Energy Portfolios, 24 Months: Sustainable Energy up 91%, Fossil Fuel DOWN 10%

by L J Furman, MBA on December 28, 2014

in Connecting the Dots, Sustainable Investing

PLEP_M24On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; Eight in the Sustainable Energy spaces and eight in the fossil fuels spaces. The results:

  • The Dow Jones Industrial Average is up 36.2 % from 12/21/12 to 12/19/14.
  • The S&P 500 is up 44.8% from 12/21/12.
  • The Fossil Fuel Portfolio has dropped 10.00%.
  • The Sustainable Energy portfolio is up 91.34% from Dec. 21, 2012 but down from August, 2014.

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 is now in bankruptcy protection, 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.

The data are summarized beginning in Table 1, below.

Summary Data
Portfolio 12/21/12 12/19/14 Delta %
Sustainable Energy 8,000,000 15,307,542 7,307,542 91.34%
Fossil Fuel 8,000,000 7,200,299 -799,701 -10.00%
DJI 13,091 17,825 4,734 36.16%
S&P 500 1,430 2,071 641 44.83%
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 12/19/14 Delta Delta %
1 Cree CREE 34.0 31.2 -2.78 -8.16%
2 First Solar FSLR 31.0 44.9 13.86 44.71%
3 GT Adv. Tech. GTAT 3.0 0.4 -2.57 -85.70%
4 Lighting Science LSCG 0.8 0.2 -0.60 -80.00%
5 Next Era Energy NEE 70.0 109.3 39.29 56.13%
6 Sun Power SPWR 5.4 25.7 20.31 374.03%
7 Solazyme SZYM 8.3 2.6 -5.78 -69.30%
8 Vestas VWS 6.3 37.8 31.49 499.05%
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 12/19/14 Delta Delta %
1 BP BP 42.1 39.4 -2.74 -6.51%
2 Chevron Texaco CVX 109.7 112.6 2.91 2.65%
3 Conoco Philips COP 58.6 70.9 12.30 20.99%
4 Exxon Mobil XOM 87.2 93.4 6.21 7.12%
5 Royal Dutch Shell RDS.A 69.3 68.6 -0.66 -0.95%
6 Haliburton HAL 34.7 40.5 5.79 16.67%
7 Transocean RIG 45.6 19.7 -25.93 -56.80%
8 Peabody Coal BTU 26.4 8.5 -17.86 -67.76%
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 12/19/14 Delta Delta %
1 Cree CREE 1,000 918 -82 -8.16%
2 First Solar FSLR 1,000 1,447 447 44.71%
3 GT Adv. Tech. GTAT 1,000 143 -857 -85.70%
4 Lighting Science LSCG 1,000 200 -800 -80.00%
5 Next Era Energy NEE 1,000 1,561 561 56.13%
6 Sun Power SPWR 1,000 4,740 3,740 374.03%
7 Solazyme SZYM 1,000 307 -693 -69.30%
8 Vestas VWS 1,000 5,990 4,990 499.05%
total 8,000 15,308 7,308 91.34%
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 12/19/14 Amount Per Cent
1 BP BP 1,000 935 -65 -6.51%
2 Chevron Texaco CVX 1,000 1,027 27 2.65%
3 Conoco Philips COP 1,000 1,210 210 20.99%
4 Exxon Mobil XOM 1,000 1,071 71 7.12%
5 Royal Dutch Shell RDS.A 1,000 990 -10 -0.95%
6 Haliburton HAL 1,000 1,167 167 16.67%
7 Transocean RIG 1,000 432 -568 -56.80%
8 Peabody Coal BTU 1,000 327 -673 -67.33%
total 8,000 7,158 -842 -10.52%
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 (Billions)
Item Company 12/21/12 12/19/14
1 Cree 3.9 3.8
2 First Solar 2.69 4.4
3 GT Adv. Tech. 0.36 0.1
4 Lighting Science 0.15 0.0
5 Next Era Energy 29.6 48.5
6 Sun Power 0.88 3.5
7 Solazyme 0.52 0.2
8 Vestas 1.48 8.5
total 39.58 68.92
Table 6

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

Fossil Fuel Portfolio – Market Capitalization
Market Capitalization (Billions)
Item Company 12/21/12 12/19/14
1 BP 133.8 118.3
2 Chevron Texaco 214.7 214.1
3 Conoco Philips 71.2 68.0
4 Exxon Mobil 397.7 394.7
5 Royal Dutch Shell 216.8 219.6
6 Haliburton 32.2 33.7
7 Transocean 16.4 7.0
8 Peabody Coal 6.37 2.1
total 1089.2 1057.5
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%
  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)
  30. L. Furman, 12/28/14, Energy Portfolios: 24 Months: Sustainable Energy Up 91%, Fossil Fuel DOWN 10%

An analyst with Popular Logistics, I hold a BS and an MBA and over 20 years experience in Information Technology. Available as a speaker and consultant, I can be reached at “LFurman . MBA” at G Mail.  The 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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