Energy Portfolios, 23 Months: Sustainable Energy DOUBLED, Fossil Fuels DOWN (slightly)

by L J Furman, MBA on November 27, 2014

in Connecting the Dots, Sustainable Investing

PLPort.2014.11.21On 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. At the close of trading, Nov. 21, 2014, that would be worth $24.3 Million and all of the increase is in the sustainable energy portfolio.

  • The Dow Jones Industrial Average is up 36.05 % from 12/21/12 to 11/21/14.
  • The S&P 500 is up 44.34% from 12/21/12.
  • The Fossil Fuel Portfolio has DROPPED 0.02%.
  • The Sustainable Energy portfolio is up 105.99% from Dec. 21, 2012 but down from August, 2014.

The Sustainable Energy portfolio is composed of Cree (CREE) and Lighting Sciences (LSCG) in the LED space, GT Advanced Tech (GTAT), which at the time made solar ovens for cooking PV wafers, and today is diversifying, First Solar (FSLR) and Sunpower Corp. (SPWR) in the solar space, Vestas (VWSYF), a wind company, Solazyme (SZYM) a biofuel company and Next Era Energy (NEE), a utility.

The fossil fuel companies are the oil companies British Petroleum (BP), Chevron Texaco (CVX), Conoco Phillips (COP), Exxon Mobil (XOM) and RD Shell (RDS.A), the coal company Peabody Coal (BTU), and Haliburton (HAL) and Transocean (RIG), companies in the offshore oil and oil and gas drilling service industries.

The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 11/21/14 Delta %
Sustainable Energy 8,000,000 16,479,192 8,479,192 105.99%
Fossil Fuel 8,000,000 7,999,439 -561 -0.01%
DJI 13,091 17,810 4,719 36.05%
S&P 500 1,430 2,064 634 44.34%
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 11/21/14 Delta Delta %
1 Cree CREE 34.0 35.5 1.51 4.44%
2 First Solar FSLR 31.0 49.8 18.76 60.52%
3 GT Adv. Tech. GTAT 3.0 0.5 -2.51 -83.50%
4 Lighting Science LSCG 0.8 0.1 -0.61 -81.33%
5 Next Era Energy NEE 70.0 103.7 33.74 48.20%
6 Sun Power SPWR 5.4 29.4 23.98 441.62%
7 Solazyme SZYM 8.3 2.8 -5.58 -66.91%
8 Vestas VWS 6.3 39.4 33.12 524.88%
Note that 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 11/21/14 Delta Delta %
1 BP BP 42.1 42.4 0.30 0.71%
2 Chevron Texaco CVX 109.7 118.6 8.87 8.08%
3 Conoco Philips COP 58.6 73.6 15.04 25.67%
4 Exxon Mobil XOM 87.2 96.8 9.58 10.98%
5 Royal Dutch Shell RDS.A 69.3 71.8 2.51 3.62%
6 Haliburton HAL 34.7 50.6 15.92 45.87%
7 Transocean RIG 45.6 25.9 -19.71 -43.19%
8 Peabody Coal BTU 26.4 11.4 -14.91 -56.58%
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 11/21/14 Delta Delta %
1 Cree CREE 1,000 1,044 44 4.44%
2 First Solar FSLR 1,000 1,605 605 60.52%
3 GT Adv. Tech. GTAT 1,000 165 -835 -83.50%
4 Lighting Science LSCG 1,000 187 -813 -81.33%
5 Next Era Energy NEE 1,000 1,482 482 48.20%
6 Sun Power SPWR 1,000 5,416 4,416 441.62%
7 Solazyme SZYM 1,000 331 -669 -66.91%
8 Vestas VWS 1,000 6,249 5,249 524.88%
total 8,000 16,479 8,479 105.99%
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 11/21/14 Amount Per Cent
1 BP BP 1,000 1,007 7 0.71%
2 Chevron Texaco CVX 1,000 1,081 81 8.08%
3 Conoco Philips COP 1,000 1,257 257 25.67%
4 Exxon Mobil XOM 1,000 1,110 110 10.98%
5 Royal Dutch Shell RDS.A 1,000 1,036 36 3.62%
6 Haliburton HAL 1,000 1,459 459 45.87%
7 Transocean RIG 1,000 568 -432 -43.19%
8 Peabody Coal BTU 1,000 440 -560 -56.00%
total 8,000 7,957 -43 -0.53%
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 4.6
2 First Solar 6.3
3 GT Adv. Tech. 0.0
4 Lighting Science 0.1
5 Next Era Energy 43.0
6 Sun Power 6.7
7 Solazyme 0.7
8 Vestas 10.3
total 71.66
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 156.3
2 Chevron Texaco 249.9
3 Conoco Philips 103.8
4 Exxon Mobil 442.6
5 Royal Dutch Shell 261.7
6 Haliburton 60.0
7 Transocean 15.6
8 Peabody Coal 4.2
total 1294.1

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, 10/21/14, Energy Portfolios: 22 Months: Sustainable Energy Up But Dropping.
  29. L. Furman, 11/27/14, Energy Portfolios: 23 Months: Sustainable Energy DOUBLED, Fossil Fuel Down (slightly).

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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