Search
  • Julie Skye

this 4th and last Week of March 2021 Thoughts

Updated: Jun 8

ESG | ESG | ESG Matters


World Water Day: Investing in a Critical Resource


“When you need water, water is the only thing that will do.”

~Matt Diserio, President, Water Asset Management



Sustainable Impact Investing is not just about changing the world: it is about understanding the world is changing…all around us. Many clients own this fund and I think that more than ever we need to understand what we are invested in. Investing in the future will help us get through changing markets. See the full fact sheet, attached.


Required Disclosures: Always read the fine print!

The foregoing content reflects the opinions of Sustainable Advisors Alliance LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.



We’ve exhaled in 2021 and it might be tempting to let down our guard and think bright days are ahead in the market and economy. Why? The vaccine rollout has been going great guns; the Covid-Case-Count has been dropping; Congress has stepped up the financial relief and the economic numbers have started to turn up. 😲 Why does this matter to you? Globally, fears are growing about the German-Covid-surge; infectiousness in the British variant and the reported 50,000 cases we had in the U.S. yesterday. Please remain vigilant, be careful and get your vaccine when it is available.


Spend a few minutes looking at this chart: notice the Yield % column: the riskiest of the fixed income world is paying 3+%. Now look at the YTD TR %...the Total Return Year to Date in %. Look how many bonds have lost more in principal than they paid out for the last two years.

😊 Why does this matter to you? Above, the Yield % column tells you the yields bonds have been paying didn’t compensate investors enough to take the risk to their principal. Today, the good news is that bonds are now paying more than double what they were paying just 4 months ago. Look for more bonds to join your portfolio as the 10-year-Treasury approaches 2%.


When does a “fad investment” pay off? When do you jump on the bandwagon and when should you sit back and watch? I’ve written about Bitcoin and the meteoric rise over the last year. This chart shows money flowing into bitcoin funds has slowed…history shows that prices will also follow it…lower.

😲 Why does this matter to you? I’d be lying if I didn’t say that not owning a part of the market that has earned a bazillion dollars makes me feel a bit left out, but this chart is a warning bell going off.

Small Cap Growth stocks had a terrific 2020 and like many momentum stocks, they began to sell off in December. Look at the blue “bars” that fell below the mid-line, below: when money starts moving out of any part of the market, prices will follow moneyflows.

😲Why does this matter to you? Don’t ever think you have missed the boat: there are always good values in the market, and your portfolio, if your portfolio is well diversified. You will always own a mix of the good, the bad and the lovely. The important thing is to have a discipline, and a process, to guide us.

17 views0 comments

Recent Posts

See All