Has anyone here opened a Socially Responsible Investment account?
If so, has it done well?
RandySF
(70,748 posts)diva77
(7,880 posts)mahina
(18,957 posts)Following.
Ps its a super liberal church.
RandySF
(70,748 posts)diva77
(7,880 posts)Beakybird
(3,394 posts)It had slightly below average returns. I think the fund precludes tobacco and defense.
Since Trump, I've invested in solar and wind ETFs, and I've done well. I have a pretty small portfolio, but one ETF, Invesco Solar (TAN), is up 70% for the year.
diva77
(7,880 posts)sinkingfeeling
(53,060 posts)diva77
(7,880 posts)sinkingfeeling
(53,060 posts)central scrutinizer
(12,441 posts)$10,000 invested in 1995 is now $91,000.
diva77
(7,880 posts)central scrutinizer
(12,441 posts)Lost a bit of value in 2008 but rebounded nicely
Gore1FL
(21,931 posts)It grew 9%-10% since I bought it in March and it returned a dividend. I can't complain. That said, this year was unique for it.
For giggles, I went to Fidelity and screened for "Leader" in MSCI Overall Environmental, Social & Governance Rating, MSCI Environmental Score, and MSCI Social Score. I don't know how much value to place in the ratings, but it's the only rating I have for these measures.
Those that landed atop all three categories were:
A, BKR, IMAX, INTC, LPT, PBI, WST, CLNE, JCI, OC
Of those, I own INTC and it has done OK.