Tim Nash, founder of Good Investing
Focus: Socially responsible investing


MARKET OUTLOOK

With the Liberals winning a minority government, support for the transition to a low-carbon economy will continue. I expect the carbon tax to rise on schedule to $50 per ton by 2022, and we could see additional measures such as a corporate tax cut for companies with zero-carbon technologies.

TOP PICKS

Tim Nash's Top Picks

Tim Nash, founder of Good Investing, discusses his Top Picks: U.S. Vegan Climate ETF, VanEck Vectors Low Carbon Energy ETF and Northland Power.

U.S. VEGAN CLIMATE ETF (VEGN:UN)

This new ETF is a “doing less evil” fund that attempts to track the S&P 500 while avoiding companies that harm animals, violate human rights, harm the environment and contribute to climate change.

VANECK VECTORS LOW CARBON ENERGY ETF (SMOG:UW)

SMOG is a diversified approach to investing in companies with low-carbon technologies. Heavy exposure to Tesla, but enough diversification into other green sectors.

NORTHLAND POWER (NPI:CT)

A Canadian renewable energy utility with a healthy dividend that is expanding into global markets. I love their new focus on offshore wind, which has tremendous potential.

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
VEGN N N N
SMOG Y N Y
NPI N Y N

 

PAST PICKS: DEC. 12, 2018

Tim Nash's Past Picks

Tim Nash, founder of Good Investing, discusses his past picks: The Change Finance U.S. Large Cap Fossil Fuel Free ETF, the iShares MSCI Global Impact ETF and Universal Display Corp.

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

  • Then: $19.05
  • Now: $22.02
  • Return: 16%
  • Total return: 17%

ISHARES MSCI GLOBAL IMPACT ETF (SDG:UW)

  • Then: $55.17
  • Now: $62.34
  • Return: 13%
  • Total return: 15%

UNIVERSAL DISPLAY CORP (OLED:UW)

  • Then: $97.06
  • Now: $200.67
  • Return: 107%
  • Total return: 107%

Total return average: 46%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
CHGX N N N
SDG N N N
OLED N N N

 

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