Interactive Advisors · investment strategy
by Interactive Advisors
The LGBTQ Inclusion portfolio invests in companies that champion equal opportunity and foster welcoming environments for LGBTQ+ employees, customers, and communities. Each holding is selected for its demonstrated commitment to inclusive hiring, promotion practices, and a workplace culture that values diverse perspectives at every level. By directing capital toward organizations that proactively embrace fairness and belonging, this portfolio gives investors a way to align their money with the belief that equitable business practices contribute to long-term value. The result is a values-driven collection of companies where social responsibility and sound business principles go hand in hand.
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”
“Stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance schedule”
“The number of positions typically ranges from 20 to 100”
“individual stock weights are generally kept below 10%”
“The portfolio is rebalanced on a quarterly basis”
“Companies that score higher on LGBTQ+ inclusion and equality criteria earn larger allocations”
“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.
· : 0.80 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.80 (90%: 0.73 to 0.90)
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.
Composer Technologies · Composer
SoFi Wealth · SoFi
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 LGBTQ Inclusion portfolio invests in companies that champion equal opportunity and foster welcoming environments for LGBTQ+ employees, customers, and communities. Each holding is selected for its demonstrated commitment to inclusive hiring, promotion practices, and a workplace culture that values diverse perspectives at every level. By directing capital toward organizations that proactively embrace fairness and belonging, this portfolio gives investors a way to align their money with the belief that equitable business practices contribute to long-term value. The result is a values-driven collection of companies where social responsibility and sound business principles go hand in hand.
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.
Socially conscious investors: If you want your portfolio to reflect your support for LGBTQ+ equality, this portfolio directly channels your investment toward companies with strong inclusion and equal opportunity practices. Diversity-focused advocates: Investors who believe that companies embracing diverse workforces build stronger organizations will find this portfolio closely aligned with that conviction. ESG portfolio builders: If you are constructing a broader Environmental, Social, and Governance (ESG) strategy, this portfolio adds a focused social component centered on LGBTQ+ workplace equity and non-discriminatory labor practices.
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 much weight each holding receives. Companies that score higher on LGBTQ+ inclusion and equality criteria earn larger allocations, reinforcing the portfolio's emphasis on meaningful inclusion practices. The portfolio is rebalanced on a quarterly basis to keep allocations aligned with the latest data. Allocation discipline: Holdings are drawn from companies that meet the research criteria described above, and individual stock weights are generally kept below 10%. Because the screening process applies several values-based filters beyond traditional financial measures, the portfolio may hold fewer names and carry higher sector concentration than broadly diversified strategies. The number of positions typically ranges from 20 to 100, depending on how many companies satisfy the inclusion standards at any given time. Sell discipline: Sell decisions are driven by the quarterly rebalance process rather than short-term market movements. Each quarter, the portfolio is reviewed and realigned to its target weights based on the most current research and scoring data. Exceptions: Stocks affected by corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance schedule.
Values-aligned ownership: You invest directly in companies that actively support LGBTQ+ equality, giving you full transparency into which businesses your money backs and how they treat their workforce. Research-backed selection: A multi-source screening process combines company-disclosed data with independent analysis drawn from trade publications, industry commentary, and social media. This approach helps identify companies with substantive commitment to inclusive practices, not just policy statements. Built-in discipline: The portfolio rebalances quarterly, weighting each position according to its diversity and equality scores, which removes emotional bias from ongoing investment decisions.
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) | Social justice | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Equal opportunity, LGBTQ focus, Workplace diversity | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly; 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) | 15.16% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 24.5% · 2022: -14.9% · 2023: 28.7% · 2024: 8.2% · 2025: 14.9% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 14.90% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 138.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 7.86% | 2026-10-16 | |
| Return, last 30 days (live account) | 2.90% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 23.39% | 2026-10-16 | |
| Return, last 365 days (live account) | 18.30% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 69.60% | 2026-10-09 | |
| Return, last 90 days (live account) | 1.30% | 2026-10-09 | |
| Return, year to date (live account) | 16.50% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.80 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -24.14% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -8.20% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -8.20% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.71 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.32 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 1.07 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 2.06 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.87 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.20% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 16.83% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.29% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 13.80% | 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
