Recent Portfolio Entries

Ten Clean Energy Stocks For 2016 Spring Forward
Tom Konrad CFA March and April were months of recovery for the broad market and for clean energy income stocks, but most clean energy stocks failed to participate in the rally.  By design, my Ten Clean Energy Stocks for... [ more ]

Marching Ahead: Ten Clean Energy Stocks For 2016
by Aurelien Windenberger I’ve been a fan of Tom Konrad’s annual renewable model portfolio for years, so I’m happy to be able to assist Tom with some of his monthly updates. After two chilly months to start off 2016,... [ more ]

Cold Winter, Spring Coming? Ten Clean Energy Stocks For 2016
Tom Konrad CFA The first two months of 2016 have been chilly ones for the market, and for clean energy stocks.  In addition to the worries about the world economy and plunging oil prices which have been hitting stocks... [ more ]

Ten Clean Energy Stocks For 2015: Income Comes In First; Growth Shrinks
Tom Konrad Ph.D., CFA 2015 was a very tough year for energy stocks, especially income oriented energy stocks such as (mostly fossil fuel) MLPs and (mostly clean energy) Yieldcos.  Not only did oil and gas prices drop dramatically, but... [ more ]

10 Clean Energy Stocks For 2016
Tom Konrad CFA The History and Future of the "10 Clean Energy Stocks" Model Portfolios 2016 will be the eighth and possibly final year I publish a list of ten clean energy stocks I expect to do well in... [ more ]

October Undoes September: Ten Clean Energy Stocks For 2015
Tom Konrad Ph.D., CFA In the two months since my last "monthly" update, clean energy stocks fell precipitously in September and then recovered most of those losses in October, although not for the year.  Income focused Yieldcos have been... [ more ]

Notes On YieldCos, Future Fuel, and Aspen Aerogels
by Tom Konrad Ph.D., CFA Since I have not had much time to write for AltEnegyStocks, I thought I'd share with readers some notes I wrote for investors in the JPS Green Economy Fund, a hedge fund for which... [ more ]

10 Clean Energy Stocks for 2015- September Performance
by Tom Konrad Ph.D., CFA Sorry I did not have time to write the usual monthly update article this weekend, but I hope to get to it in the next couple weeks. Until then, here is how the stocks were... [ more ]

Ten Clean Energy Stocks For 2015: Buying Opportunities
Tom Konrad Ph.D., CFA In the two months since my last "monthly" update, the stock market has been in turmoil.  At the end of June, I was pleased report that my Ten Clean Energy Stocks for 2015 model portfolio... [ more ]

Ten Clean Energy Stocks For 2015: Riding The Storm
Tom Konrad CFA The first half of 2015 saw a mild advance in the broad market, but concerns about rising interest rates and the ongoing Greek debt drama sent income stocks, clean energy, and most non-US currencies down decisively. ... [ more ]

May Dividends Rise: Ten Clean Energy Stocks For 2015
Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio had a good May, despite headwinds from the strengthening dollar and declines in clean energy stocks in general.  As a whole, the model portfolio rose 2.2% for... [ more ]

Value Trapped: Ten Clean Energy Stocks For 2015, April Update
Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio held on to first quarter gains in April, despite a 29% fall for one of the stocks.  (For details on that decline, see the Power REIT (NYSE:PW)... [ more ]

Ten Clean Energy Stocks For 2015: Marching Ahead
Tom Konrad CFA  My Ten Clean Energy Stocks for 2015 model portfolio added a second month to its winning streak, with a 6.1% gain for the month and a 5.7% gain for the year, despite a continued drag by... [ more ]

Ten Clean Energy Stocks For 2015: A Fine February
Tom Konrad CFA After a rough start to the year,  My Ten Clean Energy Stocks for 2015 posted a strong recovery in February.  For the month, the model portfolio rose 7.9% in local currency terms and, 8.3% in dollar... [ more ]

Ten Clean Energy Stocks: A Rocky Start To 2015
Tom Konrad CFA 2015 got off to a rocky start for both the broad market in general, as well as clean energy.  My Ten Clean Energy Stocks for 2015 model portfolio dd not fare any better, since the main... [ more ]