ClimateSmart: Portfolio Breakdown
Why ClimateSmart:
Oil is a risky long term investment.
Climate Solutions have tremendous upside.
Avoid stranded asset risk, get green bond upside.
Globally dynamic for an evolving geopolitical world.
Three ClimateSmart Portfolio Options
Climate Only
Climate Only is for those who want all of their portfolio to be building climate solutions, and are comfortable with that means you'll likely have differing performance from a generic portfolio.
Core
Core is for those who want a ClimateSmart portfolio that is most similar to a traditional market-tracking stock/bond portfolio, with exposure to >80% of the stock market. Core is the most popular portfolio type.
Yield
Yield is for those who want a low-risk, impactful complement/alternative to a savings account for excess cash. It invests in a combination of low-duration green bonds and floating rate US treasury notes.
Portfolio Visualiser
Portfolio type: Core
Most bold (90/10)
- 73.7% Low-Carbon Sector Stocks
- 16.3% Climate Solution Stocks
- 5.9% Green Bonds
- 3.2% Government Bonds
- 1% Cash
Detailed breakdown:
As of May 15, 2025.
| Sector | Company | Ticker | % Allocated | Description |
|---|---|---|---|---|
| Technology | iShares Global Tech ETF | IXN | 24.84% | IXN passively track the largest tech companies around the globe |
| Climate Solutions | Carbon Collective US Traded Climate Solutions ETF | CCSO | 16.30% | Carbon Collective put together this collection of stocks to track all of the companies building solutions to climate change |
| Healthcare | iShares Global Healthcare ETF | IXJ | 10.11% | IXJ passively track the largest healthcare companies around the globe |
| Telecommunications | iShares Global Comm Services ETF | IXP | 7.94% | IXP passively track the largest communications companies around the globe |
| Consumer Discretionary | Fidelity MSCI Discretionary Sector ETF | FDIS | 6.92% | Fidelity put together this collection of stocks to track an index of publicly traded consumer discretionary companies on US exchanges. |
| Green Bond | Carbon Collective Short Duration Green Bond ETF | CCSB | 5.85% | Carbon Collective and Artesian manage this collection of short-duration corporate green bonds to develop clean infrastructure with a goal of providing market-rate returns. |
| Financials | iShares MSCI Europe Financials ETF | EUFN | 5.46% | iShares manages this fund |
| Consumer Staples | Carbon Collective: Consumer Staples | CC: CoSt | 5.46% | Carbon Collective adjusted this collection of stocks to track the USA IMI MSCI consumer staples index with the meat and tobacco companies removed. |
| Financials | State Street S&P Regional Banking ETF | KRE | 2.73% | State Street put together this collection of stocks to track an index of regional banks traded on US exchanges. |
| Financials | State Street S&P Insurance ETF | KIE | 2.73% | State Street put together this collection of stocks to track an index of insurance companies traded on US exchanges. |
| ... | ... | ... | ... | ... |
Frequently asked questions
Who is ClimateSmart for?
ClimateSmart is for savers who believe that climate change is here. That it's going to get worse before it gets better. And that it will have a material impact on investment returns over the coming decades.
Is ClimateSmart ESG?
No. ESG is a distinct investment philosophy that seeks to remove or reduce exposure to companies that have higher Environmental, Social, and Governance risks. ClimateSmart revolves around the thesis that climate change will emerge as one of the leader drivers of investment returns in the coming decades. It then seeks to work backwards, excluding industries that face higher climate risk and overweighting those with higher climate opportunity.
Who is ClimateSmart not a good fit for?
If you don't think anthropogenic (human caused) climate change isn't real and/or a big deal, then you probably would not agree with the assumptions we build ClimateSmart around, so better to find a different investing philosophy.