Interactive Advisors · investment strategy
by Interactive Advisors
The Land Health portfolio directs investment toward companies that demonstrate thoughtful stewardship of natural environments and responsible handling of land-based waste. Selected holdings represent businesses that work to reduce ecological harm from their operations, including efforts to protect biodiversity, prevent habitat loss, and limit deforestation tied to resource extraction. This values-driven approach offers a way to support organizations dedicated to both regulatory compliance and genuine care for the land. By centering on firms with strong environmental practices, the portfolio aims to align financial participation with a healthier planet.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“draws on detailed third-party ESG data to screen and construct the portfolio”
“Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance schedule”
“the total number of holdings typically ranges from 20 to 100”
“Selected holdings represent businesses that work to reduce ecological harm from their operations”
“Individual stock positions are generally kept below 10%”
“The portfolio is rebalanced on a quarterly basis”
“Allocations are weighted according to how well each company scores on the relevant Socially Responsible Investing (SRI) criteria”
“Blend of capitalization and equal weights”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.86 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.77 (90%: 0.64 to 0.89)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its ESG / SRI label, from other sources first, strongest risk-adjusted return first.
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How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Socially Responsible Investing Portfolios (Interactive Advisors Portfolios)
The brochure gives the count as 13, or 18 counting the ESG Smart Beta portfolios, launched April 2019 to July 2020. The risk section names other SRI portfolios (Clean Technology, Clean Energy, Low Greenhouse Emissions, Fair Labor, Workforce Diversity) that are not on this list.
The Land Health portfolio directs investment toward companies that demonstrate thoughtful stewardship of natural environments and responsible handling of land-based waste. Selected holdings represent businesses that work to reduce ecological harm from their operations, including efforts to protect biodiversity, prevent habitat loss, and limit deforestation tied to resource extraction. This values-driven approach offers a way to support organizations dedicated to both regulatory compliance and genuine care for the land. By centering on firms with strong environmental practices, the portfolio aims to align financial participation with a healthier planet.
Interactive Advisors is an established name in the field of online investing, with a history of path-breaking work. The platform offers a variety of portfolios, including the Socially Responsible Investing (SRI) portfolios, which are managed by Interactive Advisors's Chief Investment Officer and Investment Management team. The “Socially Responsible Investing” approach to portfolio construction is designed to invest in companies that operate businesses keeping in mind not only financial goals and profits, but also ethical and environmental concerns. The incorporation of Environmental, Social and Governance (ESG) factors into investment decision-making is aimed at incentivizing better practices from the companies. The sustainability practices foster long-term value creation while giving investors an opportunity to align their investments with personal values.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
Values-driven investors: If you want your portfolio to reflect a dedication to safeguarding the natural environment, this portfolio is built around companies that actively reduce land waste and preserve ecosystems. It offers a clear way to put your capital behind your environmental convictions. Focused impact seekers: For investors who prefer targeted environmental exposure over broad Environmental, Social, and Governance (ESG) strategies, this portfolio concentrates specifically on land stewardship outcomes such as waste reduction and biodiversity preservation. You get a more precise investment tied to the outcomes you want to support. Systematic responsible investors: If you value a disciplined, systematic approach to socially responsible investing, this portfolio handles the research, screening, and rebalancing for you. Its structured methodology removes guesswork and keeps your holdings consistent with strict environmental standards.
Research: The investment team draws on detailed third-party ESG data to screen and construct the portfolio. This data evaluates company disclosures from annual reports, regulatory filings, and corporate websites. Approach: The portfolio follows a systematic, rules-based process to determine how each position is sized. Allocations are weighted according to how well each company scores on the relevant Socially Responsible Investing (SRI) criteria. The portfolio is rebalanced on a quarterly basis to maintain alignment with its target structure. Allocation discipline: The portfolio includes companies that meet the environmental and governance standards outlined in the Research section. Because the selection process applies multiple non-financial filters, the number of holdings and sector concentration may differ from more broadly diversified portfolios. Individual stock positions are generally kept below 10%, and the total number of holdings typically ranges from 20 to 100, varying over time as companies enter or exit the screening criteria. Sell discipline: Sell decisions are driven by the quarterly rebalance process rather than short-term market movements. Each quarter, the portfolio is adjusted back to its target allocations based on updated screening results. Exceptions: Positions in stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance schedule.
Data-driven stock selection: This portfolio draws on multiple third-party data sources, including tools powered by artificial intelligence and natural language processing, to screen companies on their land stewardship practices. This quantitative screening process ensures that every holding meets rigorous environmental standards. Land stewardship focus: Rather than applying broad environmental filters, this portfolio zeros in on two specific issues: how companies manage solid waste and how they protect natural ecosystems from degradation caused by resource extraction and development. This targeted approach lets you direct your investment toward the environmental outcomes you care about most. Built-in portfolio discipline: The portfolio rebalances every quarter using a quantitative framework that weights holdings according to their Socially Responsible Investing (SRI) scores. This automatic process keeps your portfolio aligned with its environmental objectives without requiring you to monitor or adjust individual positions.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Better planet | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Ecosystem conservation, Land waste management | 2026-10-09 |
| Rebalancing (methodology text) | rebalanced on a quarterly | 2026-10-09 |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Socially Responsible Stock Portfolios · covers: 13 · source_key: interactive_advisors|5 · original_name: Socially Responsible Investing Portfolios (13): Clean Air; Company Transparency; Customer Safety; Ethical Leadership; Fair Labor & Thriving Communities; Gender Equality; LGBTQ Inclusion; Land Health; Mindful Business Models; Ocean Life; Pure Water; Racial Equality; Sustainable Product Lifecycle |
| Benchmark (methodology text) | Broad market investable ETF benchmark without an ESG focus |
| Annualized return since inception (Lighthorse, daily, live) | 13.10% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 23.6% · 2022: -12.9% · 2023: 16.3% · 2024: 11.2% · 2025: 13.7% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 13.00% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 114.00% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 4.15% | 2026-10-16 | |
| Return, last 30 days (live account) | -1.30% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 19.68% | 2026-10-16 | |
| Return, last 365 days (live account) | 17.10% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 65.60% | 2026-10-09 | |
| Return, last 90 days (live account) | -0.20% | 2026-10-09 | |
| Return, year to date (live account) | 14.30% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.77 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -22.62% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.48% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -9.50% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.65 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.07 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.98 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.67 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.79 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.30% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 15.49% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.60% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.10% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
Interactive Advisors
Interactive Advisors
