Lisa Brenskelle

I reviewed the largest holdings in my investment portfolio, and found that nearly all had sustainability ratings that were average, or even sometimes below average.  Only one holding had a good sustainability rating.  I used www.morningstar.com to assess sustainability (see the Portfolio tab).  This will help me move my portfolio more in line with my values going forward, although this will be a long-term project.  At least now I have the tools I need to do it. I will also use Charles Schwab's fund & ETF screeners, since they have an option for socially conscious funds.

I found out that Charles Schwab has a list of socially-conscious funds at www.schwab.com/social which can be downloaded.  Then, you can use www.morningstar.com to look at the funds' ratings for environment, as well as other aspects of social responsibility.  For those with a Schwab account, there is a socially responsible option on their ETC and fund screeners that you can use to locate socially responsible funds that meet your goals.  Great resources!

Hoping to wrap up my challenges by Wednesday, but if not, I will make sure I get them done this month.  

Looks like I will be down to the wire on my last two challenges....

Made an appointment for my annual physical today.  I find that the EcoChallenge helps me to "get around to" things that I otherwise won't make time for....