Enphase Energy Inc (ENPH)

11/12/2024


Due to the certainty of new administration policy, we close the position of Enphase Energy Inc until the new direction for renewable energy is clear. However, the renewable energy is the favorable trend. This industry just has to settle down for new policy.



Again, concentration investing involves higher risk of significant loss without the protection of diversity.


Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.





07/02/2024




Due to the volatile nature of bitcoin price and uncertain how bitcoin be an investment tool, we further reduce 50% of the holding of Semler Scientific. 


For adjustment the weight of components in Portfolios, reduce 40% of the holding for both O'Reilly Automotive and Enphase.



Again, concentration investing involves higher risk of significant loss without the protection of diversity.


Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.





2/7/2024





Enphase Energy designs, markets and distributes microinverters and solar batteries and provides services with those products. Enphase's microinverter is different from SolarEdge's string inverter. Microinverters are directly attached to solar panel and convert electricity to alternative current (AC).


The advantage of microinverter is that one solar panel will convert its direct current (DC) to AC individually without effecting other panels' electricity generation if this panel's performance of generating electricity is compromised. Comparing the SolarEdge's, it will require both optimizers and inverters to accomplish the same task.


Currently, products from both Enphase and SolarEdge are the dominants in US market. Both their products have advantages over the other. SolarEdge's developments are more likely suitable for the larger scale of solar producers such as industry and utility.


  

Again, concentration investing involves higher risk of significant loss without the protection of diversity.



Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.