Popular Logistics Energy Portfolios. Sustainable Energy Doubles. Fossil Fuels increase by 5.4%

by L J Furman, MBA on July 22, 2013

in Alpha, Connecting the Dots, Energy Economics, Finance, Sustainable Investing

PLEP_13.7.22

In December, 2012 I created two portfolios, a “Sustainable Energy” portfolio comprised of 8 stocks in the solar, LED lighting, wind and biofuel sectors, and a “Fossil Fuel” portfolio, comprised of 8 stocks in the coal, oil, and fracking sectors. The results, after seven months, as illustrated above:

The Sustainable Energy portfolio more than doubled: it is up 101.77%
The Reference Fossil Fuel portfolio is up 5.4%
The Dow Jones Industrial Average is up 18.75%
The S&P 500 is up 18.6%.

The Sustainable Energy portfolio has significantly outperformed the Dow Jones Industrials and the S&P 500 and the Fossil Fuel portfolio.

These data are summarized in table 1 and below.

Summary Data
Value Value
Portfolio 12/21/12 07/22/13 Delta %
Sustainable Energy 8,000,000 16,141,443 8,141,443 101.77%
Fossil Fuel 8,000,000 8,432,260 432,260 5.40%
DJI 13,091 15,546 2,455 18.75%
S&P 500 1,430 1,696 266 18.60%
Table 1

The portfolios are detailed in Tables 2 and 3.

Table 2 – Sustainable Energy Portfolio

Sustainable Energy Portfolio – Stock Prices
Item Company Symbol 12/21/12 07/22/13 Delta Delta %
1 Cree CREE 34.0 70.0 36.03 105.97%
2 First Solar FSLR 31.0 49.1 18.05 58.23%
3 GT Adv. Tech. GTAT 3.0 5.1 2.07 69.00%
4 Lighting Science LSCG 0.8 0.4 -0.35 -46.67%
5 Next Era Energy NEE 70.0 84.9 14.88 21.26%
6 Sun Power SPWR 5.4 26.2 20.80 383.06%
7 Solazyme SZYM 8.3 11.8 3.45 41.37%
8 Vestas VWS 6.3 17.8 11.48 181.93%
Table 2

Table 3 – Fossil Fuel Portfolio

Fossil Fuel Portfolio – Stock Prices
Item Company Symbol 12/21/12 07/22/13 Delta Delta %
1 BP BP 42.1 43.2 1.08 2.56%
2 Chevron Texaco CVX 109.7 127.0 17.32 15.79%
3 Conoco Philips COP 58.6 65.8 7.23 12.34%
4 Exxon Mobil XOM 87.2 94.8 7.60 8.71%
5 Royal Dutch Shell RDS.A 69.3 68.2 -1.14 -1.65%
6 Haliburton HAL 34.7 45.1 10.37 29.88%
7 Transocean RIG 45.6 49.6 3.96 8.68%
8 Peabody Coal BTU 26.4 16.3 -10.03 -38.06%
Table 3

Table 4 –

Sustainable Energy Portfolio – Values
Item Company Symbol Shares 12/21/12 07/22/13 Delta Delta %
1 Cree CREE 29.41 1,000 2,060 1,060 105.97%
2 First Solar FSLR 32.26 1,000 1,582 582 58.23%
3 GT Adv. Tech. GTAT 333.33 1,000 1,690 690 69.00%
4 Lighting Science LSCG 1,333.33 1,000 533 -467 -46.67%
5 Next Era Energy NEE 14.29 1,000 1,213 213 21.26%
6 Sun Power SPWR 184.16 1,000 4,831 3,831 383.06%
7 Solazyme SZYM 119.90 1,000 1,414 414 41.37%
8 Vestas VWS 158.48 1,000 2,819 1,819 181.93%
total 8,000 16,141 8,141 101.77%
Note that the number of shares and portfolio values are in thousands.
Table 4

Table 5 –

Fossil Fuel Portfolio – Values
Value Delta
Item Company Symbol Shares 12/21/12 07/22/13 Amount Per Cent
1 BP BP 23.74 1,000 1,026 26 2.56%
2 Chevron Texaco CVX 9.11 1,000 1,158 158 15.79%
3 Conoco Philips COP 17.06 1,000 1,123 123 12.34%
4 Exxon Mobil XOM 11.46 1,000 1,087 87 8.71%
5 Royal Dutch Shell RDS.A 14.43 1,000 984 -16 -1.65%
6 Haliburton HAL 28.81 1,000 1,299 299 29.88%
7 Transocean RIG 21.91 1,000 1,087 87 8.68%
8 Peabody Coal BTU 38.46 1,000 628 -372 -37.23%
total 8,000 8,391 391 4.88%
Note that the number of shares and portfolio values are in thousands.
Table 5

Relevant posts: 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.
  8. L. Furman, 6/24/13, Popular Logistics Energy Portfolios: At 6 months
  9. L. Furman, 7/22/13, Popular Logistics Energy Portfolios: Sustainable Energy Doubles. Fossil Fuels increase 5.4%

 

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.

As an analyst with Popular Logistics, hold a BS and an MBA, I 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.”

 

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