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Your Investment Portfolio’s Naughty and Nice List for 2014

December 17, 2014

As most of us rush to get our holiday shopping done over the next week (or chose to do so while sitting with our tablets at the kitchen table), we’ll be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off your list is to figure out which companies in your portfolio are being naughty or nice.

SustainVest Management continues to monitor sustainability criteria for clients’ positions in their portfolios, keeping a keen eye on which companies are performing well and also the ones that are doing poorly. The below is referenced from a recent Consumer Reports list. After reading the info below, you can show off at your family holiday gatherings with some interesting information, both good and bad!

Enjoy…

THE NAUGHTY

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THE NICE

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Dale Wannen is President of Sustainvest Asset Management, an independent investment advisory firm that specializes in socially and environmentally responsible investing. He can be reached at [email protected].