Sustainable Investing

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 […]

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 […]

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 […]

As 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 […]

Wall St. 1/21/16. 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. Today it is worth an imaginary $23.48 Million because while the Fossil Fuel portfolio dropped 42.8% of it’s total value, […]

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 […]

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, The […]

We are watching a paradigm shift. How else can we explain the dramatic rise of the Sustainable Energy portfolio, the equally dramatic underperformance of the Fossil Fuel portfolio, compared to the Dow Industrials and the S&P 500 since I started this experiment on Dec. 21, 2012? The data are in my post of June 24, […]

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. The Sustainable Energy portfolio is composed of Cree and Lighting Sciences in the LED space, GTAT, which at the time made solar ovens […]

On Dec. 21, 2011, with $16 Imaginary Million, I created an investment simulation. I invested $1.0 Million in imaginary money in each of eight fossil fuel companies and eight sustainable energy companies. As of the close of trading 11 months later, Friday, Nov. 22, 2013, the trend, clearly evident after three months, in March of […]

After Six Months, The Sustainable Energy portfolio is up 61.78% The Reference Fossil Fuel portfolio is DOWN 0.39% The Dow Jones Industrial Average is up 16.49% The S&P 500 is up 14.76%. These data are summarized in table 1 and discussed below the fold.

Wall St. NYC, April 26, 2013. Monday, April 22, 2013 was Earth Day.  At the close of trading Thursday, April 25, 2013,  as compared to my reference date of Dec. 21, 2012, the Dow Jones Industrials was up 12.3% , the S&P 500 closed up 10.84%, the “Popular Logistics Fossil Fuel Reference Portfolio was up […]

Jeremy Grantham, the founder of GMO LLC, a hedge fund with $93 Billion under management, will speak Friday, 12/2/2011, at 5:00 PM at the Marlboro College Grad School, 28 Vernon Street, Brattleboro, Vermont. Grantham has written “Everything you need to know about global warming in 5 minutes,” which can be found at Think Progress and […]

At a seminar on June 9, 2011, on securing the mobile worker, Apple‘s representative said  “We truly did not understand what we built.” That’s a direct quote. He went on to say “Here’s how they use it at GE, and Hyatt, and in the pharmaceutical industry.” A few minutes later he said “When users tell […]

Sustainable Investing is a subset of Value Investing. A Sustainable Investor might pass up a bargain on an unsustainable company or a well run company in an unsustainable sector, but will do well long term and sleep well at night.