SOCIALLY RESPONSIBLE INVESTMENT PORTFOLIOS

 

This page displays the socially responsible investment (ESG) portfolios that Portfolio Einstein track.

ESG stands for Enviromental, Social and Governance

Go here to learn about socially responsible investing (hint: it provides higher returns)

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NameReturn in 2019CAGR since 2017STDEVSharpeDraw DownESG ratio
S&P 500 ESG31.71%15.16%18.46%0.79-4.43%100%
60/40 Portfolio ESG22.50%10.83%12.76%0.77-3.11%100%
Rick Ferri’s Core 4 fund Portfolio (60/40) ESG20.50%9.55%13.02%0.65-6.92%76%
Warren Buffett’s Portfolio ESG28.89%13.90%16.68%0.79-4.83%90%
Allan Roth Second Grader Medium Risk Portfolio ESG20.46%9.85%13.26%0.66-5.86%80%
Allan Roth Second Grader Low Portfolio ESG14.58%6.99%8.69%0.65-5.65%90%
Allan Roth Second Grader Five-Fund Medium Risk Portfolio ESG20.35%9.58%13.14%0.65-1.61%76%
Allan Roth Second Grader Five-Fund Low Risk Portfolio ESG14.52%6.85%8.65%0.64-3.20%88%
Scott Adams Dilbert’s Portfolio ESG26.03%13.93%21.87%0.63-11.86%100%
Robo Advisor Betterment 100 ESG26.26%12.15%19.98%0.59-7.98%77%
Harry Markowitz’s Father of Modern Portfolio Theory Portfolio ESG20.20%9.72%11.34%0.76-8.81%100%
Rick Ferri Midlife Moderate Basic Portfolio ESG20.55%9.47%12.94%0.65-5.19%75%
Rick Ferri Transitional Moderate Basic Portfolio ESG18.40%8.61%11.46%0.65-3.84%78%
Balanced Portfolio 10/90 ESG10.99%5.16%5.76%0.65-9.70%100%
Balanced Portfolio 20/80 ESG13.29%6.32%7.13%0.7-7.44%100%
Balanced Portfolio 30/70 ESG15.60%7.46%8.53%0.72-5.17%100%
Balanced Portfolio 40/60 ESG17.90%8.60%9.93%0.74-4.04%100%
Balanced Portfolio 50/50 ESG20.20%9.72%11.34%0.76-6.98%100%
Balanced Portfolio 70/30 ESG24.80%11.93%14.18%0.77-3.73%100%
Balanced Portfolio 80/20 ESG27.11%13.02%15.60%0.78-8.54%100%
Balanced Portfolio 90/10 ESG29.41%14.10%17.03%0.79-4.16%100%
Total US Stock Market ESG31.71%15.16%18.46%0.79-7.55%100%
The Jack Bogle Portfolio ESG22.50%10.83%12.76%0.77-7.44%100%
BlackRock LifePath Retirement Index Fund ESG16.43%7.67%10.30%0.62-4.97%77%
JL Collins, Simple Path To Wealth, Wealth Building Portfolio ESG31.71%15.16%18.46%0.79-2.50%100%
JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio ESG25.96%12.48%14.89%0.78-7.44%100%
Fidelity Freedom Index 2030 (55 year old) ESG23.46%11.17%15.41%0.67-5.00%75%
TD Ameritrade Core Portfolio Conservative ESG13.40%6.48%7.74%0.66-2.51%82%
TD Ameritrade Core Portfolio Moderate ESG16.25%7.88%10.07%0.66-7.25%78%
TD Ameritrade Core Portfolio Moderate Growth ESG18.16%8.80%11.64%0.65-4.24%75%
Morningstar Conservative Retirement Saver Portfolio ESG18.57%8.77%11.79%0.64-1.22%84%
Morningstar Moderate Retirement Saver Portfolio ESG24.10%11.24%16.25%0.64-6.78%92%
Morningstar Aggressive Retirement Saver Portfolio ESG26.52%12.17%18.68%0.62-9.87%90%
Rick Ferri’s Core 4 fund Portfolio (40/60) ESG16.56%7.75%10.07%0.64-3.28%84%
Rick Ferri’s Core 4 fund Portfolio (20/80) ESG12.63%5.90%7.16%0.63-6.98%92%
T. Rowe Price ActivePlus Portfolio, Model 20 ESG12.67%5.87%7.27%0.62-4.52%47%
T. Rowe Price ActivePlus Portfolio, Model 30 ESG14.72%6.88%8.73%0.64-4.80%53%
T. Rowe Price ActivePlus Portfolio, Model 40 ESG16.78%7.89%10.20%0.65-6.85%57%
T. Rowe Price ActivePlus Portfolio, Model 60 ESG20.63%9.89%13.22%0.67-6.64%67%
T. Rowe Price ActivePlus Portfolio, Model 70 ESG22.65%10.87%14.73%0.67-7.34%73%
T. Rowe Price ActivePlus Portfolio, Model 80 ESG24.66%11.82%16.25%0.68-8.15%80%
Schwab Target Date Index Fund 2030 ESG21.63%10.14%13.95%0.65-8.82%91%
Schwab Target Date Index Fund 2040 ESG24.56%11.42%16.37%0.65-6.93%93%
Schwab Target Date Index Fund 2050 ESG26.27%12.16%17.84%0.65-4.12%94%
Schwab Target Date Index Fund 2060 ESG27.11%12.51%18.58%0.64-2.92%95%
Schwab Managed Portfolio, Balanced With Growth ESG19.83%8.71%13.62%0.56-3.44%80%
Schwab Managed Portfolio, Growth ESG22.89%10.10%16.30%0.57-5.48%83%
Schwab Managed Portfolio, Aggressive Growth ESG25.44%11.27%18.49%0.58-6.68%86%
Dimensional 2040 Target Date Retirement Income Fund ESG24.41%11.89%16.61%0.67-4.77%75%
Dimensional 2050 Target Date Retirement Income Fund ESG27.03%13.07%18.81%0.67-7.50%86%
Dimensional 2060 Target Date Retirement Income Fund ESG27.03%13.07%18.81%0.67-4.21%86%
Dan Solin The Smartest Index Portfolio, Low Risk ESG12.68%6.03%7.20%0.65-2.82%94%
Dan Solin The Smartest Index Portfolio, Medium-Low Risk ESG16.67%8.02%10.16%0.66-3.98%88%
Dan Solin The Smartest Index Portfolio, Medium Risk ESG20.67%9.95%13.20%0.67-4.28%82%
Dan Solin The Smartest Index Portfolio, Medium-High Risk ESG24.66%11.82%16.25%0.68-5.38%76%
TIAA-CREF Lifecycle 2030 ESG22.60%10.96%14.56%0.69-2.72%97%
TIAA-CREF Lifecycle 2040 ESG25.93%12.53%17.08%0.69-10.14%100%
TIAA-CREF Lifecycle 2050 ESG27.29%13.16%18.11%0.69-7.96%100%
TIAA-CREF Lifecycle 2060 ESG27.77%13.38%18.49%0.69-5.72%100%
TIAA-CREF Lifecycle Index Retirement Income ESG16.24%7.85%9.89%0.66-3.41%80%
William Bernstein Taxable Ted 100% Stocks ESG28.63%11.95%18.65%0.61-9.39%85%
William Bernstein Taxable Ted 90/10 ESG26.41%11.18%17.03%0.62-7.92%87%
William Bernstein Taxable Ted 80/20 ESG24.19%10.41%15.42%0.62-6.72%88%
William Bernstein Taxable Ted 70/30 ESG21.98%9.62%13.80%0.63-5.40%90%
William Bernstein Taxable Ted 60/40 ESG19.76%8.81%12.18%0.63-7.79%91%
William Bernstein Taxable Ted 50/50 ESG17.54%7.98%10.57%0.64-2.60%93%
William Bernstein Taxable Ted 40/60 ESG15.33%7.15%8.96%0.65-5.56%94%
William Bernstein Taxable Ted 30/70 ESG13.11%6.29%7.35%0.67-7.09%96%
William Bernstein Taxable Ted 20/80 ESG10.89%5.42%5.75%0.69-4.75%97%
William Bernstein Taxable Ted 10/90 ESG8.68%4.53%4.17%0.74-6.49%99%
William Bernstein Taxable Ted 100% Bonds ESG6.46%3.63%2.64%0.84-3.99%100%
Rick Ferri Total Economy Core-4 Portfolio Low-Risk ESG12.19%5.49%7.19%0.57-5.38%80%
Rick Ferri Global Markets Core-4 Low-Risk ESG12.62%6.13%6.78%0.7-2.75%80%
Rick Ferri Global Markets Core-4 Conservative ESG16.74%8.11%9.80%0.7-3.23%85%
Rick Ferri Global Markets Core-4 Moderate ESG20.87%10.03%12.90%0.69-0.54%90%
Rick Ferri Global Markets Core-4 Aggressive ESG25.00%11.89%16.02%0.69-1.06%95%
Rick Ferri Income Seeker Core-4 Portfolio Low-Risk ESG16.18%6.68%10.55%0.52-1.57%80%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate ESG21.62%10.15%13.61%0.67-2.08%80%
3 Fund Portfolio 80/20 ESG25.04%11.86%16.14%0.68-2.60%100%
3 Fund Portfolio 60/40 ESG20.95%9.97%13.12%0.68-3.63%100%
3 Fund Portfolio 40/60 ESG16.87%8.03%10.13%0.67-4.14%100%
3 Fund Portfolio 20/80 ESG12.78%6.04%7.19%0.65-4.66%100%
3 Fund Portfolio Equal Weight ESG21.28%10.01%14.52%0.62-8.95%100%
FPL Capital Management Portfolio 10 ESG10.26%4.77%5.53%0.61-6.61%92%
FPL Capital Management Portfolio 20 ESG11.83%5.52%6.77%0.61-3.10%84%
FPL Capital Management Portfolio 30 ESG13.39%6.27%8.03%0.61-1.93%76%
Fundamentum Enhanced Index Focus Moderate ESG21.66%10.42%13.03%0.72-0.76%85%
Robo Advisor WiseBanyan 90% stocks ESG26.32%12.50%18.22%0.650.00%93%
Robo Advisor WiseBanyan 80% stocks ESG24.60%11.62%16.75%0.65-5.17%86%
Robo Advisor WiseBanyan 70% stocks ESG22.76%10.67%15.21%0.64-3.11%79%
PWL Capital Toronto (US) 100% Stocks ESG28.62%13.77%19.52%0.68-11.63%100%
PWL Capital Toronto (US) 90% Stocks ESG26.61%12.84%17.96%0.68-6.66%100%
PWL Capital Toronto (US) 80% Stocks ESG24.68%11.95%16.38%0.68-4.17%100%
PWL Capital Toronto (US) 70% Stocks ESG22.66%10.99%14.83%0.68-14.01%100%
PWL Capital Toronto (US) 60% Stocks ESG20.64%10.02%13.29%0.67-13.53%100%
PWL Capital Toronto (US) 50% Stocks ESG18.71%9.08%11.73%0.67-11.76%100%
PWL Capital Toronto (US) 40% Stocks ESG16.70%8.07%10.21%0.67-8.60%100%
PWL Capital Toronto (US) 30% Stocks ESG14.65%7.09%8.71%0.66-5.00%100%
PWL Capital Toronto (US) 20% Stocks ESG12.72%6.10%7.21%0.65-3.50%100%
PWL Capital Layton-Guay Portfolios (US) 30/70 Conservative ESG15.23%7.21%9.01%0.65-7.89%79%
PWL Capital Layton-Guay Portfolios (US) 40/60 Cautious ESG17.17%8.17%10.57%0.66-7.85%81%
PWL Capital Layton-Guay Portfolios (US) 50/50 Balanced ESG19.12%9.11%12.14%0.66-7.08%84%
PWL Capital Layton-Guay Portfolios (US) 60/40 Assertive ESG21.06%10.04%13.74%0.66-5.67%86%
PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive ESG23.01%10.95%15.34%0.66-9.15%89%
PWL Capital Nancy And Her Team (US), Aggressive ESG22.11%10.34%13.83%0.68-8.51%78%
PWL Capital Passmore & Felix (US), 80/20 ESG24.79%11.74%15.64%0.7-7.83%76%
PWL Capital Passmore & Felix (US), 100/0 ESG28.98%13.50%18.93%0.69-7.33%96%
Gyroscopic Desert Portfolio ESG16.58%7.98%9.10%0.74-6.08%90%
Canadian Portfolio Manager Model Portfolios (US) 20% Stocks ESG12.74%6.08%7.21%0.65-5.39%100%
Canadian Portfolio Manager Model Portfolios (US) 30% Stocks ESG14.75%7.11%8.69%0.66-3.97%100%
Canadian Portfolio Manager Model Portfolios (US) 40% Stocks ESG16.77%8.12%10.19%0.67-4.54%100%
Canadian Portfolio Manager Model Portfolios (US) 50% Stocks ESG18.78%9.11%11.71%0.68-3.97%100%
Canadian Portfolio Manager Model Portfolios (US) 60% Stocks ESG20.82%10.10%13.23%0.68-2.55%100%
Canadian Portfolio Manager Model Portfolios (US) 70% Stocks ESG22.83%11.06%14.77%0.68-2.13%100%
Canadian Portfolio Manager Model Portfolios (US) 80% Stocks ESG24.85%12.02%16.31%0.69-0.78%100%
Canadian Portfolio Manager Model Portfolios (US) 90% Stocks ESG26.88%12.95%17.85%0.69-0.03%100%
Canadian Portfolio Manager Model Portfolios (US) 100% Stocks ESG28.90%13.88%19.39%0.69-7.12%100%
Canadian Couch Potato Model Portfolios (US) Conservative ESG14.61%6.97%8.74%0.64-5.17%80%
The Global Couch Potato Portfolio (US Edition) ESG20.78%9.88%13.17%0.67-3.89%100%
The Canonical Portfolio (US) 90% Stocks ESG26.83%12.63%17.73%0.68-6.79%100%
The Canonical Portfolio (US) 80% Stocks ESG24.81%11.72%16.21%0.67-6.06%100%
The Canonical Portfolio (US) 70% Stocks ESG22.80%10.81%14.68%0.67-7.24%100%
The Canonical Portfolio (US) 60% Stocks ESG20.78%9.88%13.17%0.67-7.24%100%
The Canonical Portfolio (US) 50% Stocks ESG18.76%8.93%11.66%0.67-7.24%100%
The Canonical Portfolio (US) 40% Stocks ESG16.75%7.97%10.15%0.66-1.89%100%
The Canonical Portfolio (US) 30% Stocks ESG14.74%7.00%8.67%0.65-3.28%100%
Robo Advisor SigFig Taxable 15 ESG24.59%12.34%19.45%0.61-4.19%97%
Robo Advisor SigFig Taxable 14 ESG23.26%11.71%18.23%0.61-6.02%92%
Robo Advisor SigFig Taxable 13 ESG22.61%11.39%17.52%0.61-7.29%89%
Robo Advisor SigFig Taxable 12 ESG21.48%10.77%15.97%0.62-4.41%88%
Robo Advisor SigFig Taxable 11 ESG21.22%10.63%15.57%0.62-7.03%88%
Robo Advisor SigFig Taxable 10 ESG20.42%10.18%14.41%0.64-8.88%86%
Robo Advisor SigFig Taxable 09 ESG20.16%10.03%14.02%0.64-5.97%86%
Robo Advisor SigFig Taxable 08 ESG19.90%9.88%13.64%0.65-7.41%85%
Robo Advisor SigFig Taxable 07 ESG19.26%9.55%12.94%0.65-7.89%85%
Robo Advisor SigFig Taxable 06 ESG18.68%9.24%12.46%0.65-7.91%84%
Robo Advisor SigFig Taxable 05 ESG18.18%8.96%11.94%0.65-0.83%83%
Robo Advisor SigFig Taxable 04 ESG17.41%8.60%11.25%0.65-2.63%80%
Robo Advisor SigFig Tax Sheltered 17 ESG24.68%12.10%19.41%0.6-4.24%88%
Robo Advisor SigFig Tax Sheltered 16 ESG24.03%11.80%18.77%0.6-5.54%85%
Robo Advisor SigFig Tax Sheltered 15 ESG23.44%11.53%18.16%0.6-6.83%83%
Robo Advisor SigFig Tax Sheltered 14 ESG23.06%11.31%17.54%0.60.00%83%
Robo Advisor SigFig Tax Sheltered 13 ESG22.69%11.15%17.22%0.6-0.56%83%
Robo Advisor SigFig Tax Sheltered 12 ESG21.84%10.68%16.34%0.6-2.66%80%
Robo Advisor SigFig Tax Sheltered 11 ESG21.06%10.32%15.78%0.6-4.76%79%
Robo Advisor SigFig Tax Sheltered 10 ESG20.68%10.09%15.18%0.6-6.86%78%
Robo Advisor SigFig Tax Sheltered 09 ESG20.30%9.92%14.86%0.6-8.95%78%
Robo Advisor SigFig Tax Sheltered 08 ESG19.78%9.63%14.41%0.6-6.43%76%
Robo Advisor SigFig Tax Sheltered 07 ESG19.40%9.46%14.09%0.6-3.23%76%
Ellevest Wealthbuilding Portfolio 12 ESG26.27%12.34%18.97%0.62-1.63%79%
Axos Invest 100% Stocks ESG28.06%13.38%19.69%0.66-1.09%100%
Axos Invest 90% Stocks ESG26.35%12.52%18.24%0.65-3.05%93%
Axos Invest 80% Stocks ESG24.60%11.62%16.75%0.65-5.00%86%
Axos Invest 70% Stocks ESG22.76%10.68%15.22%0.64-6.92%80%
Gretchen Tai’s Portfolio ESG21.75%10.18%15.68%0.59-5.11%75%
SoFi Model Portfolios Taxable Moderately Aggressive ESG23.23%11.37%17.04%0.62-6.83%85%
SoFi Model Portfolios Taxable/Retirement Aggressive ESG26.79%12.86%20.34%0.61-0.89%100%
SoFi Model Portfolios Retirement Conservative ESG8.89%4.31%4.88%0.58-1.78%75%
SoFi Model Portfolios Retirement Moderately Aggressive ESG23.23%11.37%17.04%0.62-2.68%85%
Robo Advisor Betterment 2020 Retirement 100% Stocks ESG25.33%11.64%20.11%0.56-3.43%77%
Bogleheads Guide to Investing – A Young Investor’s Asset Allocation ESG27.11%13.02%15.60%0.78-4.15%100%
Bogleheads Guide to Investing – A Middle-Aged Investor’s Asset Allocation ESG21.40%9.85%12.91%0.68-4.88%75%
Quit Like A Millionaire (CA) Portfolio ESG18.85%8.12%12.53%0.56-5.61%80%
Quit Like A Millionaire (US) Portfolio ESG20.78%9.88%13.17%0.67-6.37%100%
Robo Advisor J.P. Morgan You Invest Growth ESG17.54%8.72%11.80%0.64-7.16%76%
Robo Advisor J.P. Morgan You Invest Aggressive ESG12.84%6.31%7.74%0.63-7.95%82%
Robo Advisor Morgan Stanley Acces Investing Wealth Conservation ESG11.54%5.62%6.79%0.62-5.24%81%
Robo Advisor Morgan Stanley Acces Investing Market Growth ESG19.61%9.34%14.16%0.59-6.65%91%
Robo Advisor Morgan Stanley Acces Investing Opportunistic Growth ESG22.62%10.75%16.83%0.59-7.53%93%
Jonathan Clements’ Three Fund Global Portfolio ESG21.21%10.12%13.05%0.69-7.98%100%
Richard Jenkins Simple ETF Strategy ESG23.93%9.90%15.86%0.57-0.16%75%
Kiplinger’s Five-Fund ETF Portfolio for Growth ESG24.65%11.14%16.22%0.64-1.97%90%
Kiplinger’s Five-Fund ETF Portfolio for Income ESG19.22%8.68%11.82%0.64-4.34%75%
David Jackson Low-Maintenance Five-Fund ETF Portfolio ESG22.56%10.30%16.51%0.58-6.34%80%

* All returns are on a compound annual basis.
* Source data for all calculations is here.
* “STDEV”  is the standard deviation. This measures how much the returns bounce around from year to year. A.K.A risk or volatility. Bonds typically don’t bounce around as much as stocks for example.
* Max drawdown is the largest decline the portfolio experienced in the years that we have tracked the portfolio. It does not include intrayear events. This means that the portfolio could have suffered a worse decline than the above shows.
* Market correlation describes how much the portfolio returns correlate with the S&P500.
* CAGR = Compound Annual Growth Rate. The compound annual growth rate isn’t a true return rate, but rather a representational figure. It is essentially a number that describes the rate at which an investment would have grown if it had grown the same rate every year and the profits were reinvested at the end of each year.
* Dividends are the expected dividend yield you will get holding the portfolio. It is calculated by mulitplying the dividiend yidled for each asset in the portfolio with the percetage of the portoflio holding. Then summing them up. 
* Expense ratio is the expected expense ratio for holding the portfolio. Data is based on the expense ratio for the ETF on this page.
* ESG portfolios are benchmarked back to and including 2017.
* ESG ratio is the percent of the portfolio that consist of ESG ETFs.

 

 

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