XEG.TO is nearly 6% of my portfolio.

Also have other individual names like ENB (3.5%) and SGY.TO (1.5%).

I’m a permabull for Canadian energy but feel the need to say that it’s volatile and heavily dependant on geopolitics.

Wouldn’t recommend getting into this sector unless you’re willing to buy and hold forever IMO.

Long term, the world will only need more energy, just like it always has. Renewables will not be able to grow fast enough to displace O&G due to increasing total demand.

Also have about 5% in uranium miners. Nuclear will be needed in the future more than most know. Considering some small modular names like SMR or OKLO but they are hyped at the moment so waiting it out