ACTION POINT
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
U.S. Socially Responsible Investments in 2016
$8.72 Trillion
- MORNINGSTAR FAVORITES
- Calvert Funds
- Parnassus Funds
- Parnassus Fund (PARNX)
Large growth fund
Strong long-term track record
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
- Automatic deposits to savings or tax-deferred accounts
- Setting up a robo-account to automatically invest and rebalance your portfolio
- Buying a Target Date Fund to prepare for your retirement
- Automatic Dividend Reinvestment Plans
USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS
USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS
- NO INTEREST IN INVESTING:
- Choose index funds
- Diversify globally & by asset class
- Include safe haven investments
e.g. Treasury bonds & Gold
- COMFORT LEVEL COMBINATION:
- Core position in broad global stock index fund or ETF
- Satellite positions in actively managed mutual funds
- Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
- TRADITIONAL CHOICE:
- Actively managed funds
- Global & asset class diversification
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
COMPOUNDING POWER
-
Companies with long history of paying and growing dividends
- S&P 500 companies that have increased annual dividends for at least 25 consecutive years
- Automatically reinvest dividends in new shares
“Dividend Aristocrats”
DRIPs: Dividend Reinvestment Plans
-
Popular dividend growing ETFs:
- SPDR S&P Dividend ETF (SDY)
- Vanguard Dividend Appreciation ETF (VIG)
ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE
Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future
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