Polaris Wealth’s Socially Responsible strategy seeks to provide long-term growth by purchasing common stocks of companies with high environmental, social and governance ratings as identified by inclusion in the MSCI KLD 400 Social Index and the FTSE4Good US Select Index. The baseline allocation is 100% stocks.
The strategy generally holds between 20 and 40 positions and is broadly diversified across market sectors with targeted individual stock weightings of 2-4%. Stocks are typically mid-cap to large-cap in size. This is a tactical strategy will be fully invested when Polaris Wealth’s research shows equity market strength. We will decrease our equity exposure when our research indicates market conditions are not favorable towards stocks.
SECTOR Allocation 3/31/2020
Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.
For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.