Stock Portfolio Solar Energy

Characteristics

Performance YTD Performance 3M Performance 12M Performance 24M Performance (since start)
- - - -3.6% + 93.1%
Average Performance per year Risk Number Risk Profile Initial Capital Current portfolio valueCategory
+ 9.2% 7.0 Very offensive €10,000 €18.854Stocks

Performance Graphs

Benchmark:

Historical return on investment (ROI), based on (hypothetical) results.

Benchmark:

Historical hypothetical return on investment (ROI) per month, based on hypothetical results.

Benchmark:

Historical return on investment (ROI), based on (hypothetical) results.

Historical hypothetical results (PL) per year, based on hypothetical results.

Realized PL per day

Realized PL per trade

Performance Tables

Hypothetical return on investment per month. Result as percentage of the initial capital, based on hypothetical results.

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ROI-Yr CumROI ROI/Yr
20153.7%15.7%9.9%-0.8%1.5%-8.2%-12.7%-19.0%-14.8%20.5%-11.3%21.1%-4.8%-4.8%-4.8%
2016-14.9%1.9%-7.5%0.4%-0.5%-0.6%-1.0%-1.4%-2.1%-0.5%-4.6%1.2%-26.7%-30.2%-15.1%
2017-0.4%11.0%-1.9%4.0%0.0%2.1%10.1%0.2%1.7%5.8%-2.5%-2.2%30.3%-9.1%-3.0%
2018-7.1%-0.5%2.2%1.7%7.9%-9.3%0.4%1.0%-7.0%-6.1%11.3%-11.9%-18.4%-25.8%-6.5%
201925.6%8.9%-2.1%9.0%0.5%8.1%13.0%6.4%-3.3%-2.2%-1.4%2.5%82.0%35.1%7.0%
20204.1%6.2%-8.0%4.7%4.9%-2.4%3.6%9.6%7.9%11.3%3.7%2.7%58.6%114.1%19.0%
20210.5%-7.0%-0.1%-10.3%-2.6%15.3%-2.8%-1.0%-2.0%21.9%-3.6%-10.4%-6.7%99.7%14.2%
2022-6.2%6.7%6.6%-4.8%0.3%-5.3%0.0%0.0%0.0%0.0%0.0%0.0%-3.6%92.5%11.6%
20230.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%92.5%10.3%
20240.0%0.0%92.5%9.2%
  results from simulation
  results from live-trading

Hypothetical results on monthly basis, based on hypothetical results.

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec PL-Yr CumPL PL/Yr
20153561,5451,132-95192-1,036-1,476-1,919-1,2161,434-9481,573-459-459-459
2016-1,343148-58631-35-42-70-104-148-31-31280-2,412-2,871-1,436
2017-28723-142288015477317142498-225-1932,008-864-288
2018-616-43179135658-8302983-575-465809-953-1,589-2,452-613
20191,806784-207849478411,454810-442-289-1793105,7823,330666
2020522825-1,132614675-3375031,3981,2601,9427155277,51310,8431,807
202193-1,425-22-1,961-4502,535-528-188-3703,940-797-2,197-1,3719,4721,353
2022-1,1821,1981,248-97051-1,033000000-6878,7851,098
202300000000000008,785976
2024008,785878
  results from simulation
  results from live-trading

Hypothetical results (PL) and hypothetical return on investment (ROI) per year. Hypothetical cumulative results (Cum PL) and hypothetical cumulative return on investment (Cum ROI).

Year PL ROI Cum PL Cum ROI ROI/Yr
2015-459-4.8%-459-4.8%-4.8%
2016-2,412-26.7%-2,871-30.2%-15.1%
20172,00830.3%-864-9.1%-3.0%
2018-1,589-18.4%-2,452-25.8%-6.5%
20195,78282.0%3,33035.1%7.0%
20207,51358.6%10,843114.1%19.0%
2021-1,371-6.7%9,47299.7%14.2%
2022-687-3.6%8,78592.5%11.6%
202300.0%8,78592.5%10.3%
202400.0%8,78592.5%9.2%
  results from backtest
  results from simulation
  results from live-trading

Stock Portfolio Solar Energy

Description

In the Solar Energy sector you will come across companies producing solar cells and solar panels, as well as companies who install, maintain and repair panels and of course companies who are actually producing solar energy.
Solar energy is an increasingly important source of energy. Recent developments have not only improved the quality of cells and panels, they have also brought down the price of these products.

We are looking at an ongoing growth of the Solar Energy industry, partly thanks to national subsidies. Companies such as First Solar and Vestas Wind are some of the strong names in the industry.

Please note: as a result of profit realisation since the start of live-trading, the initial capital required to follow a portfolio on a 1:1 basis, can be higher than the original initial capital required when the portfolio started live-trading.

Performance Statistics

92.5% (10.2% per year)
-
3.04
8,785
13,097
-4,312
18,285
0
10,000
-
% -
-
-
7.0
32
18 (56%)
14 (44%)
2,823
-1,089
275
728
-308
3,296 (100%)
3,296
10-Apr-19
11-Jan-24
Stock Portfolio Solar Energy

Currency

  • EUR

Trading frequency

  • Monthly

Performance

per
Period ROI (%)
Avg/year +9.2%
24M -3.6%
12M
3M
YTD
Since Start +93.1%

Signal Provider: Finodex Stocks Model Portfolio's

Early 2019 Finodex launched a new series of industry specific model portfolios, such as biotech, cyber security and online gaming. For retail investors it is very difficult to invest in a particular industry while spreading risk across 10+ stocks.

This series of 10 Stock Model Portfolio’s are therefore a great opportunity for retail investors who want to invest directly in shares of one industry, without running the risk of ‘too little money in too few shares’.

Retail investors can simply copy any of our 10 Stock Model Portfolio’s, without having to do any lengthy, time consuming analyses themselves. In addition, the mobile Copy Trade app enables retail investors to copy & trade their favourite Stock Model Portfolio's in just one click. No hassle, no stress.

Our selections
We have selected 10 industries, ranging from biotech to blockchain to online gaming and solar energy. For each of these industries we set up a ‘pool’ of top shares, which we are monitoring non-stop, using fundamental and technical analysis to select the stocks for each portfolio.

Stock Portfolio Solar Energy