Categories: Energy Stocks
Topics: Clean Energy

S&P 500’s Top-Performing Stocks

The climate fight continues to drive the bottom line.

Ford Motor Co. has jolted the auto industry by announcing a deal to spend $11.4 billion on four electric vehicle manufacturing sites in Tennessee and Kentucky.

Apple just bought 2,300 acres in Texas to build a massive solar farm that will generate enough solar power to take 3 million gas guzzlers off the road...

Shell Oil invested $3.2 billion in clean energy and energy solutions in 2022 alone… and Chevron is spending $10 billion on clean energy. Meanwhile, BP is spending billions on wind, solar, and other clean energy projects.

All told, $3 trillion of investment will be spurred in clean energy, according to Goldman Sachs.

For context, that’s twice the amount of investment the shale oil revolution saw 15 years ago.

Now, these energy companies say in press releases that they’re doing this for the planet.

But you and I know better... after all, emails from Exxon employees showed that the oil giant knew carbon emissions weren’t great for the planet as far back as the 1980s.

They waited forty years to act because clean energy investments only started making economic sense a few years ago.

We’re talking about businesses that are motivated by profit, after all.

And with one billionaire venture capitalist predicting that the world’s first trillionaire will be made in clean energy, no CEO wants to miss out on the $200 trillion global clean energy transition.

This billionaire, by the way, is no limousine liberal. Chamath Palihapitiya recently made headlines with his theory about why so many Southern cities are booming now, suggesting that cities like New York City and Boston are bleeding income because of their political ideologies.

He was responding to the fact that, for the first time in history, six southern states have contributed more to America’s GDP than the entire Northeastern Washington-Boston-New York City corridor.

It’s certainly true that America’s South is seeing a clean energy boom that threatens to leave the less sunny, less windy Northeast in the dust.

And clean energy stocks are already leaving the rest of the S&P 500 in the dust, too.

In fact, the S&P 500’s three top-performing stocks of the last five years—Enphase Energy, SolarEdge Technologies, and Tesla—all deal in renewables.

Since 2018, they’ve been up 10,670%, 814%, and 729%.

Within the next five years, I have no doubt that the next wave of top performers will be in clean energy again, too.

In my 16 years helping regular folks profit from revolutionary trends, I’ve pointed my readers to a few game-changing winners in clean energy already.

As far back as 2008, I recommended the electric vehicle stock BYD when it was first listed.

My readers and I had the opportunity to get shares just days before Warren Buffett and Berkshire Hathaway bought into the company.

It’s climbed over 2,000% since then.

In 2015, I recommended my readers buy shares in a firm called Lithium X back when they were just fifteen cents each.

Just four months later, the investors who follow my work were able to sell their shares for $2.61 each…

That’s enough to turn every $5,000 invested into $81,950.

These giant wins were possible because me and my readers were invested more than a decade before everyone else, long before it was popular.

Now, I realize that for years you’ve heard the tipping point for renewable energy was right around the corner...

I’m here to tell you that after a lot of false starts, some irrational mania, and — it’s true — some obnoxious sermonizing, the era of clean energy has finally arrived.

It’s now cheaper than fossils. It’s growing exponentially in use. And as it attracts trillions of dollars in investment from CEOs, private equity funds, and governments, it will grow even faster.

And remember, markets are forward-looking… they don’t respond to what America’s energy mix is like right now so much as what it will look like in a few years.

And that means you don’t want to wait until clean energy truly takes over before making your move.

Don’t get me wrong: I’m not saying the U.S., or any major economy, will stop using oil in five, 10, or even 50 years.

We’ll still use tens of millions of barrels a day for the rest of our lifetimes.

And some oil and gas companies out there will make for pretty good investments. I still have a few in my portfolio.

But just like the last five years, I know that the biggest investments of the next five years will be in clean energy.

And I’ve put together a brand new video on the forces driving them and how you can position now. 

You can see it here.

Call it like you see it,

Nick Hodge
Publisher, Daily Profit Cycle