It is hard to say without really seeing what you are doing, but I think you are getting in over your head if you are not willing to devote a lot of time into it. I understand your thoughts about investing in something tangible, and I generally agree, but with regulation possibly getting tighter and tighter in the energy sector, you might strangle a lot of earnings. On one hand you have half of your portfolio in very safe things and the other half very risky business. When you get into the "trading" game, which is what you are playing here it is going to take a lot more of your time (and resources) than you think. Don't forget trading and investing is not the same thing at all. If investing is what you are doing you are overcomplicating things already. If you are trading remember, don't trade with any money you cannot easily afford to lose.
You seem to be confirming what I'm worried about. My money manager said she didn't think I was doing anything risky, but frankly I don't trust her, I prefer to just use her as a mechanism through which I can buy the stocks I want, not the ones she's paid to push. A lot of my customers engage in what I'd call hobbyist day trading, and I thought they were pretty with it until I started following their tips on google finance. As far as I can tell, the ones who used to be traders FOR A LIVING are lucky if they net zero over a six month period... Not that they ever tell you about their ass-shattering losses.
I don't mind putting time in, what I want to avoid is sitting in class, or at work, and spending 4 of 8 working hours hitting "refresh" on google stock quotes that are already 15 minutes old anyway. I realize my sell orders don't do dick after 4pm if after hours trading drops the price 50% but I feel like with most of my long term investments, either the dividend doesn't make up for decreases in stock price, in which case why wouldn't I dump it, or the growth is so slow its barely keeping pace with inflation... I'd wanted to get involved in commodities, which I have a better handle on and better resources of knowledge about (my mother and favorite customer were long time commodities corp. employees) but it seems like its impossible to trade commodities without A) a shit-ton of capital or B) dealing with shady ass outfits that hold everything in offshore accounts, and enter you into a sort of hedged mutual fund where you don't really get any options on what's being bought.
Metaphorical penny for your thoughts?