Next Economy Portfolios Post Strong Returns, Outperforming in 2017
Green Alpha’s investment portfolios decisively move assets away from risks that have the long-term potential to materially hinder economic growth, while allocating toward the fastest growing, most innovative areas of the global economy. Performance in Green Alpha investment portfolios has been strong across the board in 2017. For highlights of what drove portfolio outperformance, see our third quarter market commentary.
Growth & Income Portfolio
- 4.2% dividend yield
- 25-35 stocks
As the transition to sustainability has meaningfully progressed, we are excited to manage a portfolio of mature Next Economy companies with both long-term growth prospects and current income.
Growth & Income, Q3 Fact Sheet »
Sierra Club Green Alpha
- Our strongest recent performance (trailing 1-year)
- 30-40 stocks
We are proud to be the only financial services firm permitted to utilize the Sierra Club’s proprietary social and environmental screening criteria to manage this progressive portfolio.
Sierra Club Portfolio, Q3 Fact Sheet »
Next Economy Index
- Our longest running portfolio with 8+ years of solid returns
- 90-110 stocks
Because the Index tracks the growth of the sustainability-driven Next Economy, all stocks that pass our two-stage investment process are included in the annual rebalance.
Next Economy Index, Q3 Fact Sheet »
Next Economy Select
- Portfolio of highest conviction Next Economy companies
- 50-60 stocks
We believe in democratizing access to high quality investments, which is why this portfolio is also available as the Shelton Green Alpha Fund (ticker: NEXTX).
Next Economy Select, Q3 Fact Sheet »
One Last Thing
Keep up to date on all things Next Economy Investing by visiting the News & Insights tab on our website. We post often, answering questions like:
- How do things like the U.S. announcing withdrawal from the Paris Accord and repeal of the Clean Power Plan impact the stock market?
- How should an investor think about risk in today’s environment of increasingly rapid innovation?