{"id":2056,"date":"2021-03-15T21:53:07","date_gmt":"2021-03-15T20:53:07","guid":{"rendered":"https:\/\/esgfireat40.frontender.se\/uncategorized\/cielo-waste-solutions-announces-intent-to-list-on-the-tsx-venture-exchange-2\/"},"modified":"2022-01-25T09:58:25","modified_gmt":"2022-01-25T08:58:25","slug":"weekly-esg-portfolio-update","status":"publish","type":"post","link":"https:\/\/esgfire.com\/sv\/portfolio\/weekly-esg-portfolio-update\/","title":{"rendered":"Weekly ESG portfolio update"},"content":{"rendered":"

ESG PORTFOLIO UPDATE<\/p>\n

Performance last week :\u00a0<\/strong>2021-03-08\u2013 2021-03-14<\/p>\n

ESGFIREAT40 Portfolio: +25,76 %\u00a0<\/strong>
\nDow Jones: +4,1 %
\nNasdaq +3,09 %
\nOMXSPI:+ 3,12 %<\/p>\n

Performance YTD:<\/strong><\/p>\n

ESGFIREAT40 Portfolio:<\/strong>\u00a0+171 %\u00a0<\/strong>
\nDow Jones: +7,1%
\nNasdaq: +3,35%
\nOMSXPI: +12,47 %<\/p>\n

Top performers:<\/strong>
\nEnvironmental Waste Internation $YEWTF \/ $EWS + 26 %
\nGrande West Transportation $BUS\/$BUSXF + 24 %
\nCielo Waste Solutions $CMC.CN<\/a>\u00a0\/ $CWSFF + 23 %<\/p>\n

Underachievers:<\/strong>
\nBlue Bird Corp $BLBD -7 %
\nAbsolicon $ABSL -2 %<\/p>\n

Portfolio update comment:<\/strong><\/p>\n

The past week was a great comeback for the ESG portfolio and growth stocks. After losing almost 15 % the week before the portfolio soared back 26 %. An exception last week was that the performance was evenly split between several stocks and not just credited to Cielo Waste Solutions. Environmental Waste International had a great performance alongside Grande West Transportation. Personally I think all mentioned stocks remain attractively valued. As you can see in the picture above the portfolio is now at an ATH with both total value and performance higher than before the 10 year yield \u201ccrisis\u201d which spooked many investors the past few weeks. For those of you who read my post about the market turbulence you will recall that I did not sell or reallocate my positions since I was pretty sure the yield curve turbulence was a temporary fluke.<\/p>\n

The 10 year yield \u201cghost\u201d<\/strong><\/p>\n

I still believe the yield curv \u201cghost\u201d might come back to haunt growth stocks when and if the US 10 year yield continues to climb but this should hardly be a cause for concern and unless you\u2019re a trader or have very low risk\/volatility tolerance I don\u2019t see any cause for preemptive action. Some believe there wont be peace in the markets\u00a0until the 10 year yield hits 2 %<\/a>. This turbulence makes it even more important to\u00a0\u201cknow what you own\u201d\u00a0<\/a>. The more you know what you own the higher conviction you can have during market turbulence which is exactly what helped me remain calm during the latest yield turbulence.<\/p>\n

Graphic of the US 10 year yield below<\/strong><\/p>\n

\"\"<\/figure>\n

Conclusions<\/strong><\/p>\n

Was this market turbulence stressfull for me ? Yes! Did it test my conviction ? Most certainly YES! But knowing what you own and making your own mind about what your portfolio company\u2019s potential and value is will help you remain calm. As a friend of mine who is the author of the book\u00a0\u201cstock market psychology\u201dusually says \u201c<\/a>\u00a0Activate system 2 ! This means using your reflective thinking\u201d. Most people will only act with primal instincts during crisis which means the brain tells you to \u201csurvive at any cost\u201d. This survival instinct often materialises as an action to sell all your stocks in panic so you can \u201csave what can be saved\u201d. As a disclaimer and exception however it must also be said that every situation is unique and there is no general rule that can be applied to all market conditions.<\/p>\n

 <\/p>\n

Don\u2019t forget to subscribe to this blog by pressing \u201cfollow\u201d to receive news update as soon as they\u2019re published!<\/strong><\/p>\n

This is not to be considered financial advise, always do your own research!<\/strong><\/p>","protected":false},"excerpt":{"rendered":"

ESG PORTFOLIO UPDATE Performance last week :\u00a02021-03-08\u2013 2021-03-14 ESGFIREAT40 Portfolio: +25,76 %\u00a0 Dow Jones: +4,1 % Nasdaq +3,09 % OMXSPI:+ 3,12 % Performance YTD: ESGFIREAT40 Portfolio:\u00a0+171 %\u00a0 Dow Jones: +7,1% Nasdaq: +3,35% OMSXPI: +12,47 % Top performers: Environmental Waste Internation $YEWTF \/ $EWS + 26 % Grande West Transportation $BUS\/$BUSXF + 24 % Cielo Waste […]<\/p>\n","protected":false},"author":1,"featured_media":2060,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[148,129],"tags":[],"class_list":["post-2056","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-posts","category-portfolio"],"yoast_head":"\nWeekly ESG portfolio update - ESG Fire<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/esgfire.com\/sv\/portfolio\/weekly-esg-portfolio-update\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Weekly ESG portfolio update - ESG Fire\" \/>\n<meta property=\"og:description\" content=\"ESG PORTFOLIO UPDATE Performance last week :\u00a02021-03-08\u2013 2021-03-14 ESGFIREAT40 Portfolio: +25,76 %\u00a0 Dow Jones: +4,1 % Nasdaq +3,09 % OMXSPI:+ 3,12 % Performance YTD: ESGFIREAT40 Portfolio:\u00a0+171 %\u00a0 Dow Jones: +7,1% Nasdaq: +3,35% OMSXPI: +12,47 % Top performers: Environmental Waste Internation $YEWTF \/ $EWS + 26 % Grande West Transportation $BUS\/$BUSXF + 24 % Cielo Waste […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/esgfire.com\/sv\/portfolio\/weekly-esg-portfolio-update\/\" \/>\n<meta property=\"og:site_name\" content=\"ESG Fire\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-15T20:53:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-01-25T08:58:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/esgfire.com\/wp-content\/uploads\/2021\/03\/img_3599.png\" \/>\n\t<meta property=\"og:image:width\" content=\"190\" \/>\n\t<meta property=\"og:image:height\" content=\"411\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Skriven av\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Ber\u00e4knad l\u00e4stid\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minuter\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/esgfire.com\\\/en\\\/#\\\/schema\\\/person\\\/1f06d28da73c3c7684f3e06a9d1e2f32\"},\"headline\":\"Weekly ESG portfolio update\",\"datePublished\":\"2021-03-15T20:53:07+00:00\",\"dateModified\":\"2022-01-25T08:58:25+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/\"},\"wordCount\":494,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/esgfire.com\\\/wp-content\\\/uploads\\\/2021\\\/03\\\/img_3599.png\",\"articleSection\":[\"All Posts\",\"Portfolio\"],\"inLanguage\":\"sv-SE\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/\",\"url\":\"https:\\\/\\\/esgfire.com\\\/en\\\/portfolio\\\/weekly-esg-portfolio-update\\\/\",\"name\":\"Weekly ESG portfolio update - 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