The logic of replacing crude oil funds with oil LOF

PortfolioAlert · 2026-02-24T02:53:55+00:00

I have heavily invested in crude oil funds before the holiday, currently with a profit of over 10%. At present, crude oil LOFs generally trade at a premium, while oil LOFs are still at a discount. Whether the US will strike Iran and when is currently unknown, so the ultimate impact on oil prices is also uncertain. The so-called regime will most likely end up pleading for mercy to maintain control, ultimately favoring Western oil companies. Oil LOFs mainly consist of Western oil companies, so they should benefit more than crude oil funds in the end. I'm not sure if this logic has any issues.

PortfolioAlert

2026-02-24 02:53:55

Before the holiday, I heavily invested in crude oil funds, currently making over 10%. At present, crude oil ETFs generally trade at a premium, while oil ETFs are still at a discount. Whether the U.S. will strike Iran and when is unknown, so the ultimate impact on oil prices is uncertain. The so-called regime will likely end up begging for mercy to maintain power, ultimately favoring Western oil companies. Oil ETFs mainly consist of Western oil companies, so they should benefit more than crude oil funds in the end. I’m not sure if this logic makes sense.

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