Investment Groups

Companies that the Roen Financial Report tracks are categorized into 3 main investment types or groups: Large Cap Legacy, Small Cap Appreciation and Paradigm Pure Play.


Large Cap Legacy stocks are banner companies that are important leaders in their fields. Though many of these are diversified companies involved in more than one business, all have a leadership position in addressing our energy future. These are well-established, international companies with sales over $10 billion annually.


Small Cap Appreciation companies are also key players in their field. Due to their smaller size they are often more focused within their alternative energy sectors. Another benefit of having  mid- and small-size companies in the portfolio is that these stocks have very good potential for growth.


Paradigm Pure Play companies are those whose sole product or service is directly focused on one area of alternative energy. These are small, more targeted investment plays in the alternative energy sector. These companies are directly involved in the shift away from inefficient, outmoded, conventional energy systems and towards cleaner, safer renewable alternative energy sources.

The Wall
Street Journal</>
USA Today
Green Living

Get access to members-only areas of the website, including up-to-date stock reports, select portfolio picks and alternative energy mutual fund & ETF rankings.

Electronic Check Processing
Like Us on Facebook

Subscribe to the Roen Financial Report today

and get two free reports!

  • - Access to members-only areas of the website.
  • - Up-to-date stock reports.
  • - Alternative energy mutual fund & ETF rankings.
  • - Satisfaction Guaranteed!