This podcast includes these articles: “The Best ESG Funds Of 2023,” by Barbara Friedberg; “5 Best ESG Stocks to Consider in April 2023,” by Benzinga; “Climate Change Stocks - How Investors Can Profit From The Green Revolution,” by Q.ai; and “Five Top Graphite Stocks to Own with the EV Boom,” by Baystreet Staff. And more.
Transcript & Links, Episode 103, April 7, 2023 Hello, Ron Robins here. Welcome to podcast episode 103 and published on April 7, 2023, titled “Best ESG Funds and Stocks.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources.
Remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode’s podcast page located at investingforthesoul.com/podcasts.
Now if any terms are unfamiliar to you, simply Google them.
Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein.
Additionally, quotes about individual companies are brief so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 2 article links below that time didn’t allow me to review them here.
1) Best ESG Funds and Stocks It’s been a while since I led off talking about ESG funds. So let’s amend that now with this article titled The Best ESG Funds Of 2023. It’s by Barbara Friedberg and found on forbes.com. Here are some of what Ms. Friedberg says about her picks.
“Forbes Advisor has selected what we believe to be the best ESG funds available in the market today…
We began our hunt by paring Morningstar’s master list to 140 funds by excluding options that required minimum initial investments of more than $5,000. Also, we eliminated funds that did not lend themselves to the creation of a well-diversified mix of stock and fixed income investments…
We then screened out any funds with an annual expense ratio that was above 0.60%. For diversity, we selected passively managed as well as actively managed portfolios.
To meet the requirements of a very broad audience, so we deliberately excluded narrowly focused sector funds, geographically specialized funds and age group-specific target date funds. These screens left us with 18 choices.
The final list of the eight best ESG funds includes broadly diversified choices that are suitable for the widest possible group of investors. We included short and core fixed-income funds along with U.S. and international ESG equity funds. You might create an entire ESG portfolio from funds on the list or add a few to an existing investment portfolio.”
Vanguard ESG U.S. Stock ETF (ESGV) Pimco Enhanced Short Maturity Active ESG ETF (EMNT) Nuveen ESG Dividend ETF (NUDV) iShares MSCI Global Sustainable Developmental Goals ETF (SDG) Fidelity U.S. Sustainability Index Fund (FITLX) Fidelity International Sustainability Index Fund (FNIDX) Calvert US Mid Cap Core Responsible Index Fund (CMJAX) BlackRock Sustainable Advantage CoreAlpha Bond Fund (BIAAX)” End quotes.
2) Best ESG Funds and Stocks Now, from the best ESG funds to the best ESG stocks with this article titled 5 Best ESG Stocks to Consider in April 2023. It’s by Benzinga and found on benzinga.com. Here are their recommendations with some quotes on each one.
“1. Microsoft (NASDAQ:MSFT) The company is organized into three segments, including productivity and business processes (which incl