The Organic Couch Potato Pie

Organic Couch Potato Pie clean-0001.jpg

This pie is for investors who want to follow the Couch Potato approach but want to exclude lots of nasty ingredients.

•The ‘doing less evil stocks & bonds’ slice excludes fossil fuels, alcohol, weapons, palm oil, predatory lending, and tobacco. It also excludes companies that have a below-average environmental, social, and governance (ESG) score.

•The 'doing more good stocks' slice includes companies who are selling products related to sustainability themes like energy efficiency, water, and pollution control.

• The 'impact investment' slice helps build a network of electric vehicle charging stations across New Brunswick and Quebec.

The annual cost of this portfolio is 0.29% and the carbon intensity is 72.8 tons of CO2 per million dollars in sales.

Asset ClassWeightETF Name and Ticker
Doing Less Evil Stocks & Bonds75%iShares ESG Balanced ETF Portfolio (GBAL)
Doing More Good Stocks15%AGF Global Sustainable Growth Equity ETF (AGSG)
Impact Investment10%EcoCharge Green Bond