Global Sustainable Aggressive (Tax-Aware)
A core, globally diversified ETF strategy to own the market at low cost. 100% risk assets. Focus on time in market, rather than timing the market.
Strategy Description

Our Core ETF Portfolios provide:

  • Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

  • ETF selection constantly reviewed for efficiency and sustainability

    • Costs are kept low, currently averaging 0.2% to 0.25% per portfolio

    • Tax implications are reviewed at client, ETF and underlying positions of ETF levels

    • Sustainability tilts are preferred and implemented for each exposure, all else equal

  • Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity

  • For international investors, portfolio can be implemented in USD and other currencies; please see details via our international site

Allocation Breakdown
Asset Class
Equity
96.40%
Commodities
3.14%
Cash
0.46%
Geography
America
58.33%
Greater Europe
17.99%
Developed Asia
13.96%
Emerging Asia
8.71%
Central/Latin America
1.01%
Sector
Technology
19.40%
Financials
18.34%
Healthcare
15.09%
Consumer Discretionary
11.67%
Communications
9.15%
Industrials
7.97%
Real Estate
6.13%
Consumer Staples
5.22%
Materials
3.93%
Utilities
2.70%
Energy
0.41%
Top Holdings
Position
Weight(%)
1.  
Vanguard ESG US Stock ETF
42.85
2.  
Vanguard ESG International Stock ETF
29.09
3.  
WisdomTree Enhanced Commodity Strategy Fund
3.14
4.  
iShares MSCI International Momentum Factor ETF
3.07
5.  
iShares Global Financials ETF
2.98
Position
Weight(%)
6.  
iShares MSCI International Value Factor ETF
2.95
7.  
iShares Global REIT ETF
2.93
8.  
iShares Biotechnology ETF
2.63
9.  
iShares Global Clean Energy ETF
2.57
10.  
iShares MSCI USA Momentum Factor ETF
2.51