i would select a small portfolio of about 8 alternative energy stocks, the 8 i selected have performed well so far(shorting tasr was much better tho

). good long term hold imo. some may not do well but the few that do should shoot up. the problem is recognizing which will develop a market, right now everything is in a developmental stage.
nanotechnology is at a similar stage, but everyone and their dog has pumped up prices of those companies.