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Gold/Mining/Energy : Alt-energy: wind and solar

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From: Jacob Snyder4/9/2010 3:16:06 AM
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FAN = wind ETF

ftportfolios.com
go to ETF quarterly performance report

%....Holding, top 10, 2009:
7.62 Vestas Wind Systems
7.28 Iberdrola Renovables
7.06 EDP Renovaveis SA
6.32 REpower Systems AG
5.66 Gamesa
5.32 Hansen Transmissions
4.90 Infigen Energy
3.75 Nordex AG
3.29 Japan Wind Development Co., Ltd.
2.81 Fersa Energias Renovables SA

Country......... %
Spain........... 25.41
United States... 16.87
Germany......... 15.58
Denmark......... 8.80
Australia....... 5.97
Belgium......... 5.33
Japan........... 5.21
France.......... 3.31
United Kingdom.. 3.27
The Netherlands. 1.54

X-div X2/Y: 6-23-09 ($0.05), 12-22-09 ($0.27)
Yield 0.32/12 = 2.7% in 2009

holdings July 2008:
Vestas Wind Systems VWS.DC 7.48%
Gamesa Corporacion Tecnologica, S.A. (Gamesa) GAM.SM 7.25%
Hansen Transmissions HSN.LN7.23%
REpower Systems AG RPW.GR6.18%
Nordex AG NDX1.GR5.81%
Broadwind Energy, Inc. BWEN 5.31%
Babcock & Brown Wind PartnersBBW.AU4.60%
Clipper Windpower PLCCWP.LN4.24%
Theolia SA TEO.FP 4.18%
Fersa Energias Renovables SAFRS.SM3.16%
Japan Wind Development Co., Ltd.2766.JP2.99%
Greentech Energy SystemsGES.DC2.98%
EarthFirst Canada Inc.EF.CN1.19%
E.ON AG (ADR)EONGY1.15%

My comment:
82% ex-U.S. (good), no China or Suzlon (bad)
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