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Anonymous
Does it make sense to have Endowus 100% Equity and Endowus ESG 100% Equity?
To get full equity exposure, but 1 core portfolio and 1 expressing ESG interest. There is some minimal overlap in holdings.
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Endowus
19 Apr 2021
Hi Anon,
It is really up to your own investment preference and needs when it comes to splitting your investments. As you pointed out, there is some overlap of holdings within the portfolios - but they are constructed with two different goals in mind - one is to have a tilt towards small caps, value and profitable companies, while the other is to invest in companies that exhibit positive ESG characteristics.
You can read more here: https://endowus.com/support/900006112843-what-i...
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Zac
15 Apr 2021
Noob at Idiots Invest
Yes
Although, when you ask "does it make sense" questions, it doesn't make sense, because you have ...
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I had both in endowus. Yes minimal overlaps in the top holdings and not a concern for me since my ESG portfolio is with some FI allocations. Personally I dont expect my selected ESG funds to perform better than equity.
Is your concern mainly on the overlapping?