P R E M I U M
Friday, September 27

The Socially Responsible (ESG) Portfolio: September Update


If you missed our last update, 2022 & 2023 were both model years for our ESG portfolio.

That's because in 2023 specifically, our ESG strategy blew the doors off with a whopping 27% return.

And while that's great for those of you who followed along, now almost done with 2024, we now have a whole new host of challenges we need to be ready for.

So after several months of holding strong, we re-ran our algorithms and made some updates to our portfolio.

So with that context, let's get into the ESG portfolio's newest trades! 👇 


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