Here’s the performance through August for the 10 Clean Energy Stocks for 2021 model portfolio… The market has turned down a bit since then but the relative performance has not changed significantly. The model portfolio is still well ahead of its benchmarks., both clean energy (RNRG) and broad market (SDY).
I don’t know if this recent downturn is just a blip, or the start of the possible larger decline I’ve been worrying about. But I’m prepared if it’s the latter.
DISCLOSURE: Long positions all the stocks in the model portfolio.
DISCLAIMER: Past performance is not a guarantee or a reliable indicator of future results. This article contains the current opinions of the author and such opinions are subject to change without notice. This article has been distributed for informational purposes only. Forecasts, estimates, and certain information contained herein should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.
Any thoughts on the restructuring of previous portfolio stock EVA to a corporation?
I like it. Thinking about writing about it.
Eneti has just dropped further. Is there a reason? Is it sensible to buy more?
I’ve been so wrong about this one, I’m reluctant to make a prediction.