The 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.
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|
|3||GT Adv. Tech.||GTAT||3.0||14.6||11.57||385.67%|
|5||Next Era Energy||NEE||70.0||96.3||26.28||37.54%|
The stock price data for the Fossil Fuel Portfolio are in Table 3, below.
|Fossil Fuel Portfolio – Stock Prices|
|5||Royal Dutch Shell||RDS.A||69.3||79.2||9.92||14.32%|
The valuation data for the Sustainable Energy Portfolio are in Table 4, below.
|Sustainable Energy Portfolio – Valuation|
|3||GT Adv. Tech.||GTAT||1,000||4,857||3,857||385.67%|
|5||Next Era Energy||NEE||1,000||1,375||375||37.54%|
|Note that the values are in thousands.|
The valuation data for the Fossil Fuel Portfolio are in Table 5, below.
|Fossil Fuel Portfolio – Valuations|
|5||Royal Dutch Shell||RDS.A||1,000||1,143||143||14.32%|
|Note that the values are in thousands.|
The market capitalization data for the Sustainable Energy Portfolio are in Table 6.
|Sustainable Energy Portfolio|
|3||GT Adv. Tech.||1.1|
|5||Next Era Energy||35.6|
The market capitalization data for the Fossil Fuel Portfolio are in Table 7.
|Fossil Fuel Portfolio|
|5||Royal Dutch Shell||211.8|
Posts in this series
- L. Furman, 12/21/12, Popular Logistics Sustainable Energy Portfolio,
- L. Furman, 2/8/13, Nega-Watts, Nega-Fuel-Watts, Mega-Bucks,
- L. Furman, 2/9/13, Gold Bricks and Sink-Holes – The Risk & Reward of Fossil Fuel, Solar & Wind,
- L. Furman, 3/2/13, Sustainable Energy Portfolio UP 16% & Fossil Fuel Portfolio Up 1.7% – Since Dec.21, 2012..
- L. Furman, 3/23/13, Portfolio Simulation At 3 Months: Sustainable Energy: Up 22%. Fossil Fuels: 3%.
- L. Furman, 4/26/13, Earth Day, 2013. Oil Spills, Explosions, Fracking Business As Usual & The Stock Market Response
- L. Furman, 5/13/13, Popular Logistics Energy Portfolios: The Trend Continues.
- L. Furman, 6/24/13, Popular Logistics Energy Portfolios: At 6 months
- L. Furman, 7/22/13, Popular Logistics Energy Portfolios: Sustainable Energy Doubles. Fossil Fuels increase 5.4%
- L. Furman, 8/22/13, Popular Logistics Energy Portfolios: An Exercise in Climate Capitalism
- L. Furman, 9/20/13, Energy Portfolios – Investing for the Future
- L. Furman, 10/21/13, Sustainable Investing – Green Energy, Green Economy
- L. Furman, 11/22/13, Energy Portfolios: Minor Corrections, Overall Results In Line With the Trend
- L. Furman, 12/23/13, Energy Portfolios at One Year Sustainable Energy up 140%. Fossil Fuels up 9.85%.
- L. Furman, 12/26/13, Energy Portfolios and Reference Indices, 2013 Summary.
- L. Furman, 1/22/14, Energy Portfolios: 13 Months, Sustainable Energy up 167.4%, Fossil Fuels up 9.44%.
- L. Furman, 2/24/14, Energy Portfolios: 14 Months: Sustainable Energy up 184.4%, Fossil Fuels up 8.7%
- L. Furman, 3/23/14, Energy Portfolios: 15 Months: Sustainable Energy up 222.6, Fossil Fuel up 7.3%
- L. Furman, 4/22/14, Energy Portfolios, 16 Months: Sustainable Energy up 204.25%, Fossil Fuel up 15.38%
- 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.”