I have been investing in a sustainable global ETF (companies like Nextera energy; Samsung SDI; Infeon Tech; On-semiconductors; RWE AG; EDP Portugal) and it’s been performing somewhat well (10% YTD).
The fund avoids oil/fossil fuel however I’m wondering what is the subs opinion on renewables/electrical infrastructure going into 2022-2025?
I’m just wondering whether to overweight this portion of my portfolio. I try to avoid oil and other commodities due to high volatility.
Thanks
Leave a Reply