big ideas for global investors Search
   Member Access       Sign-up       Newsfeeds        Companies        Stock Directories       Research       Video       Funding   

AddThis Social Bookmark Button

+Related topics

Solar Portfolio UP 39% for 2012 - Outperforms Markets by 325%: FSLR, JKS, WFR - J Peter Lynch

New York, New York - January 2, 2013 -, a leader in renewable energy stock research for independent investors, issues a solar stocks update by solar columnist and expert, J. Peter Lynch, discussing year end performance.

Current Portfolio Status - up 39.7% for 2012

Solar Stocks column at
J Peter Lynch

Join Investor Ideas Members to access the Renewable Energy stocks directory, water stocks, biotech stocks, defense stocks directories and the Insiders Corner

Our solar portfolio currently consists of three stocks - First Solar (FSLR), Jinko Solar (JKS) and MEMC Materials (WFR) all three positions where initiated at the close of the market on November 29 2012 at the following prices - FSLR - $27.21, JKS - $4.44, WFR - $2.98.

This portfolio closed the year UP 20.7% in a little over of month of trading.

In the beginning of the 2012 we also initiated a portfolio, held the stocks for a total of 9 weeks and closed out the portfolio with a gain of 18.98%. For a total 2012 year return of 39.7% (18.98% + 20.7%).

Note that we achieved this healthy return of 39.7% return only being in the market (i.e. at risk) for 25% of the time with the solar sector as a whole being DOWN 13.93% on average.

2012: Solar Portfolio outperforms markets by 325%

Solar Portfolio + 39.7%
Solar Industry Average - 13.93%
Major Markets Average + 12.19%

Solar Stock Portfolio vs Major Indexes for 2012


Company Name

Closing Price 2012

% Change in 2012






Ascent Solar Technologies, Inc.




Canadian Solar Inc.




China Sunergy Company Ltd.




Daqo New Energy Corp.




DayStar Technologies Inc.




EMCORE Corporation




First Solar, Inc.




GT Advanced Technologies Inc.




Solarfun Power Holdings Co.




JA Solar Holdings Co., Ltd




JinkoSolar Holding Company Ltd.




LDK Solar Company Ltd.




Real Goods Solar, Inc.




ReneSola, Ltd.




Spire Corporation




Sunpower Corporation




Suntech Power Holdings




Trina Solar Limited ( China)




Akeena Solar, Inc.




MEMC Electronic Materials, Inc.




Yingli Green Energy Holding Company Ltd.








Average % Change in 2012








Major Indexes 2012 Return








S&P 500




Dow Jones







Stop Loss Points

We sold all the positions in our first 2012 portfolio when they hit their stop loss points that were set very close due to the fact that the market was very over bought and overdue for a correction.

We adhered to our system and did not question whether to sell or not. If one of our positions hit the designed stop point we sold - without question. By doing this we minimized our losses and rode our gains as far as we could.


Remember - the number one rule of investing:

Minimize your LOSSES and Maximize your GAINS.


Current Portfolio Status

At the current time we are holding all three stocks in the current portfolio and added two new positions at the close on the 31 st - JASO @ $4.27 and SPWR @ $5.62

Market Psychology

The HARDEST THING for investors to do is know when to sell. That is why you have to set specific, non-emotional prices to exit if things do not go right. You cannot allow your emotions to get involved and take over your thinking.

Trust in your system and follow it regardless of what you think "should happen". Once you try to impose your will on your portfolio you will stop paying attention to what is most important - "what is" NOT what you think it should be.

Remember this system has enabled us to significantly outperform the rest of the solar sector and the general markets in 2012 as well as in 2010 and 2011:

Summary Performance for 2010 and 2011

2010: Solar Portfolio outperforms markets by 310%

Solar Portfolio + 42.94%
Solar Industry Average -14.2%
Major Markets Average + 13.87%

2011: Solar Portfolio outperforms markets by 1,416%

Solar Portfolio + 17.56%
Solar Industry Average - 70.3%
Major Markets Average + 1.24%

Looking at it in a different way if you had invested $10,000 in each of three portfolios at the beginning of 2010 - our solar portfolio, the solar industry as a whole and the average of the major indexes (this is the average of the Dow Jones, The S&P 500 and the NASDAQ) below would be your portfolio totals as of the end of 2012.

Solar Portfolio = $ 23,475
Solar Industry Sector = $2,191
Average of Major Markets - $ 12,933

The solar portfolio has significantly outperformed BOTH the solar industry as a whole and the general markets ALL with substantially less risk.

Background Analysis Notes

Keep in mind that there are two basic types of equity (stock) analysis. Below are a brief description of each and its primary purpose:

Fundamental Analysis - this is the analysis of the fundamental financial condition of a company to identify which stocks you may want to buy when the timing is right. This form of analysis will give you NO indication of the best time to buy a stock or sell a stock.

Technical Analysis - this form of analysis will tell you "when" to buy a stock and when to sell the stock. It will do this by showing you (in chart format) the basic interaction of supply and demand and when the two change and shift which will indicate a time to buy or a time to sell.

Mr. Lynch has worked, for 36 years as a Wall Street security analyst, an independent security analyst and private investor in small emerging technology companies. He has been actively involved in following developments in the renewable energy sector since 1977 and is regarded as an expert in this field. He was the contributing editor for 17 years to the Photovoltaic Insider Report, an early publication in PV that was directed at industrial subscribers, such as major energy companies, utilities and governments around the world. He is currently a private investor and has from time to time been a financial/technology consultant to a number of companies. He can be reached via e-mail at: Please visit his website for the promotion of solar energy

Research more solar stocks on global stock exchanges -and up to 1400 renewable energy stocks at

About - a leader in cleantech investor research is a leader in investor stock research by sector, featuring stock news, commentary and trading alerts in leading sectors including biotech, tech, mining, energy, water, renewable energy, beverage stocks and more .

Follow on Twitter!/Investorideas

Follow on Facebook

Follow News on at

Sign up for the free investor news and stock alerts at

Become an Member and access our 14 online stock directories 24/7 - water, renewable energy, mining stocks and more…

Disclaimer/ Disclosure: Our sites do not make recommendations. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. We attempt to research thoroughly, but we offer no guarantees as to the accuracy of information presented. All Information relating to featured companies is sourced from public documents and/ or the company and its management and is not the opinion of Learn more:

BC Residents and Investor Disclaimer: Effective September 15 2008 - all BC investors should review all OTC and Pink sheet listed companies for adherence in new disclosure filings and filing appropriate documents with Sedar. Read for more info:

For more information about




Investor Ideas © 2000 - 2014®, ECON

Sign up here

login | logout | about us | contact | disclaimer / disclosure |
advertise | company profile directory | partners / links |
job search | privacy policy | trade | services | sitemap |