19 September 2011

It's sunny in NYC today. But not for these funds that are loaded with solar stocks

The size reflects the percent of portfolio for selected solar stocks (GTAT, JKS,TAN,LDK,JASO,STP,TSL). Color shows average losses since 2Q. Bad day to be in the sun. Bad quarter.

I added a few more names but took out FSLR as it's so large.

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