YOUR MONEY CAN

BUILD A BETTER WORLD

The DoGooders Guide to Investing - mockup final 5.png

YOU WILL LEARN:

  • How to align your money with your values

  • Why sustainable companies outperform the rest

  • How to earn dividends—over 6%—from renewable energy

  • How to find and invest in local companies

  • How to empower low-income entrepreneurs around the world

  • How to invest in conserving nature

  • Which stocks & ETFs create positive impact

  • The “7 Questions You Absolutely Must Ask Your Advisor”

  • How to build a personalized, sustainable portfolio

  • How an all-weather portfolio can outperform a traditional one

  • Sample impact portfolios for beginners to advanced

  • Bonus chapter: Green home improvements with positive returns

  • "Instant confidence."

    "THIS BOOK GAVE ME THE CONFIDENCE TO SHIFT MY INVESTMENTS INTO A MORE DIVERSE PORTFOLIO OF HIGHER IMPACT, HIGHER RETURN INVESTMENTS—AND THE ACTIONABLE RESOURCES TO DO SO IMMEDIATELY."

    -STEVE WALKER, CEO, CHALKDOC & INVESTOR

  • "Compelling Alternatives."

    "IF YOU'RE INVESTED IN THE MARKET YOU'RE LIKELY INVESTED IN A COMPANY THAT DOESN'T ALIGN WITH YOUR VALUES. THIS BOOK PRESENTS A WIDE RANGE OF COMPELLING ALTERNATIVES."

    -J. LAST, SUSTAINABLE SUPPLY CHAIN EXPERT

  • "Love This Approach."

    "I'M STOKED TO GET MY HANDS ON ADRIAN'S NEW BOOK. I LOVE HIS APPROACH TO WORK AND INVESTING BY FOCUSING ON PEOPLE, PLANET, AND PROFITS!"

    -BRADY K., SUSTAINABLE ENTREPRENEUR

  • "Treasure of a Book."

    "THIS IS A TREASURE OF A BOOK FOR ANYONE LOOKING TO DO GOOD WITH THEIR INVESTMENTS."

    -LOUISE, DO GOODER

Free Resources

 

Favorite Stuff & Freebies


CNOTE | 2.5% HIGH-YIELD SAVINGS

Earn $10 when you open a CNote account. I’ve used CNote, a high-yield savings account that helps finance underrepresented entrepreneurs, since 2018. Get $10 here. Page 61.


ARCADIA POWER | FREE CLEAN ENERGY FOR YOUR HOME

Get $25 off your next energy bill. I’ve used Arcadia since 2017 to power my home with 100% wind power. You can get 50% wind power for free—or 100% for about $9/mo.


ASPIRATION | INVESTING & HIGH-YIELD BANKING

Get $50 cash + 25 trees planted when you open an Aspiration account, where you can save money or invest in their high-quality sustainable index funds. I’ve used Aspiration since 2017 as one of my IRA investments and short-term savings accounts. Get $50 and more here. Page 108.


FIND A LOCAL BANK FAST

The amazing folks at Green America built a national database where you can search and find a local bank, credit union, or even local credit cards. Here are 10 Steps to Break Up with Your Mega Bank and search feature to find a better bank. Page 106.

Free Spreadsheets & Calculators

INVESTMENTS OVERVIEW SPREADSHEET

Summary of all investments featured in the book + individual sheets for each investment theme (Affordable Housing, Renewables, Index Funds, Advisors, etc.).

Investments Overview Spreadsheet

SHORT-TERM & PRESERVATION INVESTMENTS SPREADSHEET

Contains summary of short-term and preservation of existing money do-gooder investments (pp. 251-254).

Short-term & Preservation Investments Spreadsheet


DAVID SWENSEN'S LAZY PORTFOLIO FOR DO-GOODER'S

Spreadsheet summary of hypothetical portfolio modeled after David Swensen's Lazy Portfolio with do-gooder substitutes (pp. 237-241). David Swensen's Lazy Portfolio for Do-Gooder's

 

RAY DALIO'S ALL-WEATHER PORTFOLIO FOR DO-GOODER'S

Spreadsheet summary of hypothetical portfolio modeled after Ray Dalio's All-Weather Portfolio 2 with do-gooder substitutes (pp. 243-244).

Ray Dalio's All-Weather Portfolio for Do-Gooder's

BLENDED DO-GOODER + ORIGINAL ALL-WEATHER ACROSS A $1M PORTFOLIO

Summary of Long-Term Portfolio 3, a hypothetical portfolio containing a mix of traditional and do-gooder investments (pp. 247-248).

Blended Do-Gooder + Original All-Weather Across a $1M Portfolio.


REAL WORLD DO-GOODER PORTFOLIOS

Overview of 5 portfolios used by real world do-gooders. See tabs for each portfolio. (pp. 263-269).

Real World Do-Gooder Portfolios.

FREE CALCULATORS


IPERS ASSET ALLOCATION CALCULATOR

One of the most popular asset allocation calculators on the web, the IPERS Asset Allocation Calculator can help you determine your asset allocation (stocks, bonds, cash) based on your current assets and when you plan to retire. *Note: As mentioned in the Investing Primer chapter of The Do-Gooder’s Guide to Investing, IPERS’ results are limiting because they don’t include additional asset classes like gold, real estate, or treasuries—and they don’t offer sustainable investing options.

IPERS Asset Allocation Calculator.


VANGUARD TARGET RETIREMENT FUNDS

Vanguard Target Retirement funds are easy-to-use funds that adjust allocations. I don’t like them because they only invest in stocks and bonds, but they can be used as a starting point to understand how much risk / stocks / bonds you can have in your portfolio given your age and desired target retirement date.

Vanguard Target Retirement Funds.


VANGUARD RISK TOLERANCE QUESTIONNAIRE

You can use this popular risk tolerance questionnaire to help understand your risk, however I’ve found that personal sustainable investment advisors are better at helping you tease our your actual risk tolerance.

Vanguard Risk Tolerance Questionnaire.