My Impact Investing Strategy

A brief outline of my current impact investing strategy:

  • Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) – An ESG-screened index fund held directly with Vanguard in Traditional, Roth, and SEP IRA accounts. 
  • Paying off home mortgage early. 
  • Rental property in town. Managed with a focus on being responsible and responsive property managers, offering quality homes at reasonable prices, and taking care of the property in an environmentally responsible manner. 
  • Investments in small businesses through the Small Business Bond Exchange
  • Stock shares of renewable energy companies through Robinhood
  • Investments in small and historically marginalized businesses through the Calvert Community Investment Note.  
  • Installation of solar panels on my primary residence with a payback period of less than 10 years and a lifespan of 25 years.