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.
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|
|3||GT Adv. Tach.||3.00||2.78||-0.22||-7.33%|
|5||Next Era Energy||70.00||72.36||2.36||3.37%|
|Popular Logistics Fossil Fuel Reference Portfolio|
|5||Royal Dutch Shell||69.29||65.78||-3.51||-5.07%|
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..
An analyst with Popular Logistics, I hold a Bachelor’s in Biology, an MBA in “Managing for Sustainability” from Marlboro College, experience with information technology. I can be reached at ‘L Furman 97” @ G Mail.