Energy Portfolios: 17 Months: Sustainable up 211.6%: Fossil Fuel up 18.52%

by L J Furman, MBA on May 21, 2014

in Connecting the Dots, Energy, Sustainable Investing

EnergyPortfolios_1405aThe Dow Jones Industrial Average is up 26.29% from 12/21/12.
The S&P 500 is up 32.03%.
The Fossil Fuel Portfolio is up 18.52% from Dec. 21, 2012.
The Sustainable Energy Portfolio is up 211.6% from Dec. 21, 2012.The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 05/21/14 Delta %
Sustainable Energy 8,000,000 24,929,367 16,929,367 211.62%
Fossil Fuel 8,000,000 9,481,508 1,481,508 18.52%
DJI 13,091 16,533 3,442 26.29%
S&P 500 1,430 1,888 458 32.03%
Table 1

 

The Sustainable Energy portfolio is composed of Cree and Lighting Sciences in the LED space, GTAT, which in Dec. 2012 focused on ovens for cooking PV wafers, and today is diversifying, First Solar and Sunpower in the solar space, Vestas, a wind company, Solazyme, a biofuel company and Next Era, a utility. The fossil fuel companies are the oil companies BP, Chevron Texaco, Conoco Phillips, Exxon Mobil and Royal Dutch Shell, the coal company Peabody Energy, and Haliburton and Transocean, companies in the offshore oil and oil and gas drilling service industries.

Given the actual performance of the company, I would probably have sold my holdings in Lighting Sciences Group, unless I was sitting on its board. Similaly, given the performance of the fossil fuel portfolio, I would divest all my holdings in those stocks.
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 05/21/14 Delta Delta %
1 Cree CREE 34.0 46.2 12.17 35.79%
2 First Solar FSLR 31.0 60.4 29.39 94.81%
3 GT Adv. Tech. GTAT 3.0 14.6 11.57 385.67%
4 Lighting Science LSCG 0.8 0.4 -0.37 -49.60%
5 Next Era Energy NEE 70.0 96.3 26.28 37.54%
6 Sun Power SPWR 5.4 31.2 25.75 474.22%
7 Solazyme SZYM 8.3 9.2 0.84 10.07%
8 Vestas VWS 6.3 50.8 44.45 704.44%
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 05/21/14 Delta Delta %
1 BP BP 42.1 51.5 9.35 22.20%
2 Chevron Texaco CVX 109.7 124.2 14.45 13.17%
3 Conoco Philips COP 58.6 78.5 19.93 34.01%
4 Exxon Mobil XOM 87.2 102.0 14.80 16.97%
5 Royal Dutch Shell RDS.A 69.3 79.2 9.92 14.32%
6 Haliburton HAL 34.7 63.2 28.46 81.99%
7 Transocean RIG 45.6 41.9 -3.70 -8.11%
8 Peabody Coal BTU 26.4 18.1 -8.30 -31.50%
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 05/21/14 Delta Delta %
1 Cree CREE 1,000 1,358 358 35.79%
2 First Solar FSLR 1,000 1,948 948 94.81%
3 GT Adv. Tech. GTAT 1,000 4,857 3,857 385.67%
4 Lighting Science LSCG 1,000 504 -496 -49.60%
5 Next Era Energy NEE 1,000 1,375 375 37.54%
6 Sun Power SPWR 1,000 5,742 4,742 474.22%
7 Solazyme SZYM 1,000 1,101 101 10.07%
8 Vestas VWS 1,000 8,044 7,044 704.44%
total 8,000 24,929 16,929 211.62%
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 – Valuations
Value Delta
Item Company Symbol 12/21/12 05/21/14 Amount Per Cent
1 BP BP 1,000 1,222 222 22.20%
2 Chevron Texaco CVX 1,000 1,132 132 13.17%
3 Conoco Philips COP 1,000 1,340 340 34.01%
4 Exxon Mobil XOM 1,000 1,170 170 16.97%
5 Royal Dutch Shell RDS.A 1,000 1,143 143 14.32%
6 Haliburton HAL 1,000 1,820 820 81.99%
7 Transocean RIG 1,000 919 -81 -8.11%
8 Peabody Coal BTU 1,000 694 -306 -30.58%
total 8,000 9,440 1,440 18.00%
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

xxx

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%
  18. L. Furman, 3/23/14, Energy Portfolios: 15 Months: Sustainable Energy up 222.6, Fossil Fuel up 7.3%
  19. L. Furman, 4/22/14, Energy Portfolios, 16 Months: Sustainable Energy up 204.25%, Fossil Fuel up 15.38%
  20. L. Furman, 5/21/14, Energy Portfolios, 17 Months: Sustainable Energy up 211.6%, Fossil Fuels up 18.5%

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 a phenomena I find “interesting” in a scientific sense. Investments in equities of various companies are risky.  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: