On Dec. 21, 2012, I put $16 Million imaginary dollars into 16 real energy companies; $1.0 Million into each of eight sustainable energy companies and $1.0 Million into each of eight fossil fuel companies. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of various companies, as of the close of trading 55 months later,

  • The Market Capitalization of the sustainable energy companies is up 140.6%, from $39.58 Billion to $99.2 Billion. (See Table 6, below).
  • The Market Capitalization of the Fossil Fuel portfolio is DOWN 11.99%, from $1.09 Trillion to $968.6 Billion. (See Tables 7 & 8, below).

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On Dec. 21, 2012, I began an experiment in “Sustainable Capitalism” or “Sustainable Finance.” I put $16 Million imaginary dollars in equal imaginary investments in 16 energy companies, $8.0 Million in $1.0 Million investments in eight “Sustainable” energy companies, the other $8.0 Million in $1.0 Million chunks in fossil fuel companies. 

As of the close of trading 54 months later,

  • The Market Capitalization of the sustainable energy companies is up 140.6%, from $39.58 Billion to $95.1 Billion. (See Table 6, below).
  • The Market Capitalization of the Fossil Fuel portfolio is DOWN 10.38%, from $1.09 Trillion to $976.13 Billion. (See Tables 7 & 8, below). 

This excludes the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space …

As of the close of trading on June 21, 2017:

  •  The Fossil Fuel portfolio went from $8.0 Million to $5.617 Million, down 29.8% overall, down 6.62% on an annualized basis.
  • The Sustainable Energy portfolio went from $8 Million to $19.75 Million, up 146.8%, overall and 32.6% on an annualized basis.
  • The Dow Jones Industrial Average is up 63.55% overall and 14.12% on an annualized basis; from 13,091 on 12/21/12 to 21,410 on 6/21/17.
  • The S&P 500 is up 70.35% overall and 15.6% on an annualized basis, from 1,430 on 12/21/12 to close at 2,436 on 6/21/17.

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At 4 Years, 5 Months:

  • Sustainable Energy UP 148.4%, 33.6% per year.
  • Fossil Fuel DOWN 24.9%, DOWN 5.6% per year.
  • The S&P 500 UP 66.6%, 15.1% per year. 

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On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 in the Sustainable Energy space and $8.0 in the fossil fuel space. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space,

As of the close of trading on May 19, 2017:

  • The Fossil Fuel portfolio went from $8.0 Million to $6.005 Million, down 24.9% overall, down 5.6% on an annualized basis.
  • The Sustainable Energy portfolio went from $8 Million to $19.87 Million, up 148.4%, overall and 33.6% on an annualized basis.
  • The Dow Jones Industrial Average is up 58.93% overall and 13.3% on an annualized basis; from 13.091 on 12/21/12 to 20,805 on 5/19/17.
  • The S&P 500 is up 66.57% overall and 15.1% on an annualized basis, from 1,430 on 12/21/12 to close at 2,382 on 4/19/17.

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Energy Portfolios, 4 Years, 4 Months:

  • Sustainable Energy Up 126.7% == 29.23% on an Annualized Basis.
  • Fossil Fuel DOWN 26.9% == 6.21% Annualized.
  • S&P 500 Up 64.27% == 14.63% Annualized.

Portfolios1704

On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 in the Sustainable Energy space and $8.0 in the fossil fuel space. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space.

As of the close of trading on April 21, 2017:

  • The Fossil Fuel portfolio went from $8.0 Million to $5.848 Million, down 26.9% overall, down 6.2% on an annualized basis.
  • Peabody Coal has Reorganized*. The market cap went from $6 Billion in Dec. 2012 to zero in April of this year.
  • The Sustainable Energy portfolio went from $8 Million to $18.1 Million, up 126.7%, overall and 29.23% on an annualized basis.
  • The Dow Jones Industrial Average is up 56.96% overall and 13.49% on an annualized basis, went from 13.091 on 12/21/12 to 20,548 on 4/21/17.
  • The S&P 500 is up 64.27% overall and 14.83% on an annualized basis, from 1,430 on 12/21/12 to close at 2,349 on 4/21/17.

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Portfolios1704_html_4f901e3

On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 in the Sustainable Energy space and $8.0 in the fossil fuel space. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space,

As of the close of trading on March 21, 2017:

  • The Fossil Fuel portfolio went from $8.0 Million to $5.995 Million, down 25.05% overall, down 5.9% on an annualized basis.
  • The Sustainable Energy portfolio went from $8 Million to $17.7 Million, up 120.9%, overall and 28.43% on an annualized basis.
  • The Dow Jones Industrial Average is up 58.45% overall and 13.75% on an annualized basis, went from 13.091 on 12/21/12 to 20,743 on 3/21/17.
  • The S&P 500 is up 65.38% overall and 15.38% on an annualized basis, from 1,430 on 12/21/12 to close at 2,365 on 3/21/17.

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PLPort_html_951db1c

As of the close of trading on February 21, 2016:

  • The hypothetical value of the Fossil Fuel portfolio is down 33.99% overall, from $8.0 Million to $5.28 Million. This is a collapse of -8.16% on an annualized basis.
  • The aggregate Market Captalization of the companies in the Fossil Fuel portfolio, as of the close of trading on March 3, 2017, dropped 8.68%, from $1.089 Trillion to $994.6 Billion.
  • The hypothetical value of the  Sustainable Energy portfolio has more than doubled since Dec. 2012. Up 117.25% overall and 28.14% on an annualized basis, from $8 Million to $17.38 Million.
  • The aggregate Market Capitalization of these companies, as of the close of trading on 3/3/17, increased 114.46%, from $39.58 Billion to $84.88 Billion
  • As of the close of trading on March 3, 2017, the Market Capitalization of the companies in the Sustainable Energy portfolio increased 114.46% from $39.58 Billion to $84.88 Billion.

In Comparison:

  • The Dow Jones Industrial Average is up 58.45% overall and 14.03% on an annualized basis from 13.091 on Dec. 21, 2012 to 20,743 on Feb. 21, 2017.
  • The S&P 500 is up 58.45% overall and 15.69% on an annualized basis, from 1,430 to 2,365.
  • The NASDAQ is up 94.17% overall and 22.60% on an annualized basis, from 3,021 to 5,866.

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Port.1701_html_m4ee8b1d2

Back in December, 2012 I started this experiment in sustainable investing. I took $16 million imaginary dollars and invested them, in imaginary $1.0 Million chunks, in 8 sustainable energy companies and 8 fossil fuel companies. The results are:

  • The Fossil Fuel portfolio is down 18.29% overall, from $8.0 Million to $6.54 Million. This is a collapse of -4.48% on an annualized basis. However, please note that my model does not account for dividends.
  • The Market Capitalization of the five big oil companies of the Fossil Fuel portfolio has decreased by 4.95%
  • The Sustainable Energy portfolio has essentially doubled in stock price since Dec. 2012. Up 98.98% overall and 24.24% on an annualized basis, from $8 Million to $15.92 Million.
  • The Market Capitalization of the Sustainable Energy portfolio has increased by 87.21% in this period.
  • The Dow Jones Industrial Average is up 51.43% overall and 12.60% on an annualized basis from 13.091 on Dec. 21, 2012 to 19,824 on Jan. 20, 2017.
  • The S&P 500 is up 57.97% overall and 14.20% on an annualized basis, from 1,430 to 2,259.
  • The NASDAQ is up 74.54% overall and 18.20% on an annualized basis, from 3,021 to 5,251.

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pop-log-port-4-yrs

As of the close of trading on December 21, 2016:

  • The Fossil Fuel portfolio is up to a point where it is only down 18% overall, from $8.0 Million to $6.56 Million. This is a collapse of -4.5% on an annualized basis.
  • The Sustainable Energy portfolio is up 86.75% overall and 21.69% on an annualized basis, from $8 Million to $14.94 Million.
  • The Dow Jones Industrial Average is up 52.33% overall and 13.1% on an annualized basis from 13.091 on Dec. 21, 2012 to 19,942 on Dec. 21, 2016.
  • The S&P 500 is up 58.38% overall and 14.6% on an annualized basis, from 1,430 to 2,265.
  • The NASDAQ is up 74.54% overall and 18.6% on an annualized basis, from 3,021 to 5,257.

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plp-16-11_html_m3215ec2cAs of the close of trading on November 21, 2016:

  • The Fossil Fuel portfolio is down 26% overall, down 6.8% on an annualized basis, from $8.0 Million to $6.4 Million, but is up 10% from $5.9 Million on Oct. 21, 2016.
  • This is a collapse of -5% on an annualized basis.
  • The Sustainable Energy portfolio is up 93.0% overall and 24% on an annualized basis, from $8 Million to $15.5 Million, and is down $2.9 Million from Oct. 21, 2016.
  • These recent fluctuations are probably due in part, to the election of Donald Trump.
  • The Dow Jones Industrial Average is up 44.8% overall and 11.4% on an annualized basis from 13.091 on Dec. 21, 2012 to 18,957 on Nov. 21, 2016.
  • The S&P 500 is up 53.7% overall and 13.7% on an annualized basis, from 1,430 to 2,198.
  • The NASDAQ is up 77.7% overall and 19.84% on an annualized basis, from 3,021 to 5,369.

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pl-port-16-10

On Dec. 21, 2012, I imagined $16 Million dollars in equal investments in 16 real energy companies; eight Sustainable Energy companies and eight Fossil Fuel companies. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space,

As of the close of trading on October 21, 2016:

  • The Fossil Fuel portfolio had a good month, up $399,427, or 7.24$ since Sept, 21, 2016, it is down 26% overall, and 6.8% on an annualized basis, from $8.0 Million to $5.9 Million,
  • The Sustainable Energy portfolio is up 130.0% overall and 33.9% on an annualized basis, from $8 Million to $18.4 Million.
  • The Dow Jones Industrial Average is up 38.6% overall and 10.1% on an annualized basis from 13.091 to 18,146.
  • The S&P 500 is up 49.7% overall and 12.97% on an annualized basis, from 1,430 to 2,141.
  • The NASDAQ is up 74.0% overall and 19.44% on an annualized basis, from 3,021 to 5257.

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3 Years, 9 Months: Sustainable Energy Up 134%, Fossil Fuel DOWN 31%

by L J Furman, MBA September 24, 2016

On Dec. 21, 2012, I imagined $16 Million dollars in equal investments in 16 real energy companies; eight Sustainable Energy companies and eight fossil fuel companies. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space. As of the close of trading on […]

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3 Years, 8 Months: Sustainable Energy Up 138%, Fossil Fuel DOWN 27%

by L J Furman, MBA August 22, 2016

On Dec. 21, 2012, I imagined $16 Million dollars in equal investments in 16 real energy companies; eight Sustainable Energy companies and eight fossil fuel companies. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space and a coal company, at the close of […]

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Energy Portfolios: 3 Years, 7 Months: Sustainable Energy Up 125.2%, Fossil Fuel DOWN 25.98%

by L J Furman, MBA August 20, 2016

On Dec. 21, 2012, I imagined $16 Million dollars in equal investments in 16 real energy companies; eight Sustainable Energy companies and eight fossil fuel companies. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space. As of the close of trading on […]

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Energy Portfolios: 3 Years, 6 Months: Sustainable Energy Up 125.2%, Fossil Fuel DOWN 25.98%

by L J Furman, MBA August 20, 2016

On Dec. 21, 2012, I imagined $16 Million dollars in equal investments in 16 real energy companies; $1.0 M in each company in each of eight companies in the Sustainable Energy space and $1.0 M each of eight companies in the fossil fuel space. Excluding the value of dividends and transaction costs, but including the bankruptcy or […]

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The Spectacular Failure of the Kemper Coal Carbon Sequestration Plant

by L J Furman, MBA July 15, 2016

The Kemper coal and natural gas facility is a 582 MW electric power plant that was supposed to cost $2.2 Billion and open in May, 2014. It hasn’t opened yet, and is now projected to cost $6.6 Billion, triple the original budget. According to Power Mag, here, The most recent filing pushes the bill to $6.66 billion. The plant […]

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