Narrator: "Goofy looks at his stock picking portfolio and not only spots Altria, British American Tobacco and Imperial Brands, but also sees gems like Lockheed Martin (among other things maker of cluster bombs).
Immediately, Goofy checks the (Swissquote) ESG scores of these holdings."
Company
Environment
Social
Governance
MO
92
93
75
BTI
90
89
91
IMB
n/a
n/a
n/a
LMT
86
83
66
“‘Phew!’, Goofy sighs in relief. But he still feels a little dirty and ashamed as he checks out his worst holdings (ESG wise): Weys (a shoemaking company), Brookfield Infrastructure (a, well, infrastructure company that builds and operates critical global infrastructure networks which facilitate the movement and storage of energy, water, freight, passengers and data) and Innovative Industrial Properties (a REIT specialized in leasing greenhouses to companies that grow canabis in there).”
Company
Environment
Social
Governance
WEYS
24
17
8
BIPC
14
35
28
IIPR
13
36
29
IIPR is apparently so extremely … ethically untouchable that Goofy cannot trade it electronically via the Swissquote web interface but has to phone a Swissquote agent for any trades."
We had a tobacco company / ethics discussion earlier in this topic and I am still of the opinion that META is one of the few companies that I cannot own with my concience, but tobacco and defense are still totally fine, IMO.
Looking at 1 year stock performance, I saw that PM has a crazy +80% performance! That must be one of the top performers in the S&P500 looking at the past 1 year performance. OK, maybe excluding ‘meme stocks’, like PLTR.
I’m not considering. I do what my mechanical strategies tell me. And that is at the moment just wait with an invested margin multiplier of 125% as of today. Very close to an all-time high by just doing nothing. That is why they call me the managing siesta director.
My bear market protocol is active until the SP500 is at 95% of its last high. At the moment it is at 92.14%. It will be activated again under 80%.
Imperial Brands, Main Street Capital and Oxford Square Capital are DRIP buys.
Eversource, Community Healthcare Trust, Smucker, Pepsi and General Mills are all undervalued and were financed with a couple of sells: got rid of PPL because they’re nicely overvalued with a dividend yield down to 3%, got rid of LTC Properties since they haven’t raised their dividend since I bought them (March 2020, no less!) and gave up a couple of shares of CME since they’re also quite overvalued.
Net effect is about $400 more dividends p.a. ($460 if I include the new dividends from DRIP).
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