Land Health
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.
Portfolio insights
chevron_right- 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.
Investment suitability
chevron_rightMethodology
chevron_rightStrategy
Socially Responsible Investing
Inception
Jul 17, 2020
Annualized return (inception)
12.70%
Portfolio risk score
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.
Management fee
0.20%
Minimum investment
$100
Estimate your costs
All costs shown are estimated and consist of the annual management fee applicable to the specific portfolio displayed. We compute the annual management fee applicable to your investments daily and charge it to you monthly in arrears or in conjunction with a withdrawal.
On a daily basis, the applicable fee associated with each portfolio you invest in will be applied to the end-of-day gross market value of your investment in that portfolio and the resulting amount will be divided by 365. At the end of each month, you will be charged a fee made up of the sum of all daily fees calculated during that month for each portfolio investment. The more assets you invest in a given portfolio with us, the higher the amount of the annual fee charged to you.
No trading commissions apply to trading in any of the portfolios due to the IBKR-LITE commissions structure we have selected for all of your clients. For portfolios including ETFs, additional expense ratios will need to be paid to the ETF issuer and they are not included in this calculation.
Performance Chart
All performance information is of the Portfolio Manager account, net of management fees.
All performance information is of the Portfolio Manager account net of management fees, and not of any investing client accounts.
Actual client returns will differ based on client-specified security exclusions, client cash flow behavior (investments and divestments), and trading restrictions placed on client accounts by brokerage.
The management fees applicable to Interactive Advisors proprietary portfolios are actually charged to
the Interactive Advisors accounts managing those portfolios, whereas the management fees applicable to
Portfolio Manager portfolios are applied retroactively as simulated fees to the Portfolio Manager account returns (as
Interactive Advisors does not manage or control these accounts) for purposes of this net-of-fees performance presentation only.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are
provided for illustrative purposes only.
This information was calculated up to May 12, 2026.
Metrics
Performance
The performance table shows the returns over various time periods, including the time periods that are clickable on the chart, calendar years and also the Since inception (annualized) performance which is the year over year growth rate of portfolio asset value.
| Last 30 days | 1.7% |
| Last 90 days | -0.5% |
| Last 365 days | 24.7% |
| Last 5 years | 56.1% |
| Since inception (Jul 17, 2020) | 100.2% |
| Since inception (annualized) | 12.7% |
| 2026 (YTD) | 6.9% |
| 2025 | 13.7% |
| 2024 | 11.2% |
| 2023 | 16.3% |
| 2022 | -12.9% |
| 2021 | 23.6% |
Risk metrics (last 365 days)
The risk metrics table is only present for portfolios with more than a 365 day track record which is needed to meaningfully compute the summary risk metrics.
You can learn more here.
| Volatility | 14.3% |
| Sharpe ratio | 1.22 |
| Sortino ratio | 2.15 |
| Maximum drawdown | -9.5% |
| Value-at-risk (95%, 1 week) | -3.3% |
Manager
IA SRI
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.
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Disclosures
Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.
This portfolio was launched on Interactive Advisors on July 17, 2020. On that date, Interactive Advisors started trading its own funds in a brokerage account trading this strategy. This portfolio was opened to client investments on July 17, 2020. All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ.
The ESG variants of the Smart Beta and Asset Allocation Portfolios and the Socially Responsible Investing portfolios use an Environmental, Social and Governance (“ESG”) investment strategy. Such a strategy could limit the types and number of investment opportunities available to this portfolio, lead the portfolio to underperform a portfolio without an ESG focus or with a distinct ESG focus, and result in the portfolio investing in securities or industry sectors that underperform the market as a whole or foregoing opportunities to invest in securities that might otherwise be advantageous to invest in. Interactive Advisors could also be unsuccessful in creating a portfolio investing in stocks of companies or ETFs made up of companies that exhibit positive or favorable ESG characteristics and the ETF manager (or the provider of the index the ETF seeks to track) may not succeed in selecting issuers that exhibit positive or favorable ESG characteristics in constructing the ETFs.
Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.
Important information
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