Sustainable Energy Portfolio UP 16% & Fossil Fuel Portfolio Up 1.7% – Dec.21, 2012 to March 1, 2013

by L J Furman, MBA on March 2, 2013

in Connecting the Dots, Sustainable Investing

E_Portfolios.130301

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.

-

Posts in this series

  1. L. Furman, 12/21/12, Popular Logistics Sustainable Energy Portfolio,
  2. L. Furman, 2/8/13, Nega-Watts, Nega-Fuel-Watts, Mega-Bucks,
  3. L. Furman, 2/9/13, Gold Bricks and Sink-Holes – The Risk & Reward of Fossil Fuel, Solar & Wind,
  4. 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.

{ 0 comments… add one now }

Previous post:

Next post: