Energy Portfolios: 22 Months: Sustainable Energy Up But Dropping

by L J Furman, MBA on October 21, 2014

in Connecting the Dots, Sustainable, Sustainable Investing

PLPort.2014.10.21

On 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. Between December 21, 2012 and October 21, 2014

By 10/15/14, GT Advanced Tech had filed for bankruptcy protection, and other stocks in the portfolio dropped to points near their Dec. 2012. The portfolio as a whole dropped 55% from Sept. 19, 2014. Stay tuned, and keep your seat belt on. The Sustainable Energy portfolio is composed of Cree and Lighting Sciences in the LED space, GT Advanced Technologies, First Solar and Sunpower in the solar space, Vestas, a wind company, Solazyme a biofuel company and Next Era, a utility. In December, 2012, GT Advanced Technologies made “Solar Ovens” for developing PV solar modules. In early October, 2012, the company filed for bankruptcy protection.

The fossil fuel companies are the oil companies BP, Chevron Texaco, Conoco Phillips, Exxon Mobil and RD Shell, the coal company Peabody Energy, and Haliburton and Transocean Ltd, companies in the offshore oil and oil and gas drilling service industries. The Sustainable Energy portfolio does not include Tesla and Solar City.

The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 10/21/14 Delta %
Sustainable Energy 8,000,000 16,550,777 8,550,777 106.88%
Fossil Fuel 8,000,000 8,080,526 80,526 1.01%
DJI 13,091 16,615 3,524 26.92%
S&P 500 1,430 1,941 511 35.75%
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 10/21/14 Delta Delta %
1 Cree CREE 34.0 33.0 -1.00 -2.94%
2 First Solar FSLR 31.0 56.0 25.00 80.65%
3 GT Adv. Tech. GTAT 3.0 0.6 -2.40 -80.00%
4 Lighting Science LSCG 0.8 0.2 -0.57 -76.00%
5 Next Era Energy NEE 70.0 96.0 26.00 37.14%
6 Sun Power SPWR 5.4 32.0 26.57 489.32%
7 Solazyme SZYM 8.3 7.0 -1.34 -16.07%
8 Vestas VWS 6.3 33.0 26.69 422.98%
Note that these data are old. GTAT is currently in bankruptcy protection.
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 10/21/14 Delta Delta %
1 BP BP 42.1 42.0 -0.12 -0.28%
2 Chevron Texaco CVX 109.7 115.0 5.29 4.82%
3 Conoco Philips COP 58.6 71.0 12.40 21.16%
4 Exxon Mobil XOM 87.2 94.0 6.77 7.76%
5 Royal Dutch Shell RDS.A 69.3 70.0 0.71 1.02%
6 Haliburton HAL 34.7 56.0 21.29 61.34%
7 Transocean RIG 45.6 30.0 -15.64 -34.27%
8 Peabody Coal BTU 26.4 11.0 -15.35 -58.25%
Table 3

The valuation data for the Sustainable Energy Portfolio the Fossil Fuel Portfolio are posted on Seeking Alpha.

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%
  22. L. Furman, 6/26/14, Energy Portfolios: 18 Months, Analysis
  23. L. Furman, 7/22/14, Energy Portfolios: 19 Months: Sustainable Energy up 222%, Fossil Fuels up 25%
  24. L. Furman, 8/23/14, Energy Portfolios: 20 Months: Sustainable Energy up 229%, Fossil Fuels up 18.4%
  25. L. Furman, 8/29 /14, Energy Portfolios: 20 Months: Conclusion & Observations
  26. L. Furman, 10/1/14, The Paradigm Is Shifting; Fossil Fuels Are Becoming Fossils
  27. L. Furman, 10/7/14, Cree: Strong Financials, But …
  28. L. Furman, 10/15/14, Energy Portfolios: 21 Months: Sustainable Energy Up But Dropping.

I, Larry Furman, am an analyst with Popular Logistics. I hold a BS and an MBA. I am available for consulting in various domains and can be reached at “LFurman . MBA” 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 license from any other 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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