Tom Konrad, CFA
I write about investing in Renewable Energy, Energy Efficiency, and other green technologies because I’m worried. I’m worried that the inevitable transition away from fossil fuels driven by peaking supply and climate change could be much more painful than it needs to be because, as a society, we have massively underinvested in the infrastructure that we will need for the transition.
I don’t care if my readers are motivated by an altruistic wish to make the world a better place, or they just want to cash in on what promises to be the hottest stock market sector for years to come. I expect that most of you, like me, have some of both, and hope to do very well while doing good.
Whatever your motivation, I want to give you the tools to accomplish your goal, because, if you invest in the companies in this sector, they will be better able to continue developing and deploying the technology and infrastructure we all will need not too far down the road. This too is both altruistic and selfish: I don’t want to live in a world where we managed the transition badly.
That said, here are your tools. My intent is that in a few hours of reading these articles, you will know how to prepare your portfolio for the transition and will be able to use that information after taking into account your personal resources, needs, and investing experience.
If you don’t feel that you know what you need to do after reading all four, leave a comment. The answer to your question could very well end up being part five.
Part 4: Choosing the best Green sectors.
Part 6: How Many Stocks Should You Buy?
I’ve changed the order to give the series a more logical flow. Part 3 should have really been part 1, but I wrote it at a reader’s suggestion, after part 2 was published.
Stay tuned for a short series on Green Energy Investing for Experts to be published in December. (The link is to a search, articles will show up as they are published.)
DISCLAIMER: The information and trades provided here and in the comments are for informational purposes only and are not a solicitation to buy or sell any of these securities. Investing involves substantial risk and you should evaluate your own risk levels before you make any investment. Past results are not an indication of future performance. Please take the time to read the full disclaimer here.