MLPA - 2 Reasons We Missed Out On AMLP

2024-06-04 03:36:23 ET

Summary

• We assigned the Alerian MLP ETF a Sell rating in December 2021, missing out on an extraordinary rally in the sector.
• Factors such as geopolitical instability and rampant inflation caused our thesis to unravel.
• We explore why AMLP outperformed and discuss the outlook for MLPs.

There is no avoiding the pain of being wrong. It hurts to have a thesis explode in your face, but life provides valuable opportunities to learn from your missteps. A prime example would be the "Sell" rating that we assigned to Alerian MLP ETF ( AMLP ) in December 2021. While it is better to miss out on an opportunity than watch your hard-earned capital evaporate in front of your eyes, "Fear Of Missing Out" or "FOMO" is as painful as a broken heart....

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