Our “Responsible Investing” stock portfolio, +25.5% in 2020, once again outperformed the S&P 500 Equal Weight Index. The objective of this portfolio is to invest in stocks of companies with superior operating performance. These companies employ responsible policies in the areas of the environment, community and employees, and corporate governance. This RI portfolio has performed well when markets are rising. It continues to exhibit excellent protection in down markets. During the four-year period 2017 through 2020, our RI portfolio was up 89.5% in contrast to the S&P 500 Equal Weight Index up 47.9%, and the Dow Jones Industrial Index up 55.0%, all on a cumulative basis.
We made a few changes to the portfolio in January 2021. We removed Cisco Systems Inc. “CSCO” and added Fiserv Inc “FISV” and Texas Instruments Inc. “TXN” to the portfolio.
Interest in Socially Responsible Investing “SRI” has gained popularity during the past five years and is now a part of many pension funds primary objectives. Years ago, Responsible Investing portfolios primarily excluded stocks of companies operating in fossil fuels, tobacco, alcohol, and firearms to name a few. SRI methodology has changed significantly and now has an inclusion methodology rather than exclusion. Included are stocks of companies which employ responsible policies in the areas of environment, society, and corporate governance i.e. “ESG”.
We are pleased to offer the “Responsible Investing” stock portfolio to clients. If interested in our Investment Management and Financial Planning services, please contact Rich Lawrence at 215-540-0896 or at firstname.lastname@example.org.
Note: Past performance is not an indicator of future results. Investors could lose money investing in the stock and bond markets, among other capital markets.SCHEDULE A CONSULTATION
We recommend only to invest in the stock market with a long-term view (3+ years) and have cash available for emergencies and spending needs for the short term (1-3 years).
PLAN FOR THE LONG TERM
PREPARE FOR SHORT TERM STOCK MARKET DECLINES