Archive for Performance

Q3 Portfolio Updates

Both my Quick Clean energy Tracking Portfolio and my Ten Green Energy Picks for 2009 have shown strong out performance through Q3.

For a while, I thought I was on to something with the tracking portfolio (like mutual fund managers were smart, or something), but it turned out that they just put higher risk stocks in their top 5 holdings.

I’ll claim some skill for the 10 pick though. I recently published updates fro two of them: The Algonquin Power Income Fund, and New Flyer Industries.

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Clean Energy Portfolio: Great Performance so Far & Ready for a Gamble

My Ten Clean Energy Picks for 2009 continue to blow the indexes away, although the ten gambles for 2009 have only kept pace.

Part of the reason the gambles have not kept up is the big drop in the price of Raser Technologies (RZ). Raser has fallen so for I now think it’s a bargain, not a gamble, and I increased my stake 3-fold.

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