Solar PV Investor Portfoilo

[odyd 1,268]

Show your holdings

[odyd 1,268]

I have created a real portfolio using the allocation of holdings based on the choices made here. I used dollars also from a poll here. I used end ranges as value, to build a buying power and added $1M in cash.

This file explains how I will manage the portfolio changes. Anyone can participate by simply reflecting your holdings.Everyone can do that. there is no percentage breakdowns, how much you would own one name.

There will be once a week adjustment to the portfolio based on the criteria explained in the file for transactions. I hope it will be fun.

If you have questions let me know.

SPVI Portfolio.xlsx

[odyd 1,268]

Please update all changes during the week. I will simply capture the changes on Saturday morning and use the closing prices from Friday. I noticed changes made today. Those changes will be executed as made in the coming week with the Friday pricing coming up. I know this is not exact reflection, but when made in the same fashion all the time, it will be fairly reflective of the fluctuation and mood of portfolio shifts.

The portfolio has been built as all purchases have been made on Jan 4th, 2016.....

Snapshot of the portfolio for those who do not like download excel file.

[odyd 1,268]

I have decided to decouple the portfolio size from the portfolio choice. This means we have unlimited amount of stock picking in here

Updated excel file

 

SPVI Portfolio.xlsx

[odyd 1,268]

This is the performance of the portfolio based on the purchases of today. Unfortunately no place provides the portfolio for the review by anyone. I moved to Google Finance as it is easier to execute transactions

 

[odyd 1,268]

Wk4 performance and changes in the layout of the portfolio,

Changes made after publication will be only reflected on next Friday.

 

SPVI Portfolio.xlsx

[odyd 1,268]

I find interesting that top four companies in our portfolio now include two yieldcos. I consider this a bit of the evolution in transition from manufacturing, developer to fixed income concept. Another observation, despite strong words toward return on JASO and TSL, both Canadian and Jinko solar show top holdings.

I noticed an article on SA describing benefits to JKS and CSIQ after JASO and TSL leave US exchanges. This article echoes my beliefs that both companies, could substantially gain by simply congregation of investors used to investing in Chinese solar now focusing on two instead of four.

Our poll seems to substantiate that belief.

[odyd 1,268]

Mid week snap.

CSIQ is officially the second worse performer after SUNE shortly after followed by JKS. SPVI portfolio is 17% down for the year.
 

[odyd 1,268]

week 5 of the portfolio, unchanged

 

SPVI Portfolio.xlsx

[odyd 1,268]

I went to check the poll votes and I am having problem to see who voted for what.

I would have to find a new way to award the winning pickers.

[odyd 1,268]

Update for week 7, complete sell off of the equity like NEP eliminated this stock from the portfolio. This is viewed as consolidating of the strategy.

Attached are the changes.

SPVI Portfolio.xlsx

[odyd 1,268]

week 8 portfolio

SPVI Portfolio.xlsx

[odyd 1,268]

Added adjustments made to the portfolio

 

SPVI Portfolio.xlsx

[odyd 1,268]

Our forum portfolio is currently 8 % down. I think this is a pretty good layout. At one point forum portfolio could be one of the better ones this year.

[odyd 1,268]

week 9 results

SPVI Portfolio.xlsx

[odyd 1,268]

week 10

SPVI Portfolio.xlsx