ESG Investment Portfolios

Socially Resposible Investment Portfolios


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

ESG stands for Environmental, Social, and Governance

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

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NameReturn in 2020CAGR since 2017STDEVDraw DownESG ratio
S&P 500 ESG15.16%18.46%-4.43%100%
60/40 Portfolio ESG10.83%12.76%-3.11%100%
Rick Ferri's Core 4 fund Portfolio (60/40) ESG9.55%13.02%-6.92%76%
Warren Buffett's Portfolio ESG13.90%16.68%-4.83%90%
Allan Roth Second Grader Medium Risk Portfolio ESG9.85%13.26%-5.86%80%
Allan Roth Second Grader Low Portfolio ESG6.99%8.69%-5.65%90%
Allan Roth Second Grader Five-Fund Medium Risk Portfolio ESG9.58%13.14%-1.61%76%
Allan Roth Second Grader Five-Fund Low Risk Portfolio ESG6.85%8.65%-3.20%88%
Scott Adams Dilbert's Portfolio ESG13.93%21.87%-11.86%100%
Robo Advisor Betterment 100 ESG12.15%19.98%-7.98%77%
Harry Markowitz's Father of Modern Portfolio Theory Portfolio ESG9.72%11.34%-8.81%100%
Rick Ferri Midlife Moderate Basic Portfolio ESG9.47%12.94%-5.19%75%
Rick Ferri Transitional Moderate Basic Portfolio ESG8.61%11.46%-3.84%78%
Balanced Portfolio 10/90 ESG5.16%5.76%-9.70%100%
Balanced Portfolio 20/80 ESG6.32%7.13%-7.44%100%
Balanced Portfolio 30/70 ESG7.46%8.53%-5.17%100%
Balanced Portfolio 40/60 ESG8.60%9.93%-4.04%100%
Balanced Portfolio 50/50 ESG9.72%11.34%-6.98%100%
Balanced Portfolio 70/30 ESG11.93%14.18%-3.73%100%
Balanced Portfolio 80/20 ESG13.02%15.60%-8.54%100%
Balanced Portfolio 90/10 ESG14.10%17.03%-4.16%100%
Total US Stock Market ESG15.16%18.46%-7.55%100%
The Jack Bogle Portfolio ESG10.83%12.76%-7.44%100%
JL Collins, Simple Path To Wealth, Wealth Building Portfolio ESG15.16%18.46%-2.50%100%
JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio ESG12.48%14.89%-7.44%100%
Fidelity Freedom Index 2030 (55 year old) ESG11.17%15.41%-5.00%75%
TD Ameritrade Core Portfolio Conservative ESG6.48%7.74%-2.51%82%
TD Ameritrade Core Portfolio Moderate ESG7.88%10.07%-7.25%78%
TD Ameritrade Core Portfolio Moderate Growth ESG8.80%11.64%-4.24%75%
Morningstar Conservative Retirement Saver Portfolio ESG8.77%11.79%-1.22%84%
Morningstar Moderate Retirement Saver Portfolio ESG11.24%16.25%-6.78%92%
Morningstar Aggressive Retirement Saver Portfolio ESG12.17%18.68%-9.87%90%
Rick Ferri's Core 4 fund Portfolio (40/60) ESG7.75%10.07%-3.28%84%
Rick Ferri's Core 4 fund Portfolio (20/80) ESG5.90%7.16%-6.98%92%
T. Rowe Price ActivePlus Portfolio, Model 20 ESG5.87%7.27%-4.52%47%
T. Rowe Price ActivePlus Portfolio, Model 30 ESG6.88%8.73%-4.80%53%
T. Rowe Price ActivePlus Portfolio, Model 40 ESG7.89%10.20%-6.85%57%
T. Rowe Price ActivePlus Portfolio, Model 60 ESG9.89%13.22%-6.64%67%
T. Rowe Price ActivePlus Portfolio, Model 70 ESG10.87%14.73%-7.34%73%
T. Rowe Price ActivePlus Portfolio, Model 80 ESG11.82%16.25%-8.15%80%
Schwab Target Date Index Fund 2030 ESG10.14%13.95%-8.82%91%
Schwab Target Date Index Fund 2040 ESG11.42%16.37%-6.93%93%
Schwab Target Date Index Fund 2050 ESG12.16%17.84%-4.12%94%
Schwab Target Date Index Fund 2060 ESG12.51%18.58%-2.92%95%
Schwab Managed Portfolio, Balanced With Growth ESG8.71%13.62%-3.44%80%
Schwab Managed Portfolio, Growth ESG10.10%16.30%-5.48%83%
Schwab Managed Portfolio, Aggressive Growth ESG11.27%18.49%-6.68%86%
Dimensional 2040 Target Date Retirement Income Fund ESG11.89%16.61%-4.77%75%
Dimensional 2050 Target Date Retirement Income Fund ESG13.07%18.81%-7.50%86%
Dimensional 2060 Target Date Retirement Income Fund ESG13.07%18.81%-4.21%86%
Dan Solin The Smartest Index Portfolio, Low Risk ESG6.03%7.20%-2.82%94%
Dan Solin The Smartest Index Portfolio, Medium-Low Risk ESG8.02%10.16%-3.98%88%
Dan Solin The Smartest Index Portfolio, Medium Risk ESG9.95%13.20%-4.28%82%
Dan Solin The Smartest Index Portfolio, Medium-High Risk ESG11.82%16.25%-5.38%76%
TIAA-CREF Lifecycle 2030 ESG10.96%14.56%-2.72%97%
TIAA-CREF Lifecycle 2040 ESG12.53%17.08%-10.14%100%
TIAA-CREF Lifecycle 2050 ESG13.16%18.11%-7.96%100%
TIAA-CREF Lifecycle 2060 ESG13.38%18.49%-5.72%100%
TIAA-CREF Lifecycle Index Retirement Income ESG7.85%9.89%-3.41%80%
William Bernstein Taxable Ted 100% Stocks ESG11.95%18.65%-9.39%85%
William Bernstein Taxable Ted 90/10 ESG11.18%17.03%-7.92%87%
William Bernstein Taxable Ted 80/20 ESG10.41%15.42%-6.72%88%
William Bernstein Taxable Ted 70/30 ESG9.62%13.80%-5.40%90%
William Bernstein Taxable Ted 60/40 ESG8.81%12.18%-7.79%91%
William Bernstein Taxable Ted 50/50 ESG7.98%10.57%-2.60%93%
William Bernstein Taxable Ted 40/60 ESG7.15%8.96%-5.56%94%
William Bernstein Taxable Ted 30/70 ESG6.29%7.35%-7.09%96%
William Bernstein Taxable Ted 20/80 ESG5.42%5.75%-4.75%97%
William Bernstein Taxable Ted 10/90 ESG4.53%4.17%-6.49%99%
William Bernstein Taxable Ted 100% Bonds ESG3.63%2.64%-3.99%100%
Rick Ferri Total Economy Core-4 Portfolio Low-Risk ESG5.49%7.19%-5.38%80%
Rick Ferri Global Markets Core-4 Low-Risk ESG6.13%6.78%-2.75%80%
Rick Ferri Global Markets Core-4 Conservative ESG8.11%9.80%-3.23%85%
Rick Ferri Global Markets Core-4 Moderate ESG10.03%12.90%-0.54%90%
Rick Ferri Global Markets Core-4 Aggressive ESG11.89%16.02%-1.06%95%
Rick Ferri Income Seeker Core-4 Portfolio Low-Risk ESG6.68%10.55%-1.57%80%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate ESG10.15%13.61%-2.08%80%
3 Fund Portfolio 80/20 ESG11.86%16.14%-2.60%100%
3 Fund Portfolio 60/40 ESG9.97%13.12%-3.63%100%
3 Fund Portfolio 40/60 ESG8.03%10.13%-4.14%100%
3 Fund Portfolio 20/80 ESG6.04%7.19%-4.66%100%
3 Fund Portfolio Equal Weight ESG10.01%14.52%-8.95%100%
FPL Capital Management Portfolio 10 ESG4.77%5.53%-6.61%92%
FPL Capital Management Portfolio 20 ESG5.52%6.77%-3.10%84%
FPL Capital Management Portfolio 30 ESG6.27%8.03%-1.93%76%
Fundamentum Enhanced Index Focus Moderate ESG10.42%13.03%-0.76%85%
Robo Advisor WiseBanyan 90% stocks ESG12.50%18.22%0.00%93%
Robo Advisor WiseBanyan 80% stocks ESG11.62%16.75%-5.17%86%
Robo Advisor WiseBanyan 70% stocks ESG10.67%15.21%-3.11%79%
PWL Capital Toronto (US) 100% Stocks ESG13.77%19.52%-11.63%100%
PWL Capital Toronto (US) 90% Stocks ESG12.84%17.96%-6.66%100%
PWL Capital Toronto (US) 80% Stocks ESG11.95%16.38%-4.17%100%
PWL Capital Toronto (US) 70% Stocks ESG10.99%14.83%-14.01%100%
PWL Capital Toronto (US) 60% Stocks ESG10.02%13.29%-13.53%100%
PWL Capital Toronto (US) 50% Stocks ESG9.08%11.73%-11.76%100%
PWL Capital Toronto (US) 40% Stocks ESG8.07%10.21%-8.60%100%
PWL Capital Toronto (US) 30% Stocks ESG7.09%8.71%-5.00%100%
PWL Capital Toronto (US) 20% Stocks ESG6.10%7.21%-3.50%100%
PWL Capital Layton-Guay Portfolios (US) 30/70 Conservative ESG7.21%9.01%-7.89%79%
PWL Capital Layton-Guay Portfolios (US) 40/60 Cautious ESG8.17%10.57%-7.85%81%
PWL Capital Layton-Guay Portfolios (US) 50/50 Balanced ESG9.11%12.14%-7.08%84%
PWL Capital Layton-Guay Portfolios (US) 60/40 Assertive ESG10.04%13.74%-5.67%86%
PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive ESG10.95%15.34%-9.15%89%
PWL Capital Nancy And Her Team (US), Aggressive ESG10.34%13.83%-8.51%78%
PWL Capital Passmore & Felix (US), 80/20 ESG11.74%15.64%-7.83%76%
PWL Capital Passmore & Felix (US), 100/0 ESG13.50%18.93%-7.33%96%
Gyroscopic Desert Portfolio ESG7.98%9.10%-6.08%90%
Canadian Portfolio Manager Model Portfolios (US) 20% Stocks ESG6.08%7.21%-5.39%100%
Canadian Portfolio Manager Model Portfolios (US) 30% Stocks ESG7.11%8.69%-3.97%100%
Canadian Portfolio Manager Model Portfolios (US) 40% Stocks ESG8.12%10.19%-4.54%100%
Canadian Portfolio Manager Model Portfolios (US) 50% Stocks ESG9.11%11.71%-3.97%100%
Canadian Portfolio Manager Model Portfolios (US) 60% Stocks ESG10.10%13.23%-2.55%100%
Canadian Portfolio Manager Model Portfolios (US) 70% Stocks ESG11.06%14.77%-2.13%100%
Canadian Portfolio Manager Model Portfolios (US) 80% Stocks ESG12.02%16.31%-0.78%100%
Canadian Portfolio Manager Model Portfolios (US) 90% Stocks ESG12.95%17.85%-0.03%100%
Canadian Portfolio Manager Model Portfolios (US) 100% Stocks ESG13.88%19.39%-7.12%100%
Canadian Couch Potato Model Portfolios (US) Conservative ESG6.97%8.74%-5.17%80%
The Global Couch Potato Portfolio (US Edition) ESG9.88%13.17%-3.89%100%
The Canonical Portfolio (US) 90% Stocks ESG12.63%17.73%-6.79%100%
The Canonical Portfolio (US) 80% Stocks ESG11.72%16.21%-6.06%100%
The Canonical Portfolio (US) 70% Stocks ESG10.81%14.68%-7.24%100%
The Canonical Portfolio (US) 60% Stocks ESG9.88%13.17%-7.24%100%
The Canonical Portfolio (US) 50% Stocks ESG8.93%11.66%-7.24%100%
The Canonical Portfolio (US) 40% Stocks ESG7.97%10.15%-1.89%100%
The Canonical Portfolio (US) 30% Stocks ESG7.00%8.67%-3.28%100%
Robo Advisor SigFig Taxable 15 ESG12.34%19.45%-4.19%97%
Robo Advisor SigFig Taxable 14 ESG11.71%18.23%-6.02%92%
Robo Advisor SigFig Taxable 13 ESG11.39%17.52%-7.29%89%
Robo Advisor SigFig Taxable 12 ESG10.77%15.97%-4.41%88%
Robo Advisor SigFig Taxable 11 ESG10.63%15.57%-7.03%88%
Robo Advisor SigFig Taxable 10 ESG10.18%14.41%-8.88%86%
Robo Advisor SigFig Taxable 09 ESG10.03%14.02%-5.97%86%
Robo Advisor SigFig Taxable 08 ESG9.88%13.64%-7.41%85%
Robo Advisor SigFig Taxable 07 ESG9.55%12.94%-7.89%85%
Robo Advisor SigFig Taxable 06 ESG9.24%12.46%-7.91%84%
Robo Advisor SigFig Taxable 05 ESG8.96%11.94%-0.83%83%
Robo Advisor SigFig Taxable 04 ESG8.60%11.25%-2.63%80%
Robo Advisor SigFig Tax Sheltered 17 ESG12.10%19.41%-4.24%88%
Robo Advisor SigFig Tax Sheltered 16 ESG11.80%18.77%-5.54%85%
Robo Advisor SigFig Tax Sheltered 15 ESG11.53%18.16%-6.83%83%
Robo Advisor SigFig Tax Sheltered 14 ESG11.31%17.54%0.00%83%
Robo Advisor SigFig Tax Sheltered 13 ESG11.15%17.22%-0.56%83%
Robo Advisor SigFig Tax Sheltered 12 ESG10.68%16.34%-2.66%80%
Robo Advisor SigFig Tax Sheltered 11 ESG10.32%15.78%-4.76%79%
Robo Advisor SigFig Tax Sheltered 10 ESG10.09%15.18%-6.86%78%
Robo Advisor SigFig Tax Sheltered 09 ESG9.92%14.86%-8.95%78%
Robo Advisor SigFig Tax Sheltered 08 ESG9.63%14.41%-6.43%76%
Robo Advisor SigFig Tax Sheltered 07 ESG9.46%14.09%-3.23%76%
Ellevest Wealthbuilding Portfolio 12 ESG12.34%18.97%-1.63%79%
Axos Invest 100% Stocks ESG13.38%19.69%-1.09%100%
Axos Invest 90% Stocks ESG12.52%18.24%-3.05%93%
Axos Invest 80% Stocks ESG11.62%16.75%-5.00%86%
Axos Invest 70% Stocks ESG10.68%15.22%-6.92%80%
Gretchen Tai's Portfolio ESG10.18%15.68%-5.11%75%
SoFi Model Portfolios Taxable Moderately Aggressive ESG11.37%17.04%-6.83%85%
SoFi Model Portfolios Taxable/Retirement Aggressive ESG12.86%20.34%-0.89%100%
SoFi Model Portfolios Retirement Conservative ESG4.31%4.88%-1.78%75%
SoFi Model Portfolios Retirement Moderately Aggressive ESG11.37%17.04%-2.68%85%
Robo Advisor Betterment 2020 Retirement 100% Stocks ESG11.64%20.11%-3.43%77%
Bogleheads Guide to Investing - A Young Investor’s Asset Allocation ESG13.02%15.60%-4.15%100%
Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset Allocation ESG9.85%12.91%-4.88%75%
Quit Like A Millionaire (CA) Portfolio ESG8.12%12.53%-5.61%80%
Quit Like A Millionaire (US) Portfolio ESG9.88%13.17%-6.37%100%
Robo Advisor J.P. Morgan You Invest Growth ESG8.72%11.80%-7.16%76%
Robo Advisor J.P. Morgan You Invest Aggressive ESG6.31%7.74%-7.95%82%
Robo Advisor Morgan Stanley Acces Investing Wealth Conservation ESG5.62%6.79%-5.24%81%
Robo Advisor Morgan Stanley Acces Investing Market Growth ESG9.34%14.16%-6.65%91%
Robo Advisor Morgan Stanley Acces Investing Opportunistic Growth ESG10.75%16.83%-7.53%93%
Jonathan Clements' Three Fund Global Portfolio ESG10.12%13.05%-7.98%100%
Richard Jenkins Simple ETF Strategy ESG9.90%15.86%-0.16%75%
Kiplinger's Five-Fund ETF Portfolio for Growth ESG11.14%16.22%-1.97%90%
Kiplinger's Five-Fund ETF Portfolio for Income ESG8.68%11.82%-4.34%75%
David Jackson Low-Maintenance Five-Fund ETF Portfolio ESG10.30%16.51%-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.