Climate Risks are Growing....
DIY investor (uk)
by diy investor (UK)
7M ago
We’ve had the Covid pandemic followed by the ongoing conflict in Ukraine. Both have sent shock waves around the world over the past three years and we’ve seen the cost of living crisis resulting from high energy costs and a surge in inflation combined with much higher debt. These events are a shock to the system but they come and go and the markets ride out the storms. But something far more potentially disruptive and long-lasting persists - the climate situation. We have so far failed to get to grips with the underlying causes - mainly to phase out our reliance on fossil fuels - and as a re ..read more
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This 'Steady Eddie' capital preservation investme...
DIY investor (uk)
by diy investor (UK)
10M ago
This 'Steady Eddie' capital preservation investment trust was added to my portfolio back in 2013...sold a couple of years later but then re-purchased in 2020 as I was re-evaluating asset allocation following the Covid-19 shock to global markets. It’s policy is to protect and increase the value of shareholders funds over the long term and the manager Seb Troy and his team aim to achieve this with a mix of diverse assets including global equities, government bonds, gold and cash. Troy are committed to maintaining high standards of responsible investment and since 2019 have been members of ..read more
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Thrive Renewables - Full Year Results
DIY investor (uk)
by diy investor (UK)
11M ago
In 2018 I started to transition to a more climate-friendly portfolio to bring my investments more closely in line with my values and lifestyle. So, last year I decided to take up a stake in a new share offer from Thrive Renewables (previously Triodos Renewables). The crowdfunding raised a total of £6.8m and saw 900 new shareholders join the Thrive community. The shares account for around 5% of my green portfolio. This is an unlisted company so the shares in Thrive are not as easily traded as shares listed on the stock exchange with a low cost broker such as AJ Bell Youinvest for example. Inst ..read more
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The All-Weather Portfolio for Uncertain Times
DIY investor (uk)
by diy investor (UK)
11M ago
A little while back I was thinking about the type of portfolio allocation that would be most appropriate for longer term investing during what could well be an uncertain future bearing in mind the significant threats posed by climate change. This report from Chatham House is one of many in recent times which highlights some of the risks we face over the coming decade and beyond. So, as I have pondered about these risks and how to position my portfolio, what came to mind was something I have known about for quite some time but until recently had dismissed as too extremely cautious... but the t ..read more
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IShares Gold ETF - Update
DIY investor (uk)
by diy investor (UK)
1y ago
For some time now I have become increasingly bearish on global equities. Last year I decided to de-risk my portfolio and set out some of my thinking in this article. I have been selling off equities and increasingly moving into cash, government bonds and gold In the past, I have never been a big fan of holding gold. Obviously it cannot provide an income so that was one reason back when I needed dividend income to bridge the gap after taking early retirement in 2008. But that doesn't mean there is no return...in fact I was surprised to learn that over the past 15 years or so, gold bullion has ..read more
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Gresham House Energy Storage Trust - Full Yr Results
DIY investor (uk)
by diy investor (UK)
1y ago
Since its launch in December 2018, Gresham House Energy Storage (GRID) has developed the largest energy storage portfolio in the country. It operates 20 utility-scale energy storage sytems with a total combined capacity of over 500MW. As we transition from fossil fuel generation to renewables such as wind and solar, we will increasingly need energy storage solutions due to the intermittent nature of renewable energy - the wind doesn't always blow and there's not much solar in the winter months. Currently we use gas-fired generation to fill the gap but we have legislated for net zero carbon em ..read more
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IShares Global Clean Energy ETF - Update
DIY investor (uk)
by diy investor (UK)
1y ago
This exchange traded fund, launched in 2007, gives investors an opportunity to invest in a range of globally diverse companies involved in renewable energy. The fund joined my portfolio in March 2019 at 433p and has been topped up on a couple of occasions. It is an index fund and tracks the S&P Global Clean Energy Index which has been expanded to allow up to 100 holdings and a methodology which provides a greater weighting to more liquid stocks. Why Clean Energy? The invasion of Ukraine, surging oil and gas prices combined with a growing realisation of the threats posed by climate change ..read more
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A New Solar Offering from Ripple Energy
DIY investor (uk)
by diy investor (UK)
1y ago
Last year I flagged up a new project from Ripple Energy which offered an opportunity to buy into a new wind farm co-operative. Whilst the government prevaricate on the speed of the renewable energy roll-out, I like the idea that ordinary people who are concerned about the climate crisis have the opportunity to take action. This is the Kirk Hill site in SW Scotland. Planning permission was granted in 2020 and they are currently installing the hard standings for the turbines which should be arriving in the summer. It is due to become operational in November following which I will start to ..read more
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Greencoat UK Wind - Full Yr Results
DIY investor (uk)
by diy investor (UK)
1y ago
UKW is one of the largest renewable infrastructure trust with a market value in excess of £3.5bn and a constituent of the FTSE 250. The trust has a fairly simple business model operating a portfolio of 35 onshore and offshore wind farms throughout the UK generating 1.6GW of clean electricity. The trust was launched in 2013 and over this period, returns for investors including dividends have more than doubled making it one of the best performing trust in the renewables infrastructure sector. The trust pays quarterly dividends and aims to maintain payments at least in line with RPI inflation. T ..read more
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TRIG - Full Year Results
DIY investor (uk)
by diy investor (UK)
1y ago
This investment trust was launched in 2013 and gives investors an opportunity to tap into the UK and European renewable energy sector – offshore and onshore wind, solar and battery storage. The geographic breakdown is : UK 60%, Sweden 12%, Germany 9%, France 8% and Spain 8%. They aim to generate sustainable returns from a diversified portfolio of renewable energy infrastructure that contribute towards a zero-carbon future. Results This week the company released results for the full year to end December 2022 (link via Investegate). They were the strongest results since launch in 2013 on t ..read more
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