Amira’s FinLit Challenge Portfolio

amira

Amira is a creative and empathetic individual who thrives in the world of art and self-expression, always seeking to inspire and uplift those around her.

About Amira

She can be described as:

  • Artistic
  • Empathetic
  • Free-spirited
  • Optimistic
  • Gentle soul

Her money habits are:

  • Amira is not particularly concerned with material wealth, and often prioritizes her artistic pursuits over financial gain.
  • She’s prone to splurging on art supplies and travel, but is also happy to live simply and within her means.
  • Amira believes in the power of abundance and manifestation, and trusts that her financial needs will be met as long as she stays true to her artistic vision.

Her goals and motivations are:

  • Amira’s short-term goal is to complete her latest art project, a series of paintings inspired by her travels around the world.
  • Her long-term goal is to open her own art studio, where she can teach and mentor young artists.
  • Amira is motivated by the desire to spread joy and positivity through her art, and to make a difference in her community.
  • Amira has a habit of talking to her paintings as if they were people, and often gets lost in her own creative world.
  • She’s a bit of a hopeless romantic, always believing in the best in people and situations.

Amira’s Investing Portfolio

Amira’s investing portfolio is a mix of ETFs and stocks.

Amira’s ETFs and Mutual Funds

iShares MSCI ACWI Low Carbon Target ETF (CRBN)“I believe in the power of sustainability and want to make a positive impact on the environment. This ETF focuses on companies with lower carbon emissions, which aligns with my values of environmental consciousness and creating a better world for future generations.”

iShares Global Clean Energy ETF (ICLN)“I feel deeply connected to the idea of clean energy and sustainability. This ETF invests in companies involved in renewable energy, like solar and wind, which speaks to my desire to support the future of sustainable technologies and protect the planet.”

YWCA Women’s Empowerment ETF (WOMN)“I really appreciate the mission behind the YWCA Women’s Empowerment ETF (WOMN). It aligns with my desire to uplift others and make a positive impact in the world. The focus on women’s empowerment, gender equality, and social justice really resonates with me, especially because I believe in spreading joy and positivity.”

Amira’s Stocks

Etsy (ETSY)“I love Etsy because it’s a platform that empowers independent artists, crafters, and creators like me to share our unique work with the world. It really resonates with my passion for creativity and supporting other artists who are following their own artistic visions.”

Adobe (ADBE)“As an artist, Adobe is a brand I deeply admire. Their tools are essential for digital creators like myself, and I love how they empower people to express their creativity. Investing in Adobe feels like supporting a company that fuels the artistic process and encourages innovation in the creative world.”

Beyond Meat (BYND)“I’m really drawn to Beyond Meat because of its commitment to sustainability and compassion. As someone who values ethical choices, I love that they are transforming the food industry by offering plant-based alternatives to meat. It aligns with my belief in supporting companies that prioritize the planet and promote healthier, more sustainable lifestyles.”

Amira’s Short-Sells

ExxonMobil (XOM)“Given my strong commitment to sustainability and protecting the environment, I would likely consider short-selling ExxonMobil. The company’s heavy involvement in fossil fuels and the significant role it plays in climate change doesn’t align with my values. I’d rather support companies that prioritize the planet’s well-being over profit.”

Altria Group (MO)“As someone who deeply values empathy and health, I’m not comfortable supporting a company like Altria, which is heavily invested in the tobacco industry. The health risks associated with smoking and the industry’s past of misleading advertising don’t align with my desire to promote well-being and social responsibility.”

Amira Overall

Amira’s portfolio is strongly based on her personal convictions and putting her money where her mouth is – not so much looking for a profit or short-term gains.