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 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! 👇