ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

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ESG Sustainable Portfolio

A sustainable investing portfolio that considers environmental, social, and governance factors

Expected Return
7-10% annually
Expected Dividend
1.5% annually
Rebalancing
Quarterly

Asset Allocation

ESGU (35%)
ICLN (20%)
ESGV (20%)
SUSL (15%)
KRBN (10%)
ESGU
ESG U.S. equities
35%
ICLN
Clean energy
20%
ESGV
ESG value equities
20%
SUSL
ESG bonds
15%
KRBN
Carbon credits
10%

Advantages

  • ✓Sustainable investing
  • ✓Policy tailwinds
  • ✓Long-term trend

Risks

  • !Greenwashing risk
  • !Return constraints
  • !Policy dependency

Allocation by Investment Amount

If investing $1,000
ESGU$350
ICLN$200
ESGV$200
SUSL$150
KRBN$100
If investing $5,000
ESGU$1750
ICLN$1000
ESGV$1000
SUSL$750
KRBN$500
If investing $10,000
ESGU$3500
ICLN$2000
ESGV$2000
SUSL$1500
KRBN$1000

Related Content

Principles of Asset Allocation
Investment Guide
Rebalancing Strategy
Strategy Guide
What is Rebalancing?
Basic Concept