Energy Portfolios, 20 Months: Sustainable Energy Up 229%, Fossil Fuel Up 18.4%

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Includes: BP, BTU, COP, CREE, CVX, FSLR, GTATQ, HAL, LSCG, NEE, RDS.A, RIG, SPWR, TVIAQ, VWDRY, XOM
by: Lawrence J. Furman

On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 Mil in the Sustainable Energy space and $8.0 Mil in the fossil fuel space.

  • The Dow Jones Industrial Average is up 30.16 % from 12/21/12.

  • The S&P 500 is up 39.3% from 12/21/12.

  • The Fossil Fuel Portfolio continues to dramatically underperform the reference indices. It is up 18.36% from Dec. 21, 2012 and down 5.67% from July, 2014.

  • The Sustainable Energy portfolio is up 229.19% from Dec. 21, 2012.

The Sustainable Energy portfolio is composed of Cree (NASDAQ:CREE) and Lighting Sciences (OTCPK:LSCG) in the LED space, GT Advanced Technologies (GTAT), First Solar (NASDAQ:FSLR) and Sunpower (NASDAQ:SPWR) in the solar space, Vestas (OTCPK:VWDRY), a wind company, Solazyme (SYZM) a biofuel company and Next Era (NYSE:NEE), a utility. The fossil fuel companies are the oil companies (NYSE:BP), Chevron Texaco (NYSE:CVX), Conoco Phillips (NYSE:COP), Exxon Mobil (NYSE:XOM) and RD Shell (NYSE:RDS.A), the coal company Peabody Energy (NYSE:BTU), and Haliburton (NYSE:HAL) and Transocean Ltd (NYSE:RIG), companies in the offshore oil and oil and gas drilling service industries. The Sustainable Energy portfolio does not include Tesla and Solar City.

The data are summarized beginning in Table 1, below.

The stock price data for the Sustainable Energy portfolio are in Table 2, below.

The stock price data for the Fossil Fuel Portfolio are in Table 3, below.

The valuation data for the Sustainable Energy Portfolio are in Table 4, below.

The valuation data for the Fossil Fuel Portfolio are in Table 5, below.

The market capitalization data for the Sustainable Energy Portfolio are in Table 6, below.

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

Disclosure: The author is long FSLR, LSCG, CREE, GTAT, SPWR, VWDRY, SYZM

Editor's Note: This article covers one or more stocks trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.