Energy Portfolios: 18 Months: Sustainable up 257.06%: Fossil Fuel up 24.56%

by L J Furman, MBA on June 24, 2014

in Connecting the Dots, Deep Economy, Energy, Sustainable Investing

PL_EnergyPort_14_06On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; Eight in the Sustainable Energy space and eight in the fossil fuel space. In the 18 months between the close of trading December 21, 2012 and the close of trading June 20, 2014,

  • The Dow Jones Industrial Average is up 29.46% from 12/21/12.
  • The S&P 500 is up 37.27%.
  • The Fossil Fuel Portfolio is up 24.56% from Dec. 21, 2012.
  • The Sustainable Energy portfolio is up 257.06% from Dec. 21, 2012.

In addition to the data summary, below, this post, the 21st in the series, will be followed with a summary analysis.

EnergyPortfolios_Indices_2014_06

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. I did not include Tesla and Solar City in the sustainable energy space, or  PSE&G, Valero, Hess, Sunoco, Gazprom in the Fossil Fuel portfolio, or expand it to include Entergy, Exelon, and other companies in the nuclear energy space.

The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 06/21/14 Delta %
Sustainable Energy 8,000,000 28,564,875 20,564,875 257.06%
Fossil Fuel 8,000,000 10,006,458 2,006,458 25.08%
DJI 13,091 16,947 3,856 29.46%
S&P 500 1,430 1,963 533 37.27%
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 06/21/14 Delta Delta %
1 Cree CREE 34.0 48.8 14.77 43.44%
2 First Solar FSLR 31.0 68.9 37.90 122.26%
3 GT Adv. Tech. GTAT 3.0 18.3 15.30 510.00%
4 Lighting Science LSCG 0.8 0.4 -0.39 -52.53%
5 Next Era Energy NEE 70.0 100.0 29.99 42.84%
6 Sun Power SPWR 5.4 40.3 34.84 641.62%
7 Solazyme SZYM 8.3 11.8 3.48 41.73%
8 Vestas VWS 6.3 50.9 44.62 707.13%
Table 2

The stock price data for the Sustainable Energy portfolio, with the addition of Tesla and Solar City are in Table 2a, below.

Sustainable Energy Portfolio – Plus Solar City and Tesla – Stock Prices
Item Company Symbol 12/21/12 06/21/14 Delta Delta %
1 – 8
9 Solar City SCTY 10.73 69 58.27 543.06%
10 Tesla Motors TSLA 34 229.59 195.59 575.26%
Table 2a

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 06/21/14 Delta Delta %
1 BP BP 42.1 52.8 10.66 25.31%
2 Chevron Texaco CVX 109.7 132.3 22.63 20.63%
3 Conoco Philips COP 58.6 85.4 26.76 45.67%
4 Exxon Mobil XOM 87.2 103.8 16.60 19.03%
5 Royal Dutch Shell RDS.A 69.3 82.4 13.06 18.85%
6 Haliburton HAL 34.7 70.2 35.53 102.36%
7 Transocean RIG 45.6 45.4 -0.26 -0.57%
8 Peabody Coal BTU 26.4 17.0 -9.40 -35.67%
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 06/21/14 Delta Delta %
1 Cree CREE 1,000 1,434 434 43.44%
2 First Solar FSLR 1,000 2,223 1,223 122.26%
3 GT Adv. Tech. GTAT 1,000 6,100 5,100 510.00%
4 Lighting Science LSCG 1,000 475 -525 -52.53%
5 Next Era Energy NEE 1,000 1,428 428 42.84%
6 Sun Power SPWR 1,000 7,416 6,416 641.62%
7 Solazyme SZYM 1,000 1,417 417 41.73%
8 Vestas VWS 1,000 8,071 7,071 707.13%
total 8,000 28,565 20,565 257.06%
Note that the values are in thousands.
Table 4

The valuation data for the Sustainable Energy Portfolio, plus Solar City and Tesla Motors are in Table 4a, below.

Sustainable Energy Portfolio – Valuation
    Value Delta
Item Company Symbol 12/21/12 06/21/14 Delta Delta %
1 – 8 total 8,000 28,565 20,565 257.06%
9 Solar City SCTY 1,000 6,431 5,431 543.06%
10 Tesla Motors TSLA 1,000 6,753 5,753 575.26%
Total 10,000 41,748 31,748 317.48%
Note that the values are in thousands.
Table 4a

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 06/21/14 Amount Per Cent
1 BP BP 1,000 1,253 253 25.31%
2 Chevron Texaco CVX 1,000 1,206 206 20.63%
3 Conoco Philips COP 1,000 1,457 457 45.67%
4 Exxon Mobil XOM 1,000 1,190 190 19.03%
5 Royal Dutch Shell RDS.A 1,000 1,188 188 18.85%
6 Haliburton HAL 1,000 2,024 1,024 102.36%
7 Transocean RIG 1,000 994 -6 -0.57%
8 Peabody Coal BTU 1,000 652 -348 -34.81%
total 8,000 9,965 1,965 24.56%
Note that the values are in thousands.
Table 5

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

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 Sustainable Energy Portfolio, plus Solar City and Tesla Motors are in Table 6a, below.

Sustainable Energy Portfolio
Market Capitalization
Item Company Market Cap
1 – 8 Sustainable E 60.39
9 Solar City 6.53
10 Tesla Motors 26.7
total 93.62
Table 6a

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

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%
  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%
  21. L. Furman, 6/24/14, Energy Portfolios, 18 Months: Sustainable Energy up 257%, Fossil Fuels up 24.6%

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.”

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