Interactive Advisors · investment strategy
by Interactive Advisors
The Ocean Life portfolio focuses on companies that manage their water resources responsibly and actively safeguard ocean and marine ecosystems. Each holding is selected for its strong waste management practices, recycling initiatives, and operational controls designed to prevent environmental disasters that could threaten marine habitats. This values-driven approach offers investors an opportunity to align their investments with companies committed to environmental stewardship and the protection of ocean life.
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 involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalancing schedule”
“actively excludes companies with high levels of hazardous waste”
“the total number of holdings typically ranges from 20 to 100”
“focuses on companies that manage their water resources responsibly and actively safeguard ocean and marine ecosystems”
“Individual stock weights are generally kept below 10%”
“The portfolio is rebalanced every quarter”
“Companies that score higher on the specific Socially Responsible Investing (SRI) criteria central to this portfolio 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.
· : 0.79 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.82 (90%: 0.71 to 0.93)
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 Ocean Life portfolio focuses on companies that manage their water resources responsibly and actively safeguard ocean and marine ecosystems. Each holding is selected for its strong waste management practices, recycling initiatives, and operational controls designed to prevent environmental disasters that could threaten marine habitats. This values-driven approach offers investors an opportunity to align their investments with companies committed to environmental stewardship and the protection of ocean life.
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.
Ocean conservation advocates: Investors who want their capital to support companies committed to protecting marine life, managing wastewater, and reducing pollution will find this portfolio closely aligned with their environmental values. ESG-conscious investors: Those seeking to invest through an Environmental, Social, and Governance (ESG) lens will benefit from this portfolio's rigorous screening process, which actively excludes companies with high levels of hazardous waste. Systematic responsible investors: Investors who prefer a structured, automated approach will appreciate the quantitative framework that selects, weights, and rebalances holdings each quarter based on clear, consistent criteria.
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 uses a systematic, rules-based process to determine how much weight each holding receives. Companies that score higher on the specific Socially Responsible Investing (SRI) criteria central to this portfolio earn larger allocations. The portfolio is rebalanced every quarter to keep holdings aligned with these targets. Allocation discipline: The portfolio holds companies that pass the environmental and governance screens described in the Research section. Because of these specialized filters, the portfolio may hold fewer names and carry higher sector concentration than broadly diversified alternatives. Individual stock weights are generally kept below 10%, and the total number of holdings typically ranges from 20 to 100. Sell discipline: Sell decisions follow a disciplined, quarterly schedule. Each quarter the portfolio is rebalanced back to its target weights, ensuring holdings continue to reflect the latest screening criteria. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalancing schedule.
Focused environmental exposure: This portfolio gives you direct ownership in companies selected specifically for their commitment to ocean health, from responsible wastewater management and pollution prevention to disaster control systems, so your capital actively supports the causes you care about. In-depth, independent research: Every holding is vetted through a process that pairs traditional corporate disclosures with advanced data-gathering techniques, giving you a more complete picture of each company's real-world environmental footprint. Objective portfolio construction: A quantitative scoring model determines each position's size based on Socially Responsible Investing (SRI) criteria, removing subjective bias and delivering a repeatable investment process quarter after quarter.
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, Top performing socially responsible portfolios | 2026-10-09 | |
| ESG / responsible flag | Yes | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Ecosystem conservation, Marine life conservation, Pollution control | 2026-10-09 |
| Rebalancing (methodology text) | Annually |
| 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) | 12.92% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 22.6% · 2022: -10.8% · 2023: 15.7% · 2024: 7.4% · 2025: 11.5% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 12.80% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 111.70% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 6.79% | 2026-10-16 | |
| Return, last 30 days (live account) | 0.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 22.32% | 2026-10-16 | |
| Return, last 365 days (live account) | 19.70% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 59.00% | 2026-10-09 | |
| Return, last 90 days (live account) | 1.20% | 2026-10-09 | |
| Return, year to date (live account) | 15.90% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.82 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -20.56% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.13% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -9.10% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.64 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.22 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 1.15 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.87 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.98 | 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) | 15.54% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.63% | 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
