WARNING: an investor should become familiar with their rights and responsibilities as an owner PRIOR to investing.
This is a beginner-intermediate level climate and investor activist portfolio. Stocks are not listed in any particular order. Some of the best performing stocks are not listed because of their questionable environmental impact, business ethics, and country of operation (in particular lithium* and cobalt mining.) They are discussed in the advanced portfolio.
The stocks are an educational tool to ownership of the climate crisis. An owner has the duty to understand and implement sustainable practices, human rights, and fiscal responsibility. Investors have particular rights as activists depending on the country of incorporation and operation. In the USA, common shareholders are granted six rights: voting power, ownership, the right to transfer ownership, dividends, the right to inspect corporate documents, and the right to sue for wrongful acts.
Everybody has the responsibility not to pollute.
RYCEY -- Rolls Royce / advanced small modular nuclear reactors, green hydrogen and jet engines
LMT -- Lockheed Martin / GridStar Flow is an innovative redox flow battery
SSUMY -- Sumitomo Electric / redox flow batteries oxidation-reduction reaction of ions of vanadium
MAXN -- Maxeon Solar Technologies / designs and manufactures Maxeon and SunPower brand solar panels
NEP -- Nextera Energy Partners / portfolio of contracted renewable generation assets consisting of wind and solar projects in North America
HDRO -- Defiance Next Gen H2 ETF / green hydrogen
BE -- Bloom Energy Corp / fuel cells, green hydrogen
BLDP -- Ballard Power Systems Inc / proton exchange membrane fuel cell, green hydrogen
TOSYY -- Toshiba Corp / green hydrogen, mini-nuclear plants
BP -- British energy / green hydrogen, solar, wind
BAESY -- BAE Systems / mini-nuclear development
SIEGY -- Siemens / wind, green hydrogen
SMR -- Nuscale Power / advanced small modular nuclear reactors (SMR)
LGO -- Largo / vanadium redox flow battery (VRFB)
GWH -- ESS Tech Inc / iron flow batteries
* FREY -- FREYR Battery / semi-solid lithium-ion battery
* QS -- QuantumScape / develops solid state lithium metal batteries
[Sidd added: I haven't been following publicly traded companies. But for long term bets SSUMI,TOSYY,SIEGY, and surprisingly one that's not on your list, AEP has some interesting prospects in renewable in spite of their history. The reason I like Sumitomo, Toshiba, and Siemens is that they are all companies with a long history of bringing large and complicated engineering to market... successfully.]
In October of 2023, we recommended reducing holdings in lithium related stocks. There is expected to be a lithium surplus from 2024 to at least 2029. The recycling of lithium has been found to create a more efficient battery than virgin mined lithium. We took this opportunity to lock-in some of the huge gains. In general, we don't sell all the shares. Instead, we sell enough to make sure we can never lose money. For some stocks we retain one or more shares for stockholder advocacy.
"A global market deficit is expected for 2023 as a whole, but surpluses are likely from next year, rising to 145,693 tonnes by 2027, before sinking into a deficit again from 2029, said Caspar Rawles at Benchmark Mineral Intelligence."