Tuesday, October 24

The Socially Responsible (ESG) Portfolio: October Update

If you missed our last update, 2022 was a model year for the ESG portfolio.

That's because our ESG portfolio finished up 9% better than the index. And in 2023, it's looking like the good times are rolling.

That's because YTD the portfolio is now up a total of 14.18% vs the benchmark return of 9.89%.

But the 1st three quarters of 2023, only tell some of the story. Going into the last quarter 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's newest trades! 👇 

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