Visualiser / Climate only

Portfolio Allocations

Most Bold (90/10)

Additional description for most bold portfolio.

Visualiser: 90% Climate Solution Stocks, 9% Green Bonds, 1% Cash

Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker %, Allocated Description
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 90.00% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 9.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective
Cash Cash 1.00%

Bold (80/20)

Additional description for bold portfolio.

Visualiser: 80% Climate Solution Stocks, 19% Green Bonds, 1% Cash

Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker %, Allocated Description
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 80.00% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 19.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective
Cash Cash 1.00%

Moderately Bold (70/30)

Additional description for moderately bold portfolio.

Visualiser: 70% Climate Solution Stocks, 29% Green Bonds, 1% Cash

Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker %, Allocated Description
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 70.00% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Green Bonds Carbon Collective Short Duration Green Bond ETF CCSB 29.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective
Cash Cash 1.00%

Moderately Cautious (60/40)

Additional description for moderately cautious portfolio.

Visualiser: 60% Climate Solution Stocks, 39% Green Bonds, 1% Cash

Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker %, Allocated Description
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 60.00% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Green Bonds Carbon Collective Short Duration Green Bond ETF CCSB 39.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective
Cash Cash 1.00%

Cautious (50/50)

Additional description for cautious portfolio.

Visualiser: 50% Climate Solution Stocks, 49% Green Bonds, 1% Cash

Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker %, Allocated Description
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 50.00% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 49.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective
Cash Cash 1.00%

Most Cautious (40/60)

Additional description for most cautious portfolio.

Visualiser: 40% Climate Solution Stocks, 59% Green Bonds, 1% Cash

Detailed breakdown:

As of May 15, 2025.

Sector Company Ticker %, Allocated Description
Green Bond Carbon Collective Short Duration Green Bond ETF CCSB 59.00% CCSB is a collection of short duration green bonds that is actively managed by Artesian in partnership with Carbon Collective
Climate Solutions Carbon Collective US Traded Climate Solutions ETF CCSO 40.00% CCSO holds US listed companies that generate >50% of their revenue from climate solutions.
Cash Cash 1.00%