Your Portfolio

Your Values

Aligned

Environmental

Social    

Corporate Governance

Make an impact with your investment portfolio In today's world it can feel like the politicians are not listening, and that your vote doesn't count.​ The good news is that your investments make a difference.  Your money talks.  Corporations are listening. With the speed and distribution of information and the rise of social media, voices are being heard.  Corporations know that irresponsible behavior is noticed and will not be tolerated.  Recently, Blackrock (one of the largest mutual fund companies) said that they would  re-evaluate any company's inclusion in their funds if that company sold military grade weapons to the public.  Within a month, two of the largest retailers of firearms had ceased the sale of assault rifles.

Our ESG models include only ETFs that receive a "High" score from MCSI on ESG quality.   ETFs included in the model must also maintain a ranking in the top 25% of all ETFs on ESG issues. Furthermore, we exclude all sector ETFs that focus on fossil fuels and include those ETFs that focus on specific"Impact" issues like renewable energy.

You don't need to sacrifice performance For many years, investing in ethical companies meant accepting lower returns. This is changing. We have applied the algorithm behind our tactical model portfolios to the universe of ESG ETFs. The result is a tactical strategy that you can feel good about.  It is also a strategy with excellent historical returns. The strategy invests at 4 different risk levels to accommodate the needs of different investors.Performance below:

Stonebrook ESG Conservative Model Portfolio

Stonebrook ESG Moderate Model Portfolio

Stonebrook ESG Moderate/Aggressive Model Portfolio

Stonebrook ESG Aggressive Model Portfolio

Stonebrook ESG Conservative Model Portfolio

Asset Mix: 40% Stocks 60% Bonds

Stonebrook ESG Moderate Model Portfolio

Asset Mix: 60% Stocks 40% Bonds

 
 

* 1/3/1995-11/22/2019. Past performance is no guarantee of future results.

Stonebrook ESG Moderate/Aggressive Model Portfolio

Asset Mix: 70% Stocks 30% Bonds

 

* 1/3/1995-11/22/2019. Past performance is no guarantee of future results.

 

Stonebrook ESG Aggressive Model Portfolio

Asset Mix: 80% Stocks 20% Bonds

 

* 1/3/1995-11/22/2019. Past performance is no guarantee of future results.

* 1/3/1995-11/27/2019. Past performance is no guarantee of future results.

Past performance is no guarantee of future results.  Data is provided by a third party and is believed to be reliable but Stonebrook cannot guarantee its accuracy.  Performance presented regarding investment models listed is for informational purposes only. Because it is based on portfolio models, it  is  hypothetical and does not represent any investor or group of investors actual returns. A portion of the performance provided is a result of backtesting. Backtesting is a common tool used to provide evidence of how the strategy would have performed under historical market conditions. Actual results could differ from model results going forward due to any or all of the following: Taxes, order execution differences, any fees (including management fees). Performance listed is gross of fees. All investing involves risk of loss.  Risks include  but are not limited to unforeseen market events, changes in interest rates, and changes in tax rates. Recommendations made are based on answers to the risk tolerance questionnaire. Any changes to clients risk tolerances must be communicated to the manager. Clients are under no obligation to follow the recommendations of Stonebrook Digital Wealth. The managers reserve the right to reject and/or substitute any trade indicated by the algorithm for any reason. No information presented on this website is intended to be specific advice to any individual or group. Stonebrook Digital Wealth is a division of Stonebrook Capital Management, Inc., a registered investment advisor.

Fees for tactical portfolios are 0.70% of asset value per year. Fees for passive portfolios are 0.50% per year. Fees are billed quarterly in advance. There are no transaction costs associated with the program. Minimum account value is $1,000. Click here for a copy of our ADV part II.

© 2019 by Stonebrook Digital Wealth

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