RT Journal Article SR Electronic T1 Energy Stocks as a Separate Portfolio Allocation JF The Journal of Wealth Management FD Institutional Investor Journals SP 70 OP 86 DO 10.3905/jwm.2012.14.4.070 VO 14 IS 4 A1 William W. Jennings YR 2012 UL https://pm-research.com/content/14/4/70.abstract AB This article examines energy stocks in the context of a diversified investment portfolio. Several factors—the importance of the energy sector, energy stocks’ potential to hedge energy risks, growing interest in real assets, as well as anecdotes of sophisticated investors focusing on energy investments—motivate this look at energy stocks. The author demonstrates that a separate allocation to energy stocks enhances portfolio efficiency and potentially hedges against inflation and inflation surprises.TOPICS: Security analysis and valuation, commodities, performance measurement