NGL Energy Partners LP (NGL)

[Windbag1014]

Thank you jugs, it's good to have someone around that has been doing this for a while. Great insights.

I was kind of seeing NGL as more of a defensive position that might hold up relatively well in a downturn. I currently am sitting on a pretty small allocation to NGL and was considering making it a larger bit of my portfolio. Larger to me is maybe 3% to 5%. Is my defensive call for NGL off here? I am sitting on a bit of cash (30%) as it seems there is no way to go but down for equities in my opinion.

Thanks again.