energy and related materials.

Archrock Inc (AROC) dominates at 66.7% allocation, offering midstream services that support natural gas infrastructure and stable cash flows attractive for dividend income seekers. Alto Ingredients Inc (ALTO) adds 33.3% weight in basic materials with ethanol production that aligns with evolving energy transition trends, making both holdings compelling for 2026 as demand stabilizes. These picks stand out among energy stocks to buy due to current valuation metrics and operational improvements.

This portfolio suits aggressive growth investors and sector-focused individuals building retirement portfolios with higher risk tolerance. Key considerations include significant market risks from energy price volatility, commodity swings, and limited holdings that amplify sector-specific factors in Q1 2026 and beyond.

Total Return
-52.21%
YTD Return
-51.92%
Daily Return
-5.73%
Holdings
2
Initial Value
$10000
Current Value
$4779
Tracking Since
Dec 26, 2025
Diversification
67
Sector Allocation
Energy
67%
Basic Materials
33%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
AROC 66.7% $36.79 -5.08% -12.30% -9.05% 64
ALTO 33.3% $5.56 -7.02% +7.13% -7.02% 56

Rebalance History

2026-07-01
2026-06-29
APA (-10.4%) AROC (Score: 68)
2026-06-11
AR (-12.5%) APA (Score: 63)
2026-06-05
APA dropped Return: -4.62%
2026-06-04
BORR dropped Return: -18.28%
2026-05-28
ACDC dropped Return: -19.28%
2026-05-22
CLMT dropped Return: +6.67%
2026-05-21
AROC (-5.6%) APA (Score: 67)
2026-05-20
BKV (+0.7%) BORR (Score: 68)
2026-05-08
2026-05-07
2026-05-06
BTU (-27.8%) ACDC (Score: 74)
2026-05-06
BTU (-27.8%) ACDC (Score: 74)
2026-05-06
2026-03-31
CNX dropped Return: -1.78%
CNX dropped Return: -1.78%
BTU dropped Return: -4.88%
BTU dropped Return: -4.88%
2026-03-13
2026-03-11
CVE dropped Return: +21.79%
2026-03-10
FMX dropped Return: +4.19%
2026-03-04
COCO dropped Return: -2.48%
2026-02-13
ADSE dropped Return: -12.84%
2026-02-12
CHNR dropped Return: -17.80%
EMP dropped Return: -0.33%
2026-02-11
AMTD dropped Return: -0.99%
2026-02-09
GCL dropped Return: -39.65%
2026-02-06
FTHM dropped Return: -17.58%
2026-02-05
BURL dropped Return: -0.80%
2026-02-04
APM dropped Return: -15.67%
2026-02-02
EGY (+36.2%) CVE (Score: 64)
AMST dropped Return: -14.29%
2026-02-01
AWI (-8.4%) ADSE (Score: 63)
SJM (+0.1%) FMX (Score: 65)
2026-01-30
BIOX (-37.0%) CHNR (Score: 59)
VST (-4.8%) EMP (Score: 63)
2026-01-29
RILY (+31.4%) AMTD (Score: 66)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-26
ALBT (-28.6%) FTHM (Score: 60)
2026-01-22
RGC (-32.8%) APM (Score: 59)
2026-01-16
FTK (-9.8%) BIOX (Score: 58)
2026-01-16
GRND (-2.3%) AMST (Score: 65)
2026-01-10
FCEL (-10.6%) AWI (Score: 69)
DBRG (-0.2%) ALBT (Score: 62)

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