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Climate 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.
Who it's for
Climate-conscious investors
Holdings Based on an allocation of 70% stocks, 30% bonds
Global Low Carbon Stocks
CRBN
35%
Int'l Emerging Market Fossil Fuel Free Stocks
EEMX
5.80%
Int'l Developed Market Fossil Fuel Free Stocks
EFAX
9.70%
U.S. Fossil Fuel Free Stocks
SPYX
15.60%
U.S. Shareholder Engagement Stocks
VOTE
3.90%
Global Green Bonds
BGRN
20.70%
Int'l Emerging Market Bonds
EMB
5.50%
U.S. Short-Term Treasuries
GBIL
0%
U.S. Short-Term High Quality Bonds
JPST
0%
U.S. Inflation- Protected Bonds
STIP
3.80%

Additional Resources

Socially Responsible Investing Portfolios Disclosure

Allocations as of June 30, 2023.

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. AlphaX Trade 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 designed to help minimize tax impact on returns.

  • Lower costs.

    Keep more money in your portfolio with low-cost exchange-traded funds (ETFs) and our transparent pricing.

  • Adjusts automatically.

    Your investments are rebalanced as the market moves once at the minimum account balance, with dividends getting reinvested.

Be invested.

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