Energy Portfolios: 13 Months: Sustainable up 167.4%: Fossil Fuel up 8.92%

by L J Furman, MBA on January 22, 2014

in Connecting the Dots, Energy, Sustainable

PL_Portfolio_14_1Figure 1, above, shows the relative performance of my hypothetical investments in sustainable Energy and Fossil Fuels, since Dec. 21., 2012.

  • The Dow Jones Industrial Average is up25.38% from 12/21/12.
  • The S&P 500 is up28.95%.
  • The Fossil Fuel Portfolio continues to dramatically underperform the reference indices. It is up 9.44% from Dec. 21, 2012, and down slightly from Dec. 20, 2013.
  • The Sustainable Energy portfolio continues to dramatically outperform the fossil fuel portfolio and the averages, and is up 167.37% from Dec. 21, 2012.

As described in the earlier posts in this series, in Dec., 2012, I read that MidAmerican Energy was buying large scale solar electric generating stations being built by First Solar and Sunpower, and being financed by GE. This got me thinking …

The companies in the Sustainable Energy industry are tiny compared to the companies in the Fossil Fuel industry. But they will grow. I know the sustainable energy industry will mature and level off. But I think that maturation is a long time in coming. And as the subsidies end for fossil fuel, as we run out of natural resources to exploit, as the “externalities” become harder to sweep under the rug – like a contaminated water supply for 300,000 people in West Virginia …

PL_Portfolio_14_1bThe data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 01/21/14 Delta %
Sustainable Energy 8,000,000 21,389,459 13,389,459 167.37%
Fossil Fuel 8,000,000 8,755,249 755,249 9.44%
DJI 13,091 16,414 3,323 25.38%
S&P 500 1,430 1,844 414 28.95%
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 01/21/14 Delta Delta %
1 Cree CREE 34.0 62.8 28.83 84.79%
2 First Solar FSLR 31.0 51.8 20.81 67.13%
3 GT Adv. Tech. GTAT 3.0 9.3 6.28 209.33%
4 Lighting Science LSCG 0.8 0.4 -0.39 -51.33%
5 Next Era Energy NEE 70.0 89.1 19.05 27.21%
6 Sun Power SPWR 5.4 34.0 28.54 525.60%
7 Solazyme SZYM 8.3 10.4 2.10 25.18%
8 Vestas VWS 6.3 34.8 28.46 451.03%
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 01/21/14 Delta Delta %
1 BP BP 42.1 48.5 6.41 15.22%
2 Chevron Texaco CVX 109.7 120.4 10.65 9.71%
3 Conoco Philips COP 58.6 68.3 9.66 16.48%
4 Exxon Mobil XOM 87.2 98.5 11.27 12.92%
5 Royal Dutch Shell RDS.A 69.3 71.3 1.99 2.87%
6 Haliburton HAL 34.7 49.8 15.07 43.42%
7 Transocean RIG 45.6 46.8 1.11 2.43%
8 Peabody Coal BTU 26.4 17.8 -8.59 -32.60%
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 01/21/14 Delta Delta %
1 Cree CREE 1,000 1,848 848 84.79%
2 First Solar FSLR 1,000 1,671 671 67.13%
3 GT Adv. Tech. GTAT 1,000 3,093 2,093 209.33%
4 Lighting Science LSCG 1,000 487 -513 -51.33%
5 Next Era Energy NEE 1,000 1,272 272 27.21%
6 Sun Power SPWR 1,000 6,256 5,256 525.60%
7 Solazyme SZYM 1,000 1,252 252 25.18%
8 Vestas VWS 1,000 5,510 4,510 451.03%
total 8,000 21,389 13,389 167.37%
Note that the values are in thousands.

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 01/21/14 Amount Per Cent
1 BP BP 1,000 1,152 152 15.22%
2 Chevron Texaco CVX 1,000 1,097 97 9.71%
3 Conoco Philips COP 1,000 1,165 165 16.48%
4 Exxon Mobil XOM 1,000 1,129 129 12.92%
5 Royal Dutch Shell RDS.A 1,000 1,029 29 2.87%
6 Haliburton HAL 1,000 1,434 434 43.42%
7 Transocean RIG 1,000 1,024 24 2.43%
8 Peabody Coal BTU 1,000 683 -317 -31.69%
total 8,000 8,714 714 8.92%
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%.
  15. L. Furman, 12/26/13, Energy Portfolios and Reference Indices, 2013 Summary.
  16. L. Furman, 1/22/14, Energy Portfolios: 13 Months, Sustainable Energy up 167.4%, Fossil Fuels up 9.44%.

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I, Larry Furman, an analyst with Popular Logistics, hold a BS and an MBA, 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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