THIS WEEK’S FOCUS

 🌱 Your 2025 Investment Resolution: Grow Wealth While Making an Impact

It’s 2025, and this isn’t just a new year—it’s a chance to set the tone for your future. While most people are focused on short-term resolutions (hello, gym memberships and meal prep plans), you’re thinking bigger: building lasting wealth and making an impact along the way.

Sustainable investing—aka ESG (Environmental, Social, and Governance) investing—is how you can do both. It’s not about sacrificing returns; it’s about investing smarter by aligning your portfolio with forward-thinking companies that are leading the charge into the future.

Here’s how to make 2025 the year you crush your financial goals and feel good about where your money goes.

STRONG FOUNDATIONS, FUTURE FOCUSED

Spotlight Strategy: Quantum Computing Leaders

The Quantum Computing Leaders Thematic Investing Strategy is not your average portfolio—it’s your ticket to a front-row seat in one of the most transformative technological revolutions of our time. If you’re an investor looking to align your portfolio with high-growth, forward-looking industries, this strategy was built for you.

🚀 Why Quantum Computing?

Because the future is now.

Quantum computing is no longer the stuff of science fiction—it’s a rapidly growing field with massive implications across industries like healthcare, finance, AI, and logistics. The companies leading this charge are creating unprecedented value as they unlock the power of quantum mechanics to solve problems that today’s tech simply can’t handle.

Global investment in quantum technologies is projected to grow from $10 billion in 2023 to over $100 billion by 2030. By investing now, you’re not just chasing trends—you’re staking your claim in an inevitable technological evolution.

📈 Performance That Speaks for Itself

Turning potential into profits.

Since its inception, this strategy has delivered an impressive 204.48% all-time return, far outpacing the S&P 500’s benchmark of 42.68% over the same period. Its annual return of 35.26% highlights its consistent performance, even in challenging markets.

Key metrics:

• Calmar Ratio: 1.06 (indicating strong returns relative to risk)

• Risk Score: Moderate (1.89—balanced exposure to growth and stability)

• Alpha Capacity: $1.6 million (scalability for substantial investments)

🎯 How It Works

Daily precision, monthly optimization.

This strategy doesn’t just sit back—it’s actively managed using a daily interval and rebalances every 30 days. It adjusts allocations to target levels derived from:

• Financial Strength: Prioritizing companies with robust balance sheets.

• Industry Comparisons: Selecting leaders that outperform their peers.

• Potential Upside: Focusing on stocks with significant growth potential.

With this approach, your portfolio stays laser-focused on the companies driving quantum innovation across hardware, software, algorithms, and information processing.

🏆 Top Holdings

The best of the best.

This strategy’s diversified portfolio includes:

• IBM (Quantum hardware leader driving innovation at scale)

• GOOGL (Alphabet) (Investing heavily in AI-quantum synergies)

• MSFT (Microsoft) (Pioneering quantum cloud solutions)

• NVDA (NVIDIA) (Powering quantum with advanced computing hardware)

• RGTI (Rigetti Computing) (Trailblazer in quantum development tools)

Other holdings span industries like industrials, consumer tech, and communication services, ensuring diversified exposure to this emerging sector.

🔍 Who Is This Strategy For?

Investors who think big.

If you’re a forward-thinking investor seeking:

• Long-term growth: Capitalize on early-stage innovation with transformative potential.

• Diversified exposure: Balance quantum leaders with adjacent tech opportunities.

• Proactive management: Benefit from automated rebalancing and expert analysis.

This strategy is perfect for those who want to combine smart risk-taking with future-proof investing.

CHANGE IS ACCELERATING, AND SMART INVESTORS STAY AHEAD OF THE CURVE

🌍 Why 2025 Is THE Year for ESG Investing

The global push for sustainability isn’t slowing down—it’s speeding up. Governments are enforcing stricter environmental regulations, consumers are demanding more accountability, and markets are responding. By 2025, global ESG assets are expected to top $50 trillion.

The biggest investment opportunities are in companies driving the shift toward a more sustainable economy. Industries like renewable energy, sustainable agriculture, and eco-friendly tech are projected to grow exponentially over the next decade. Investing now isn’t just about impact; it’s about getting ahead of massive market trends.

COMPANIES THAT THRIVE IN THE FUTURE ARE BUILDING FOR THE FUTURE

💡 Why ESG Investing is a Strategic Move (Not Just a Trend)

Let’s talk risk. Companies ignoring sustainability and governance issues aren’t just bad for the planet—they’re bad for your portfolio. Think about it:

• A company cutting corners on environmental practices could face costly fines or lawsuits.

• Poor governance often means scandals, mismanagement, and unstable leadership.

• Ignoring social issues like diversity or labor rights can lead to reputational damage and customer backlash.

Investing in ESG isn’t just about ethics—it’s about avoiding costly pitfalls and aligning with companies built to adapt and innovate in a rapidly changing world.

Case in point: Companies in the renewable energy sector have seen explosive growth, with investments in clean tech projected to hit $4 trillion by 2030. Positioning your portfolio now could mean catching the wave before it crests.

NOT ALL ‘GREEN’ INVESTMENTS ARE CREATED EQUAL

🤔 Beyond Basics: The Nuances of ESG Investing That Actually Matter

Not every ESG fund or company is as sustainable as it claims. This is where greenwashing comes in—a practice where companies exaggerate their environmental or social impact to attract investors.

How do you avoid the fluff and focus on results?

• Look for companies with data-backed ESG metrics (e.g., energy efficiency, diversity in leadership).

• Focus on impact sectors like renewable energy, electric vehicles, or sustainable agriculture.

• Dig into track records—has the company actually followed through on its ESG promises?

WHY INVESTING SUSTAINABLY OFTEN OUTPERFORMS

📈 Where Returns Meet Responsibility: ESG Is No Longer a Compromise

The idea that ESG investing limits returns is outdated. Instead, ESG strategies often uncover hidden opportunities in growth markets. Here’s why:

• Risk Mitigation: ESG companies avoid disasters like oil spills, product recalls, or governance scandals.

• Emerging Trends: Clean energy, AI-driven sustainability tech, and electric vehicles are industries primed for growth.

• Long-Term Thinking: ESG companies prioritize resilience and scalability, making them more likely to weather downturns.

Consider this: Tesla, once considered a fringe ESG investment, has delivered significant long-term gains for investors who believed in the shift toward EVs.