Our growth portfolios range from 75-90% equity and are designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.
We've modeled an 80% equity portfolio below. This portfolio has grown by a cumulative 14.4% (net of fees) since it was launch on January 30, 2017 to November 30, 2018.
Your portfolio will be invested in the following funds:
|iShares MSCI ACQI Low Carbon Target ETF||CRBN||Global stocks with a lower carbon exposure than the broader market||46.4%|
|PowerShares Cleantech Portfolio||PZD||Cleantech innovators in the developed world.||9.9%|
|iShares MSCI KLD 400 Social ETF||DSI||U.S. stocks that have positive environmental, social and governance characteristics.||11.3%|
|SPDR SSGA Gender Diversity Index ETF||SHE||U.S. stocks that demonstrate greater gender diversity within senior leadership than other firms in their sector.||
PowerShares Build America Bond Portfolio
|BAB||US dollar-denominated taxable municipal debt publicly issued by US states and territories, and their political subdivisions, in the US market.||8.1%|
|iShares GNMA Bond ETF||GNMA||US mortgage-backed pass-through securities guaranteed by the Government National Mortgage Association.||11.9%|
The MER of this portfolio is 0.23% and the management fee of this portfolio is 0.50%
The indicated dividend yield of this portfolio is 1.99%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.