Alternative Energy Portfolio Gives Back Gains

 

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Alternative Energy Portfolio Gives Back Gains

Posted: 4/10/2015

The Roen Financial Report Paradigm Portfolio has given back some of its gains, down 9% from the high reached a year ago. Still, this select portfolio has gained 37.1% since inception after accounting for additions, removals, and rebalancing*. This update includes one promising fuel alternative company that has been added to the portfolio, and one […]

 

Green Mutual Funds/ ETFs Show Signs of Life in 2015

Posted: 3/31/2015

The April 2015 edition of Alternative Energy Mutual Funds & Exchange Traded Funds report is now available. Visit our Mutual Fund/ETF site to download your copy.   Alternative Energy Mutual Fund Recovering Alternative energy mutual funds are continuing to recover from a slump which started in fall 2014. Annual returns range greatly, though, from a […]

 

Uncovering Green Alternative Energy Mutual Funds

Posted: 1/19/2015

by Harris Roen, Editor Roen Financial Report January 19, 2015 Not all alternative energy mutual funds are created equal. In a recent interview with the Wall Street Journal, a reporter asked me which alternative energy mutual funds were the most focused on renewables, noting that many mutual funds hold non-energy related companies such as Apple, […]

 

2014 Alternative Energy Mutual Fund/ ETF Review

Posted: 1/5/2015

The January 2015 edition of Alternative Energy Mutual Funds & Exchange Traded Funds report is now available. Visit our Mutual Fund/ETF site to download your copy.   Alternative Energy Mutual Fund Returns Down Falling fossil fuel prices have hampered 2014 returns for alternative energy mutual funds. Returns are slightly down on average for the past […]

 

New Companies Added to Green Dividend Yield Portfolio

Posted: 12/19/2014

by Harris Roen, Editor Roen Financial Report December 19, 2014   The Roen Financial Report Green Dividend Yield Portfolio is made up of high-yielding alternative energy companies aimed at generating meaningful income for dividend investors. This diversified 20-stock portfolio is carefully picked from a universe of +/- 250 alternative energy companies, and has an average […]

 

Portfolio Update: Two Upbeat Alternative Energy Investment Ideas

Posted: 11/14/2014

by Harris Roen, Editor Roen Financial Report November 14, 2014 The Roen Financial Report Paradigm Portfolio has moved off its record highs reached this summer, but is still smartly up. This select portfolio has gained 42.7% since inception after accounting for additions, removals, and rebalancing*. Two promising alternative energy stocks are being added to the […]

 

Danger Ahead for Alternative Energy Mutual Funds and ETFs?

Posted: 10/7/2014

The October 2014 edition of Alternative Energy Mutual Funds & Exchange Traded Funds report is now available. Visit our Mutual Fund/ETF site to download your copy.   Green Mutual Fund Returns Falter Returns for green mutual funds have slid as of late. Longer term, however, alternative energy MFs are still showing strong gains. All MFs […]

 

Select Alternative Energy Portfolio Reaches New Highs

Posted: 7/8/2014

by Harris Roen, Editor Roen Financial Report July 8, 2014   The Roen Financial Report Paradigm Portfolio has reached record highs as investors on Wall Street are looking more seriously at the alternative energy sector again. This select portfolio is up 50% since inception after accounting for additions, removals, and rebalancing*. No new stocks are […]

 

Bull Market in Alternative Energy Mutual Funds and ETFs

Posted: 7/1/2014

by Harris Roen, Editor Roen Financial Report July 1, 2014   The Roen Financial Report closely covers the universe of 31 alternative energy Mutual Funds (MFs) and Exchange Traded Funds (ETFs). We use a proprietary ranking method to pick the best funds, looking at measures that include fees, risk, tax liability, and the financial health […]

 

Carbon Winners and Losers – There’s a New Rule in Town

Posted: 6/16/2014

by Harris Roen, Editor Roen Financial Report June 16, 2014     A seismic shift in the power generation landscape is starting to sink in. It has been two weeks since the EPA announced its new proposed carbon rules, one of the flagship efforts of the Obama Administration to address climate change. This shift is […]

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DISCLAIMER : Swiftwood Press LLC is a publishing firm located in the State of Vermont. Swiftwood Press LLC is not an Investment Advisory firm and does not give individual investment counsel or act as an investment advisor. Advice and/or recommendations presented in this newsletter are of a general nature and are not to be construed as individual investment advice. Considerations such as risk tolerance, asset allocation, investment time horizon, and other factors are critical to making informed investment decisions. It is therefore recommended that individuals seek advice from their personal investment advisor before investing. Any trading of mentioned mutual funds and/or companies by affiliates of the Roen Financial Report and Swiftwood Press LLC will be made in accordance with the published strategy and executed 48 hours after the newsletter is published and available to subscribers.

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