Popular Logistics Energy Portfolios: The Trend Continues.

by L J Furman, MBA on May 13, 2013

in Connecting the Dots, Finance, Renewable, Sustainable, Sustainable Investing

 

Popular Logistics Energy Portfolios

The trend is clear – if 4 1/2 months is enough to establish a trend – the Sustainable Energy portfolio is up 58.78% from 12/21/12 while the Fossil Fuel portfolio is only up 6.71%. The Dow is up 15.49% and the S&P 500 is up 14.24% in that same period.

Is it because Atmospheric Carbon Dioxide has reached 400 PPM? (NPR / NY Times) Is Wall Street reacting because Goldman Sachs and JP Morgan, and other investment banks and hedge funds are hiring analysts from Greenpeace or people like me with MBAs in Sustainability from Marlboro, the Presidio, and the Bainbridge Institute?

Table 1, below, shows the summary data from which the graph, above was constructed.

Summary Data
Portfolio 12/21/12 05/10/13 Delta %
Sustainable Energy 8,000,000 12,702,795 4,702,795 58.78%
Fossil Fuel 8,000,000 8,537,134 537,134 6.71%
DJI 13,091 15,118 2,027 15.49%
S&P 500 1,430 1,634 204 14.24%
Table 1

Table 2, below, shows the stock price data for the Sustainable Energy portfolio.

Sustainable Energy Portfolio – Stock Prices
Item Company Symbol 12/21/12 05/10/13 Delta Delta %
1 Cree CREE 34.0 61.6 27.62 81.24%
2 First Solar FSLR 31.0 49.3 18.34 59.16%
3 GT Adv. Tech. GTAT 3.0 3.9 0.87 29.00%
4 Lighting Science LSCG 0.8 0.5 -0.25 -33.33%
5 Next Era Energy NEE 70.0 80.0 10.00 14.29%
6 Sun Power SPWR 5.4 18.0 12.57 231.49%
7 Solazyme SZYM 8.3 10.3 1.97 23.62%
8 Vestas VWS 6.3 10.4 4.09 64.82%
Table 2

Table 3, below, shows the stock price data for the Fossil Fuel portfolio.

Fossil Fuel Portfolio – Stock Prices
Item Company Symbol 12/21/12 05/10/13 Delta Delta %
1 BP BP 42.1 43.2 1.06 2.52%
2 Chevron Texaco CVX 109.7 123.2 13.52 12.32%
3 Conoco Philips COP 58.6 62.2 3.63 6.19%
4 Exxon Mobil XOM 87.2 90.1 2.91 3.34%
5 Royal Dutch Shell RDS.A 69.3 69.1 -0.23 -0.33%
6 Haliburton HAL 34.7 43.4 8.68 25.01%
7 Transocean RIG 45.6 54.6 9.00 19.72%
8 Peabody Coal BTU 26.4 21.0 -5.34 -20.27%
Table 3

Table 4, below, shows the investments in the Sustainable Energy Portfolio.

Sustainable Energy Portfolio – Values
Item Company Symbol Shares 12/21/12 05/10/13 Delta Delta %
1 Cree CREE 29,411.8 1,000,000 1,812,353 812,353 81.24%
2 First Solar FSLR 32,258.1 1,000,000 1,591,613 591,613 59.16%
3 GT Adv. Tech. GTAT 333,333.3 1,000,000 1,290,000 290,000 29.00%
4 Lighting Science LSCG 1,333,333.3 1,000,000 666,667 -333,333 -33.33%
5 Next Era Energy NEE 14,285.7 1,000,000 1,142,857 142,857 14.29%
6 Sun Power SPWR 184,162.1 1,000,000 3,314,917 2,314,917 231.49%
7 Solazyme SZYM 119,904.1 1,000,000 1,236,211 236,211 23.62%
8 Vestas VWS 158,478.6 1,000,000 1,648,177 648,177 64.82%
total 8,000,000 12,702,795 4,702,795 58.78%
Table 4

Table 5, below, shows the investments in the Fossil Fuel Energy Portfolio.

Fossil Fuel Portfolio – Values
Value Delta
Item Company Symbol Shares 12/21/12 05/10/13 Amount Per Cent
1 BP BP 23,741.7 1,000,000 1,025,166 25,166 2.52%
2 Chevron Texaco CVX 9,114.9 1,000,000 1,123,234 123,234 12.32%
3 Conoco Philips COP 17,064.8 1,000,000 1,061,945 61,945 6.19%
4 Exxon Mobil XOM 11,463.9 1,000,000 1,033,360 33,360 3.34%
5 Royal Dutch Shell RDS.A 14,432.1 1,000,000 996,681 -3,319 -0.33%
6 Haliburton HAL 28,810.1 1,000,000 1,250,072 250,072 25.01%
7 Transocean RIG 21,910.6 1,000,000 1,197,195 197,195 19.72%
8 Peabody Coal BTU 38,461.5 1,000,000 808,076 -191,924 -19.19%
total 8,000,000 8,495,730 495,730 6.20%
Table 5

Note that this was an experiment. I did not invest $16 million of real money in these 16 companies. As noted in a previous post in this series, I am not a fund manager or professional investment adviser, nor do I hold a Series 7 or other financial industry license.  If I was investing real money, I would not be investing equal amounts in these companies. I am long on the various companies in the Sustainable Energy space, and would short the companies in the fossil fuel space, except for Haliburton. The reasons I would not short Haliburton are classified.

Atmospheric Carbon

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..
  5. L. Furman, 3/23/13, Portfolio Simulation At 3 Months: Sustainable Energy: Up 22%. Fossil Fuels: 3%.
  6. L. Furman, 4/26/13, Earth Day, 2013. Oil Spills, Explosions, Fracking Business As Usual & The Stock Market Response
  7. L. Furman, 5/13/13, Popular Logistics Energy Portfolios: The Trend Continues.

 

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A candidate for General Assembly  (Site / Join / Contribute) to represent NJ Legislative District 12, which stretches from Matawan to to New Hanover and includes Old Bridge, Manalapan, Englishtown, Roosevelt, Millstone, Jackson, and various other towns (click here), and an analyst with Popular Logistics, Lawrence J. Furman holds a Bachelor’s in Biology, and an MBA in “Managing for Sustainability” from Marlboro College, Vermont. He also has experience in information technology. He can be reached at ‘Larry” at Furman For New Jersey. com.

 

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