Stocks & Bonds
Who it's forClimate Impact
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, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their environmental values.
Based on an allocation of 70% stocks, 30% bondsHoldings
Climate-conscious investors
CRBN
Global Low Carbon Stocks
35%
EEMX
Int'l Emerging Market Fossil Fuel Free Stocks
5.80%
EFAX
Int'l Developed Market Fossil Fuel Free Stocks
9.70%
SPYX
U.S. Fossil Fuel Free Stocks
15.60%
VOTE
U.S. Shareholder Engagement Stocks
3.90%
BGRN
Global Green Bonds
20.70%
EMB
Int'l Emerging Market Bonds
5.50%
GBIL
U.S. Short-Term Treasuries
0%
JPST
U.S. Short-Term High Quality Bonds
0%
STIP
U.S. Inflation-Protected Bonds
3.80%
Allocations as of Today
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. Moonwhale 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.
Be invested
Investing with Moonwhale Ventures is a straightforward process that allows you to unlock the potential of our investment solutions. Follow these steps to begin your investment journey
