Duurzaamheid is de toekomst. Welke duurzame aandelen raden jullie aan voor de langer termijn?
Before I even attempt to answer this, maybe you could answer my questions:
- What do you define as ‘duurzaam’?
- Why do you think that (your definition of) ‘duurzaamheid’ is the future?
- What is your investment goal for these ‘duurzame aandelen’?
Hey Pieter, could you please formulate your post and comments in English? Thanks
There are many sri and esg etfs/funds you can lookup for inspiration
Sustainable is a pretty vague term to be honest. Sustainable as in “Green” or sustainable as in “the company can sustain itself”?
I know you probably mean “Green” but still, it’s important to make the distinction.
Personally as far as “Green” investments go I hold various positions in US utilities that are green/transitioning to green and also in for instance Brookfield Renewable Corp.
I also own GE which manufactures wind turbines etc.
However I’m not hypocritical so I also hold Shell for the moment as they are trying to make a shift to green and do LNG projects (which is more sustainable).
I’m not jumping on board the hype-train for solar players or Tesla etc. because they are being green. Problem is that they are trading at unsustainable PE ratio’s and thus stand a good chance of correcting again. Maybe after they correct to sane valuations I might pick them up.
There is a lot of discussion possible within the word ‘sustainable’, indeed.
To make it even more complex: in my book → ‘Green’ ≠ ‘Sustainable’.