Energy Portfolios: 14 Months: Sustainable up 184.4%: Fossil Fuel up 8.7%

by L J Furman, MBA on February 24, 2014

in Connecting the Dots, Energy, Sustainable Investing

  • PL_Port.14.2bThe Dow Jones Industrial Average is up 23.01% from 12/21/12 to 2/21/14.
  • The S&P 500 is up 28.39%.
  • The Fossil Fuel Portfolio continues to dramatically underperform the reference indices. It is up 8.7% from Dec. 21, 2012.
  • The Sustainable Energy portfolio continues to dramatically outperform the averages, and is up 184.41% from Dec. 21, 2012.

Note that the Sustainable Energy portfolio does not include Solar City, SCTY, or Tesla Motors, TSLA. Solar City’s stock price is up 713.0%, from 10.73 on December 21, 2012 to 75.86 at the close of trading Feb. 21, 2014. Tesla is up 614.5% from 34 to 209.60.

 

PL_Port.14.2The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 02/21/14 Delta %
Sustainable Energy 8,000,000 22,752,477 14,752,477 184.41%
Fossil Fuel 8,000,000 8,696,336 696,336 8.70%
DJI 13,091 16,103 3,012 23.01%
S&P 500 1,430 1,836 406 28.39%
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 02/21/14 Delta Delta %
1 Cree CREE 34.0 60.3 26.28 77.29%
2 First Solar FSLR 31.0 55.9 24.93 80.42%
3 GT Adv. Tech. GTAT 3.0 12.1 9.11 303.67%
4 Lighting Science LSCG 0.8 0.4 -0.36 -48.00%
5 Next Era Energy NEE 70.0 92.6 22.56 32.23%
6 Sun Power SPWR 5.4 33.8 28.36 522.28%
7 Solazyme SZYM 8.3 11.2 2.90 34.77%
8 Vestas VWS 6.3 36.1 29.82 472.58%
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 02/21/14 Delta Delta %
1 BP BP 42.1 49.8 7.69 18.26%
2 Chevron Texaco CVX 109.7 112.7 2.97 2.71%
3 Conoco Philips COP 58.6 64.7 6.08 10.38%
4 Exxon Mobil XOM 87.2 95.0 7.80 8.94%
5 Royal Dutch Shell RDS.A 69.3 73.5 4.18 6.03%
6 Haliburton HAL 34.7 55.3 20.59 59.32%
7 Transocean RIG 45.6 43.1 -2.50 -5.48%
8 Peabody Coal BTU 26.4 17.0 -9.37 -35.56%
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 02/21/14 Delta Delta %
1 Cree CREE 1,000 1,773 773 77.29%
2 First Solar FSLR 1,000 1,804 804 80.42%
3 GT Adv. Tech. GTAT 1,000 4,037 3,037 303.67%
4 Lighting Science LSCG 1,000 520 -480 -48.00%
5 Next Era Energy NEE 1,000 1,322 322 32.23%
6 Sun Power SPWR 1,000 6,223 5,223 522.28%
7 Solazyme SZYM 1,000 1,348 348 34.77%
8 Vestas VWS 1,000 5,726 4,726 472.58%
total 8,000 22,752 14,752 184.41%
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 02/21/14 Amount Per Cent
1 BP BP 1,000 1,183 183 18.26%
2 Chevron Texaco CVX 1,000 1,027 27 2.71%
3 Conoco Philips COP 1,000 1,104 104 10.38%
4 Exxon Mobil XOM 1,000 1,089 89 8.94%
5 Royal Dutch Shell RDS.A 1,000 1,060 60 6.03%
6 Haliburton HAL 1,000 1,593 593 59.32%
7 Transocean RIG 1,000 945 -55 -5.48%
8 Peabody Coal BTU 1,000 653 -347 -34.69%
total 8,000 8,655 655 8.18%
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%.
  17. L. Furman, 2/24/14, Energy Portfolios: 14 Months: Sustainable Energy up 184.4%, Fossil Fuels up 8.7%

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.”

Previous post:

Next post: