Normally I do not comments on others' investment strategy and results.
I am impressed by your discipline, rationality, honesty , and transparency. I truly believe your strategy will work other time, and it must have worked quit well for your.
High sharpe ratio strategy is very attractive in proffessional world.
Here maybe one caveat in your positioning: energy sector's expected EPS for Q3 was down 20% as of late.
Of course, it is a well know data, maybe already priced in.
Good luck
