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
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
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
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