I’m continuing to make changes to the site behind the scenes.One major change that I’m going to institute is to provide greater transparency in my own Alt E portfolio. The goal of this change is not for ego but to prove that this sector can be profitable for your portfolio. In future posts you will see everything, the winners, the losers, and also the what and why of each investment decision. This was one of the most frequent requests made by many website visitors. The news stories will be fewer and more focused. This will give me more time to research potential companies to be included in the portfolio. However, keep in mind the following:
BIG OLD DISCLAIMER: I am not a registered investment advisor. The information and trades that I provide here are for informational purposes only and are not a solicitation to buy or sell any of these securities. Investing involves substantial risk and you should evaluate your own risk levels before you make any investment. Please take the time to view the full disclaimer here.
I currently have brokerage/investment accounts with the following companies (Schwab, Fidelity, OptionsXpress, ProFunds, BuyandHold.com) for my various family IRA’s, Rollover IRA’s, E-IRA, 401K, etc. It just so happens that one of my rollover IRA accounts with Schwab currently holds the majority of the money I use for investing in the Alternative Energy sector. I have always found that its easier to treat each separate account with its own investment charter (just like a mutual fund.) So each account I have has its own goals and investment style. It may sound like a lot of work, but since the majority of these accounts only have activity 1-2 times a year, the maintenance is not that difficult. So starting after this post, I will be posting all of these portfolio trades here to show you exactly what I’m doing with this sector and why. Later today I will have the portfolio page up and running as well that will show my existing holdings. I have also started to investigate the creation of my own virtual mutual fund at Marketocracy.com. This is a test of their system and also a test of myself. Once I figure out this Marketocracy system, I will put up a link to this portfolio as well. My biggest fear is that once I setup this mutual fund, it will mark the official top in this sector, which is very likely:-) However, my investment time horizon for this sector is many years out and if this marks the short-term top to the long-term trend, then so be it.
