The Climate Impact portfolio invests in companies with a demonstrated focus on the funding of green projects and lower carbon emissions. It also invests in companies that divest from holders of fossil-fuel reserves. It maintains a diversified, low-cost approach to help customers investing for the long-term achieve their performance goals while expressing their environmental values.
Climate Impact
Who is it for
Climate-conscious investors
Holdings
Based on an allocation of 70% stocks, 30% bonds
Global Low Carbon Stocks
CRBN35%
U.S. Fossil Fuel Free Stocks
SPYX15.6%
U.S. Shareholder Engagement Stocks
VOTE3.9%
Int'l Developed Market Fossil Fuel Free Stocks
EFAX9.7%
Int'l Emerging Market Fossil Fuel Free Stocks
EEMX5.8%
Global Green Bonds
BGRN20.7%
Int'l Emerging Market Bonds
EMB5.5%
U.S. Short-Term Treasuries
GBILU.S. Short-Term High Quality Bonds
JPSTU.S. Inflation-Protected Bonds
VTIP3.8%
Allocations as of Mar. 31, 2022.
As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Blue Reef Capital may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.
Invested with benefits
Tax savings
Automated and optimized tax strategies help you earn more money over time.
Lower costs
Keep more money in your portfolio with low-cost exchange-traded funds (ETFs).
Adjusts automatically
Your investments are rebalanced as the market moves, with any dividends getting immediately reinvested.