Energy Portfolios At One Year: Sustainable Energy up 140%, Fossil Fuel up 9.85%

by L J Furman, MBA on December 23, 2013

in Connecting the Dots, Energy, Sustainable

PL_EnergyPort_13_12

On Dec. 21, 2011, reading that MidAmerican Energy was investing in utility scale solar energy generation, I looked at First Solar and Sunpower. Then I looked at six other companies in the sustainable energy world. I created a model portfolio. To make things interesting, I looked at eight companies in the fossil fuel industy and invested $16 Imaginary Million in these 16 companies, $1.0 Imaginary Million in each. As of the close of trading one year later, Friday, Dec. 20, 2013,

  • The Dow Jones Industrial Average is up 23.91% from 12/21/12.
  • The S&P 500 is up 27.13%.
  • The Fossil Fuel Portfolio continues to dramatically underperform the reference indices. It is up 9.85% from Dec. 21, 2012.
  • The Sustainable Energy portfolio continues to dramatically outperform the averages, and is up 140.31% from Dec. 21, 2012.

The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 12/20/13 Delta %
Sustainable Energy 8,000,000 19,224,722 11,224,722 140.31%
Fossil Fuel 8,000,000 8,787,818 787,818 9.85%
DJI 13,091 16,221 3,130 23.91%
S&P 500 1,430 1,818 388 27.13%
Table 1

The stock price data for the Sustainable Energy portfolio are in Table 2, below.

Sustainable Energy Portfolio – Stock Prices
Item Company Symbol 12/21/12 12/20/13 Delta Delta %
1 Cree CREE 34.0 59.7 25.65 75.44%
2 First Solar FSLR 31.0 55.9 24.87 80.23%
3 GT Adv. Tech. GTAT 3.0 8.4 5.37 179.00%
4 Lighting Science LSCG 0.8 0.4 -0.35 -46.67%
5 Next Era Energy NEE 70.0 84.8 14.82 21.17%
6 Sun Power SPWR 5.4 29.2 23.73 437.02%
7 Solazyme SZYM 8.3 10.0 1.67 20.02%
8 Vestas VWS 6.3 28.8 22.48 356.26%
Table 2

The stock price data for the Fossil Fuel Portfolio are in Table 3, below.

Fossil Fuel Portfolio – Stock Prices
Item Company Symbol 12/21/12 12/20/13 Delta Delta %
1 BP BP 42.1 46.9 4.74 11.25%
2 Chevron Texaco CVX 109.7 122.8 13.07 11.91%
3 Conoco Philips COP 58.6 69.9 11.28 19.25%
4 Exxon Mobil XOM 87.2 98.7 11.45 13.13%
5 Royal Dutch Shell RDS.A 69.3 69.6 0.26 0.38%
6 Haliburton HAL 34.7 50.5 15.83 45.61%
7 Transocean RIG 45.6 47.0 1.36 2.98%
8 Peabody Coal BTU 26.4 18.2 -8.12 -30.82%
Table 3

The valuation data for the Sustainable Energy Portfolio are in Table 4, below.

Sustainable Energy Portfolio – Valuation
Value Delta
Item Company Symbol 12/21/12 12/20/13 Delta Delta %
1 Cree CREE 1,000 59,650 58,650 5865.00%
2 First Solar FSLR 1,000 55,870 54,870 5487.00%
3 GT Adv. Tech. GTAT 1,000 8,370 7,370 737.00%
4 Lighting Science LSCG 1,000 400 -600 -60.00%
5 Next Era Energy NEE 1,000 84,820 83,820 8382.00%
6 Sun Power SPWR 1,000 29,160 28,160 2816.00%
7 Solazyme SZYM 1,000 10,010 9,010 901.00%
8 Vestas VWS 1,000 28,790 27,790 2779.00%
total 8,000 277,070 269,070 3363.38%
Note that the values are in thousands.
Table 4

The valuation data for the Fossil Fuel Portfolio are in Table 5, below.

Fossil Fuel Portfolio – Values
Value Delta
Item Company Symbol 12/21/12 12/20/13 Amount Per Cent
1 BP BP 1,000 46,860 45,860 4586.00%
2 Chevron Texaco CVX 1,000 122,780 121,780 12178.00%
3 Conoco Philips COP 1,000 69,880 68,880 6888.00%
4 Exxon Mobil XOM 1,000 98,680 97,680 9768.00%
5 Royal Dutch Shell RDS.A 1,000 69,550 68,550 6855.00%
6 Haliburton HAL 1,000 50,540 49,540 4954.00%
7 Transocean RIG 1,000 47,000 46,000 4600.00%
8 Peabody Coal BTU 1,000 18,230 17,230 1723.00%
total 8,000 523,520 515,520 6444.00%
Note that the values are in thousands.
Table 5

The market capitalization data for the Sustainable Energy Portfolio are in Table 6.

Sustainable Energy Portfolio
Market Capitalization
Item Company Market Cap
1 Cree 8.8
2 First Solar 5.2
3 GT Adv. Tech. 1.1
4 Lighting Science 0.1
5 Next Era Energy 35.6
6 Sun Power 3.1
7 Solazyme 0.7
8 Vestas 5.8
total 60.39
Table 6

The market capitalization data for the Fossil Fuel Portfolio are in Table 7.

Fossil Fuel Portfolio
Market Capitalization
Item Company Market Cap
1 BP 137.1
2 Chevron Texaco 231.5
3 Conoco Philips 89.3
4 Exxon Mobil 383.4
5 Royal Dutch Shell 211.8
6 Haliburton 50.7
7 Transocean 16.8
8 Peabody Coal 5.1
total 1125.7
Table 7

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
  11. L. Furman, 9/20/13, Energy Portfolios – Investing for the Future
  12. L. Furman, 10/21/13, Sustainable Investing – Green Energy, Green Economy
  13. L. Furman, 11/22/13, Energy Portfolios: Minor Corrections, Overall Results In Line With the Trend
  14. L. Furman, 12/23/13, Energy Portfolios at One Year Sustainable Energy up 140%. Fossil Fuels up 9.85%.

-

Larry Furman, an analyst with Popular Logistics, holds a BS and an MBA, is available for consulting and can be reached at “lfurman97” at G Mail.

{ 0 comments… add one now }

Previous post:

Next post: