As of the close of trading on March 1, 2013, the virtual portfolio I created in Sustainable Energy stocks on 12/21/12 is up $1.3 Million, 16.31%, from $8.0 Million to $9.3 Million. The Fossil Fuel Reference Virtual Portfolio is up 1.71%, from $8.0 Million to $8.137 Million in the same time frame. The Dow Jones Industrial Average is up 7.63% and the S&P 500 is up 6.15%.
These results are summarized in Table 1, below.
| Summary Data | |||||
| Value | |||||
| Portfolio | 12/21/12 | 03/01/13 | Delta | % | |
| Sustainable Energy | 8,000,000 | 9,304,474 | 1,304,474 | 16.31% | |
| Fossil Fuel | 8,000,000 | 8,137,439 | 137,439 | 1.72% | |
| DJI | 13,091 | 14,090 | 999 | 7.63% | |
| S&P 500 | 1,430 | 1,518 | 88 | 6.15% | |
| Table 1 | |||||
Most of the increase in the Sustainable Energy stocks is in Sunpower, which has more than doubled and CREE, up 33.6%. Vestas is also up significantly. Solazyme is up but lags the indicies. First Solar and Lighting Sciences, and GT Advanced Tech. are down, table 2. Most of the increase in the Fossil Fuel portfolio is in Haliburton and Transocean. Holding the portfolio down is Peabody Coal, down 22%, table 3.
| Popular Logistics Sustainable Energy Portfolio | |||||
| Closing Prices |
|||||
| Item | Symbol | 12/21/12 | 03/01/13 | Delta | Delta % |
| 1 | CREE | 34.00 | 45.42 | 11.42 | 33.59% |
| 2 | First Solar | 31.00 | 25.35 | -5.65 | -18.23% |
| 3 | GT Adv. Tach. | 3.00 | 2.78 | -0.22 | -7.33% |
| 4 | Lighting Science | 0.75 | 0.63 | -0.12 | -16.00% |
| 5 | Next Era Energy | 70.00 | 72.36 | 2.36 | 3.37% |
| 6 | Sunpower | 5.43 | 11.84 | 6.41 | 118.05% |
| 7 | Solazyme | 8.34 | 8.74 | 0.4 | 4.80% |
| 8 | Vestas Wind | 6.3 | 7.08 | 0.77 | 12.20% |
| Table 2 | |||||
| Popular Logistics Fossil Fuel Reference Portfolio | |||||
| Closing Prices | |||||
| Item | Company | 12/21/12 | 03/01/13 | Delta | Delta % |
| 1 | BP | 42.12 | 40.33 | -1.79 | -4.25% |
| 2 | Chevron Texaco | 109.71 | 116.9 | 7.19 | 6.55% |
| 3 | Conoco Philips | 58.6 | 58.28 | -0.32 | -0.55% |
| 4 | Exxon Mobil | 87.23 | 89.43 | 2.2 | 2.52% |
| 5 | Royal Dutch Shell | 69.29 | 65.78 | -3.51 | -5.07% |
| 6 | Haliburton | 34.71 | 40.63 | 5.92 | 17.06% |
| 7 | Transocean | 45.64 | 52.15 | 6.51 | 14.26% |
| 8 | Peabody Coal | 26.35 | 20.56 | -5.79 | -21.97% |
| Table 3 | |||||
Stay tuned.
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Posts in this series
- L. Furman, 12/21/12, Popular Logistics Sustainable Energy Portfolio,
- L. Furman, 2/8/13, Nega-Watts, Nega-Fuel-Watts, Mega-Bucks,
- L. Furman, 2/9/13, Gold Bricks and Sink-Holes – The Risk & Reward of Fossil Fuel, Solar & Wind,
- L. Furman, 3/2/13, Sustainable Energy Portfolio UP 16% & Fossil Fuel Portfolio Up 1.7% – Since Dec.21, 2012..
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An analyst with Popular Logistics, I hold a BS and an MBA, am available for consulting in various domains and can be reached at “lfurman97” at G Mail. My goal in these posts is to present and discuss phenomena which I find interesting and which appear indicative of systemic shifts in the economy. Investments in equities of various companies are risky. I do NOT hold a “Series 6” or “Series 7” license from the SEC or any similar licensing body. I am NOT a licensed stock broker, investment adviser or financial adviser and this should n0t be considered “Financial Advice” or “Investment Advice.”