Popular Logistics Energy Portfolios – an Exercise in Climate Capitalism

by L J Furman, MBA on August 23, 2013

in Connecting the Dots, Sustainable Investing, Value Investing

Popular Logistics Energy Portfolios

In December, 2012 I created two portfolios, a “Sustainable Energy” portfolio comprised of Cree, First Solar, GT Advanced Technology, Lighting Sciences, Next Era Energy, Sunpower Solar, Solazyme and Vestas, 8 stocks in the solar, LED lighting, wind and biofuel sectors, and a “Fossil Fuel” portfolio, comprised of BP, Chevron Texaco, Conoco Philips, Exxon Mobil, RD Shell, Haliburton, Transocean, and Peabody Coal, 8 stocks in the coal, oil, and fracking sectors. The results, after eight months, as illustrated above:

The Sustainable Energy portfolio, is now up 96.55%
The Reference Fossil Fuel portfolio is up 3.78%
The Dow Jones Industrial Average is up 14.66%
The S&P 500 is up 16.36%.

In a trend clearly evident in February, the Sustainable Energy portfolio has significantly outperformed the Dow Jones Industrials and the S&P 500, and the Fossil Fuel portfolio, which has significantly underperformed the indices.

These data are summarized in table 1 and below.

Summary Data
Portfolio 12/21/12 08/21/13 Delta %
Sustainable Energy $8,000,000 $15,724,266 $7,724,266 96.55%
Fossil Fuel $8,000,000 $8,302,069 $302,069 3.78%
DJI 13,091 15,010 1,919 14.66%
S&P 500 1,430 1,664 234 16.36%
Table 1

The details are below the fold.

Here are the details on the Sustainable Energy Portfolio

Sustainable Energy Portfolio – Stock Prices
Item Company Symbol 12/21/12 08/21/13 Delta Delta %
1 Cree CREE 34.0 57.0 23.00 67.65%
2 First Solar FSLR 31.0 39.0 7.97 25.71%
3 GT Adv. Tech. GTAT 3.0 6.7 3.69 123.00%
4 Lighting Science LSCG 0.8 0.4 -0.34 -44.67%
5 Next Era Energy NEE 70.0 81.4 11.41 16.30%
6 Sun Power SPWR 5.4 23.0 17.52 322.65%
7 Solazyme SZYM 8.3 11.9 3.58 42.93%
8 Vestas VWS 6.3 20.1 13.81 218.86%
Table 2

Here are the details on the Fossil Fuel Portfolio

Fossil Fuel Portfolio – Stock Prices
Item Company Symbol 12/21/12 08/21/13 Delta Delta %
1 BP BP 42.1 41.5 -0.61 -1.45%
2 Chevron Texaco CVX 109.7 119.5 9.82 8.95%
3 Conoco Philips COP 58.6 66.6 7.95 13.57%
4 Exxon Mobil XOM 87.2 87.5 0.29 0.33%
5 Royal Dutch Shell RDS.A 69.3 64.4 -4.87 -7.03%
6 Haliburton HAL 34.7 48.7 14.00 40.33%
7 Transocean RIG 45.6 46.9 1.23 2.70%
8 Peabody Coal BTU 26.4 17.9 -8.50 -32.26%
Table 3

 

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%
  10. L. Furman, 8/22/13, Popular Logistics Energy Portfolios: An Exercise in Climate Capitalism

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Larry Furman is a candidate for General Assembly  (Site / Join / Contribute) to represent NJ Legislative District 12, which stretches from Matawan to New Hanover and includes Old Bridge, Manalapan, Englishtown, Roosevelt, Millstone, Jackson, and various other towns (click here). He is also an analyst with Popular Logistics. He 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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