Investing comes with risk. This article is a general discussion of the merits and risks associated with these ETFs, not a specific recommendation. Speak to an investment professional and make sure your portfolio is diversified. Tim Nash owns shares of PZD and a Solar Bond in his personal portfolio. Tim does not own shares of the other ETFs mentioned in this article.
This portfolio is a simple version of a typical Canadian Couch Potato portfolio, but uses funds that incorporate a strong sustainability lens. The portfolio is very diversified, yet places a strong bet on the emergence of a low-carbon economy. The total annual cost of this portfolio is 0.24%. The weighted average carbon intensity of this portfolio is 55.31 tons of CO2 per million dollars in revenue.
| Asset Class |
Weight |
Name and website |
| Canadian Equity | 15% | iShares ESG Advanced MSCI Canada Index ETF |
| US Equity | 15% | iShares ESG Advanced MSCI USA Index ETF |
| Int'l Equity (developed) | 10% | iShares ESG Advanced MSCI EAFE Index ETF |
| Int'l Equity (emerging) | 5% | iShares ESG Advanced MSCI EM ETF |
| Green Equity | 15% | Invesco Cleantech™ ETF |
| Canadian Bonds | 30% | BMO Government Bond Index ETF |
| Solar Bonds | 10% | SolarShare Community Bonds |
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Will need to confirm after the 1st day of trading when the new index kicks in, but I feel much better about it.
