Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
"For a guy who said at the start of the year that I wanted to reduce my individual positions to no more than 50 companies, I clearly have conflicts: I just listed 39 companies I'd like to buy (at the right price.) "
Tom- this is exactly why there are thousands of investors out here would love to find an ETF product that focused on the Energy Transmission/ Storage/ Efficiency sector. We can't practically take and monitor positions in all these companies, especially when for most of us this won't make up more than 10% of our portfolio. Come on, I know you and John and Charles can develop an index that an ETF can be based on.
Good job Charles. Sign me up, but I still want a combo product including energy efficiency leaders and energy storage leaders. I think your exercise shows that there are enough stock out there. you could do well with 10-15 in each category, some old (Exide), some new (ITRI), some big(ABB), some small(AMSC). I know you can convince Tom and John, and then get funding. It would be a popular product, especially once we reapproach this energy cliff. Thanks
Is the New Smart Grid ETF That Smart? [View article]
I knew you could better job creating an grid/storage/efficiency index than this one.
Green Energy Experts: Why Do They Buy Solars? [View article]
Clean Energy Shopping List Series: Index and a Few Bonus Stocks [View article]
Tom- this is exactly why there are thousands of investors out here would love to find an ETF product that focused on the Energy Transmission/ Storage/ Efficiency sector. We can't practically take and monitor positions in all these companies, especially when for most of us this won't make up more than 10% of our portfolio.
Come on, I know you and John and Charles can develop an index that an ETF can be based on.
An Electric Grid Index [View article]
Thanks