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SONNY’S VIEW · EQUITY RESEARCH
Equity Research
Bottom-up work on the buy side and the sell side: what protects the economics first, then the model, then the price. Each call carries the scenario that would break it.
Company reports
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Chevron Corporation
NYSE: CVX · Energy · Draft in progress
PORTFOLIO ALLOCATION · OCTOBER 17, 2026
H2 2026 Equity Allocation Brief
A top-down look at the nine stocks I hold and why each one is there. Of eight macro views from my mid-year outlook and the September piece, five hit, one broadly hit, one is still pending, and one missed.
Family accounts managed by the author hold all nine stocks discussed. Not investment advice.
13.6%
AI exposure, against 42.1% for SPY
0.07
Average correlation between holdings, past year
0.68
Market beta: a 10% S&P drop still means about 7%
What every report contains
The same structure in every Sonny’s View report, in English and Chinese, with the Excel model available on request by email.
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COVERAGE HISTORY
Earlier work
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