radcemera[at]toplop.net wrote:
- quote -

The energy stocks are about 10% of the market, so having about 20% in
energy is reasonable.

--
Ron

It seems political uncertainties increase probabilities that energy
costs will remain where they are or go higher. Today, there are
probably positive correlations between oil and other energy sectors,
but the economics and companies differ and in some cases other factors
may override the price of oil.

Standard portfolio considerations are part of your decisions to buy or
sell.

What is the Prevailing Wisdom - and, more important, likely to be
correct Wisdom - whether to hold or to sell oil, gas, electricity, and
other energy stocks which have produced substantial but for use
unrealized capital gains, which possibly could continue to rise in (if
not sold or otherwise cashed in, just putative) value, or plateau, or
begin to slip if income to energy companies begin to fall.

How much, as it were, stock ought one place on the apparent fact,
e.g., that despite the recent BP pipeline fiasco, trading cost for
energy related trusts and other enterprises in the area has so far
remained stable -- IOW, that knowledgeable insiders and related market
creators are continuing to act on the belief that oil is a winner?

Cash out then be disappointed if the stocks' sold continue to rise in
market value/price or hold and risk being disappointed if those
unrealized gains melt away . . . . ?