Scorecard
The scorecard measures the performance of the investments made as The Clean Energy Investor' from 15 May 2023, with each share transaction detailed in the blog. Dollar values are AUD unless stated otherwise. Returns are calculated as compounding. I.e. the year on year growth rate that would be required to achieve the total return.
Clean Energy Investor Scorecard
| battery materials | price | qty | value | capital gains | dividends | currency | return | |
|---|---|---|---|---|---|---|---|---|
| 002460.SHEGanfeng Lithium Group Co. Ltd. - Ordinary Shares - Class A | CNY39.10 | 200 | 1,628.78 | -935.91 | 41.43 | -73.66 | -968.14 | |
| ALB.NYSEAlbemarle Corp. | US$145.91 | 20 | 4,342.48 | -292.83 | 12.00 | -194.46 | -475.29 | |
| CXO.ASXCore Lithium | $0.315 | 10,000 | 3,150.00 | -1,013.20 | 0.00 | 0.00 | -1,013.20 | |
| DVP.ASXDevelop Global Ltd | $2.90 | 944 | 2,737.60 | -390.80 | 0.00 | 0.00 | -390.80 | |
| LAAC.TSELithium Americas (Argentina) Corp | CA$8.34 | 640 | 5,928.92 | 399.02 | 0.00 | -63.74 | 335.28 | |
| LAC.TSELithium Americas Corp (NewCo) | CA$8.72 | 390 | 3,777.56 | -366.00 | 0.00 | -71.86 | -437.86 | |
| LTR.ASXLiontown Resources | $1.63 | 4,000 | 6,520.00 | 913.60 | 0.00 | 0.00 | 913.60 | |
| PLS.ASXPilbara Min Ltd | $3.85 | 1,053 | 4,054.05 | -870.06 | 210.60 | 0.00 | -659.46 | |
| PMET.CNSXPatriot Battery Metals Inc | CA$10.14 | 300 | 3,379.01 | 225.47 | 0.00 | -21.39 | 204.08 | |
| SQM.NYSESociedad Quimica Y Minera de Chile S.A. - ADR | US$56.46 | 50 | 4,200.82 | -293.77 | 57.54 | 1.51 | -234.72 | |
| Total (AU$) | 39,719.22 | -2,624.48 | 321.57 | -423.60 | -2,726.51 | |||
| renewable energy | price | qty | value | capital gains | dividends | currency | return | |
| 2208.HKGGoldwind Science & Technology Co. Ltd. - Ordinary Shares - Class H | HK$3.28 | 10,000 | 6,259.77 | -3,870.35 | 247.04 | -6.89 | -3,630.20 | |
| ORSTED.CSEOrsted A/S | DKK362.00 | 180 | 14,213.80 | 940.80 | 0.00 | -323.72 | 617.08 | |
| VWSB.FRAVestas Wind Systems AS | €26.12 | 50 | 2,123.66 | 361.70 | 0.00 | -36.11 | 325.59 | |
| Total (AU$) | 22,597.23 | -2,567.85 | 247.04 | -366.72 | -2,687.53 | |||
| manufacturing | price | qty | value | capital gains | dividends | currency | return | |
| 6752.TYOPanasonic Holdings Corporation | ¥1,377.00 | 300 | 4,279.13 | -266.49 | 0.00 | -63.97 | -330.46 | |
| Total (AU$) | 4,279.13 | -266.49 | 0.00 | -63.97 | -330.46 | |||
| electric vehicles | price | qty | value | capital gains | dividends | currency | return | |
| 9866.HKGNIO Inc - Ordinary Shares - Class A | HK$61.45 | 200 | 2,345.51 | -133.59 | 0.00 | 0.63 | -132.96 | |
| RIVN.NASDAQRivian Automotive Inc - Ordinary Shares - Class A | US$23.80 | 100 | 3,541.60 | 144.34 | 0.00 | -2.82 | 141.52 | |
| Total (AU$) | 5,887.11 | 10.75 | 0.00 | -2.19 | 8.56 | |||
| other mining | price | qty | value | capital gains | dividends | currency | return | |
| BGL.ASXBellevue Gold Ltd | $1.71 | 3,000 | 5,130.00 | 536.80 | 0.00 | 0.00 | 536.80 | |
| FEX.ASXFenix Resources Ltd | $0.265 | 10,000 | 2,650.00 | -138.20 | 285.71 | 0.00 | 147.51 | |
| FMG.ASXFortescue Ltd | $28.09 | 500 | 14,045.00 | 3,901.08 | 714.29 | 0.00 | 4,615.37 | |
| RIO.ASXRio Tinto Limited | $134.24 | 90 | 12,081.60 | 1,945.40 | 335.43 | 0.00 | 2,280.83 | |
| Total (AU$) | 33,906.60 | 6,245.08 | 1,335.43 | 0.00 | 7,580.51 | |||
| Grand Total since 15 May 2023 (AU$) | 106,389.29 | 797.01 | 1,904.04 | -856.48 | 1,844.57 |