Tim Nash, founder of Good Investing
Focus: Green stocks and ETFs


MARKET OUTLOOK

Short-term noise is dominating the discourse right now, causing lots of volatility. I expect it to get worse before it gets better. Market fundamentals are strong, but everyone has the foreboding sense of an impending recession. If enough people start acting like a recession is coming, then it’ll become a self-fulfilling prophecy.

TOP PICKS

Tim Nash's Top Picks

Tim Nash of Good Investing shares his top picks: CHGX, PIO and Pattern Energy.

CHANGE FINANCE U.S. LARGE CAP FOSSIL FUEL FREE ETF (CHGX:UN)

CHGX has the lowest carbon exposure among socially responsible U.S. equity ETFs. It has outperformed the major U.S. equity benchmarks.

INVESCO GLOBAL WATER ETF (PIO:UW)

This is the only global water ETF that doesn’t include any gun manufacturers.

PATTERN ENERGY (PEGI:CT)

Pattern Energy is a renewable energy utility with attractive dividend that may be an acquisition target.

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
CHGX N N N
PIO Y N N
PEGI N N N

 

PAST PICKS: SEP. 4, 2018

Tim Nash's Past Picks

Tim Nash of Good Investing reviews his past picks: CRBN, CWW and Hannon Armstrong.

ISHARES MSCI ACWI LOW CARBON TARGET ETF (CRBN:UW)

  • Then: $118.83
  • Now: $117.76
  • Return: -1%
  • Total return: 2%

ISHARES GLOBAL WATER INDEX ETF (CWW:CT)

We sold CWW after learning that it held Olin, the parent company of Winchester guns and ammunition. I do not want to own any gun manufacturers.

  • Then: $34.73
  • Now: $37.04
  • Return: 7%
  • Total return: 10%

HANNON ARMSTRONG (HASI:UN)

  • Then: $21.42
  • Now: $27.63
  • Return: 29%
  • Total return: 37%

Total return average: 16%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
CRBN N N N
CWW N Y Y
HASI N N N

 

WEBSITE: goodinvesting.com
BLOG: sustainableeconomist.com
TWITTER: @timenash