• Stephen Walters

Dexterity ETF portfolio progress

Over the last week the Dexterity portfolio has fallen 1% behind the leading index of 30 with which AJ Bell lets me compare our portfolio.


Wanting to discover whether the fall was owing to the ‘green’ or to the ‘fixed-interest loan’ nature of the ETF, I’ve compared that fund with a world aggregate bond that isn’t green. Here you can see the green bond’s performance has got nothing of which to be ashamed.


This screenshot from JustETF - a brilliant resource I thoroughly recommend - shows the prime culprit; the ETF investing in fixed-interest loans to green projects.



Clearly CLIM is not the only culprit: Healthcare and Clean Energy also suffered. The latter had risen 20% since April so its fall to 16% is very tolerable.


I intend no changes.

Dexterity is a trading name of Stephen Walters Financial Planning Limited (SC360356)

Authorised and regulated by the Financial Conduct Authority (503299)

View our privacy notice here.