Investment Portfolio

Track your renewable energy investments and performance

Total Investment

$250,000

USD

1 year, 3 months old

Current Value

$287,500

+15.0%

+$37,500 overall

Projected Annual Yield

8.2%

Based on current performance

Portfolio Risk Score

2.3

/ 5.0

Low-Medium Risk Profile

Portfolio Performance

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Starting: $250,000
Current: $287,500

Portfolio Distribution

By Project Type

Solar 45%
Wind 35%
Hydro 15%
Storage 5%

By Risk Level

Low 60%
Medium 30%
High 10%

By Region

North America 50%
Europe 30%
Asia 15%
South America 5%

Your Projects

ProjectTypeInvestmentCurrent ValueReturnRisk ScorePerformance
Solar Farm Alpha
Arizona, USA
Solar$75,000$86,250+15.0%1.8On target
Coastal Wind Project
North Carolina, USA
Wind$100,000$118,000+18.0%3.1Above target
Hydroelectric Station
Washington, USA
Hydro$50,000$54,500+9.0%2.0Slightly below target
Grid Storage Facility
California, USA
Storage$25,000$28,750+15.0%3.8On target

Performance Comparison

Your Portfolio 15.0%
S&P 500 10.5%
Renewable Energy Index 12.8%
Bond Market 2.3%

Risk Analysis

2.3

Overall Risk Score

Low-Medium Risk

Market Risk 2.1

Low exposure to market volatility due to long-term PPAs

Regulatory Risk 3.4

Moderate exposure to policy changes in renewable energy incentives

Technical Risk 1.9

Low risk with established technologies and strong maintenance contracts

Environmental Risk 1.5

Very low environmental risk factors across the portfolio

Financial Risk 2.8

Moderate financial risk due to capital-intensive projects

Upcoming Payouts

Solar Farm Alpha

Quarterly Dividend

$1,350

2024-01-15

Coastal Wind Project

Quarterly Dividend

$2,350

2024-01-22

Hydroelectric Station

Quarterly Dividend

$850

2024-02-05

Environmental Impact

Carbon Offset

3,250 tons

Trees Equivalent

54,165

Homes Powered

1,250

Water Saved

22.5M gal

Recent Alerts

Coastal Wind Project exceeding generation targets by 12%

2023-12-17

Regulatory review announced for renewable energy incentives in Washington state

2023-12-14

Hydroelectric Station experiencing lower output due to reduced water levels

2023-12-10

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