If you missed our last update, 2022 was a model year for the ESG portfolio.
That's because our ESG portfolio finished up 9% over the index. And in 2023, it's looking like more of the same.
That's because YTD the portfolio is now up a total of 18.26% vs the benchmark return of 16.62%.
But the 1st half of 2023, only tells half the story. Going into the back half of 2023, we have a whole new host of challenges we need to be ready for.
And that's why when we re-ran our algorithms, they made a few tweaks to the existing portfolio, while rebalancing some names back to their original weights.
So with that context, let's get into the ESG portfolio updates 👇