Tag: GGEIP – Green Global Equity Income Portfolio

The Green Global Equity Income Portfolio (GGEIP) is a private strategy managed by Tom Konrad, Ph.D., CFA.  GGEIP’s primary objective is a high level of current income with a secondary objective of long term capital appreciation.  GGEIP only invests in the stocks and preferred securities of companies that have a net positive effect on the environment compared to the competitors they displace.  Most stocks in the Portfolio are small or microcap, and an options strategy is used to enhance current income and reduce risk.

Dr. Konrad has managed GGEIP since December 2013. Total return after fees was 1.5% in 2014, 11.6% in 2015, 30.5% in 2016, and 25.6% in 2017.

The Portfolio is not currently open to outside investors.  However, much of the research used in the strategy is also used to inform the Green Economy Strategy offered by JPS Global Investments.

Ten Clean Energy Stocks through 10/31/18

Ten Clean Energy Stocks For 2018: Third Quarter Earnings

Portfolio Tom Konrad Ph.D., CFA -
Tom Konrad Ph.D., CFA After a fairly brutal September and October my Ten Clean Energy Stocks model portfolio is barely hanging on to positive territory for the year (up 2.4%) as is the private portfolio I manage, the Green Global Equity Income Portfolio (GGEIP, up 0.8%).  Yet I can take comfort in superior relative performance, since my broad dividend income benchmark SDY is now down 0.1% for the year, and the clean energy income benchmark YLCO has fallen 5.8%.  All returns are total return after fees and dividends. The strong relative performance in a weak market is most likely due to...
Ten Clean Energy Stocks for 2018 h1 total return

Ten Clean Energy Stocks For 2018: First Half Update

Portfolio Tom Konrad Ph.D., CFA -
The first half of 2018 has been difficult for most investors, including clean energy investors and dividend income investors. Through June, my broad dividend income benchmark SDY lost 0.6%, while my clean energy income benchmark YLCO lost 4.7%, including dividend income. My picks were also down for most of the year, finally struggling back into positive territory at the end of May.  They finished the first half up a solid 5.9%.  The real money strategy I manage, the Green Global Equity Income Portfolio (GGEIP), also squeaked in to positive territory by 1.2% at the end of June. Details of then stocks'...
10 Clean Energy Stocks

Ten Clean Energy Stocks For 2018: Oddballs Spring Back

Portfolio Tom Konrad Ph.D., CFA -
After a stormy winter for the broad market and clean energy stocks, including my picks, March and April brought relative calm.  Better yet, my model portfolio has rebounded from its February lows, although its benchmarks (SDY for the broad market of income stocks and YLCO for clean energy income stocks) have mostly been treading water. The gains were led by two of my less conventional clean energy picks, Seaspan (SSW) and InfraREIT (HIFR).  Seaspan owns (mostly very efficient) container-ships, which most people would not associate with clean energy, but which I include because they they are much less energy intensive...
10for18 march

Ten Clean Energy Stocks For 2018: Stormy Winter

Portfolio Tom Konrad Ph.D., CFA -
Tom Konrad Ph.D., CFA While the broad market has been turbulent for the start of 2018, clean energy stocks have fared worse than most. The Trump administration's anti-environmental efforts had little effect on clean energy stocks in 2017 (it was a banner year for this model portfolio). So far, this year has been quite different. Last year, investors seemed unfazed by the chaos in Washington, but with the single "win" of the Republican tax give-away to corporations, investors now seem to think that Trump may indeed be able to deliver on his polluter-funded agenda. Income-oriented stocks have also been taking a...

Ten Clean Energy Stocks For 2018

Portfolio Tom Konrad Ph.D., CFA -
Tom Konrad Ph.D., CFA Ten Years of "10 Clean Energy Stocks." A 38% total return in 2017 is the one to beat. I started blogging about investing in clean energy stocks in 2005.  At the time, I had just started an independent investment advisory practice, and thought blogging was a good way to impress people with my knowledge of clean energy.  I don't know how many people I impressed, but the clients were hardly pounding down the door. What I did learn, however, was that I loved writing about clean energy from the perspective of a stock investor.  Because I was...
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