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.
Who is it for
Based on an allocation of 70% stocks, 30% bonds
Global Low Carbon StocksCRBN
U.S. Fossil Fuel Free StocksSPYX
U.S. Shareholder Engagement StocksVOTE
Int'l Developed Market Fossil Fuel Free StocksEFAX
Int'l Emerging Market Fossil Fuel Free StocksEEMX
Global Green BondsBGRN
Int'l Emerging Market BondsEMB
U.S. Short-Term TreasuriesGBIL
U.S. Short-Term High Quality BondsJPST
U.S. Inflation-Protected BondsVTIP
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.