The Organic Couch Potato Pie
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 Class | Weight | ETF Name and Ticker |
---|---|---|
Doing Less Evil Stocks & Bonds | 75% | iShares ESG Balanced ETF Portfolio (GBAL) |
Doing More Good Stocks | 15% | AGF Global Sustainable Growth Equity ETF (AGSG) |
Impact Investment | 10% | EcoCharge Green Bond |