Ziggma Portfolio Builder

Free portfolio tracking, research, and impact analysis — built for DIY investors. $2bn+ tracked in Ziggma.

[Ziggma Portfolio Builder @Ziggma_PM]

$ECL saved 226 billion gallons of water in 2024. That's drinking water for 781 million people — in a single year.

ECL just doubled its AI data center market to $10B. Analysts see 21% upside.
https://t.co/anwuZY43OE
#ECL #GoodStocks #ImpactInvesting

[Ziggma Portfolio Builder @Ziggma_PM]

The fix: look at both lenses. Ziggma's Impact Score is built on @ACAEthos data — ~600 metrics across 80+ impact topics, monitoring global controversies daily — so you can see what your "ESG fund" is actually holding. https://t.co/njaAOOkvjo

[Ziggma Portfolio Builder @Ziggma_PM]

ESG and impact investing are not the same. A thread on why the difference could cost (or make) you money 🧵.

[Ziggma Portfolio Builder @Ziggma_PM]

This isn't a scandal — it's how ESG was designed. ESG helps investors avoid some harm, but it doesn't actively help them do good. Different objective, different outcome.

[Ziggma Portfolio Builder @Ziggma_PM]

8 out of 10 randomly built impact portfolios beat the MSCI ACWI IMI.
Some hit 9%+ annualized alpha.

Not a curated backtest. Thousands of random portfolios. Outperformance was the rule.

The "values tax" narrative is dead.
@Schroders 🔗 https://t.co/mfo8qW3n7j

[Ziggma Portfolio Builder @Ziggma_PM]

8 out of 10 randomly built impact portfolios beat the MSCI ACWI IMI from 2010–2023. 💪

Some hit 9%+ annualized alpha with lower volatility than the index.

Not a curated backtest. 1000s of random portfolios. Outperformance was the rule.

@Schroders https://t.co/mfo8qW3n7j

[Ziggma Portfolio Builder @Ziggma_PM]

AI needs power. A lot of it.

$FSLR now has ~48GW of backlog, strong margins, and trades at ~12x forward earnings.

The market still sees “solar.”

The real story:
⚡ AI infrastructure
🔋 Energy security
🌍 Climate transition
Profits with purpose.
https://t.co/uHa5qAccSU

[Ziggma Portfolio Builder @Ziggma_PM]

30% of clothing never sells.
This week's GoodStock $TJX turns that waste into steady returns. And itself into a compounding machine.
https://t.co/9YcA4C1t8S

[Ziggma Portfolio Builder @Ziggma_PM]

$ACN sits at a decade-low valuation.

Reporting record bookings. Expanding margins.
40–70% upside if it re-rates.🚀

Setup for strong return and positive impact, or value trap?
Find out in our free Good Stocks research.

https://t.co/vX6KTwsZJr

[Ziggma Portfolio Builder @Ziggma_PM]

Portfolio Checkup is live 🔎🛠️🔔

Run a portfolio checkup…chances are something unexpected stands out.

🤔 A concentration you didn’t notice.
⚠️ A risk exposure you didn’t expect.
🏭 Or, a gap between your investments and your values.
https://t.co/TCoQ9eg3Uh

[Ziggma Portfolio Builder @Ziggma_PM]

Here's why BSX makes the GoodStocks universe 👇
❤️ Life-saving heart tech
📈 EPS +55%
💰 $4.2B FCF
🌍 1.5°C climate alignment
https://t.co/KSkMl7SadV

[Ziggma Portfolio Builder @Ziggma_PM]

AI hype & SaaS chaos? $MSA delivers.
🛡️ Saves lives
📈 EPS +23.7% ’26e
💪 Financial Health Score 78/100
🌍 CO₂ intensity -28%

https://t.co/BIq6UKbqks

[Ziggma Portfolio Builder @Ziggma_PM]

$ISRG: Profit with purpose 🤖💰
📈 20%+ revenue growth
💰 ~29% net margin
👩‍⚕️ 4.5/5 employee rating
⚖️ Strong gender equity
Growth + real impact. https://t.co/0WSvximkOx

[Ziggma Portfolio Builder @Ziggma_PM]

$AMAL is a bank stock with a rare twist: it’s a certified B Corp. 🌍💰
✅ ~10x earnings valuation
📈 ~20% earnings growth forecast
🌱 100% renewable energy use
🏦 Impact-led lending + climate focus
https://t.co/c4bICoNhxe

[Ziggma Portfolio Builder @Ziggma_PM]

$HST: income + impact = GoodStock?

💰 5.1% dividend yield
🏨 iconic, unmachted hotel assets
🌍 1.5°C climate pathway
♻️ 66% waste recycling

https://t.co/47mUHU2XNp

[Ziggma Portfolio Builder @Ziggma_PM]

Moody’s ($MCO) is at an all-time high — and still looks like a GoodStock.
➡️ Owned by Berkshire Hathaway for decades (~14% stake)
➡️ 31% forecast earnings growth
➡️ Aligned with a 1.5°C climate pathway
Quality + impact can still compound at the top.
https://t.co/8zqIE6TBKJ

[Ziggma Portfolio Builder @Ziggma_PM]

$MRK: Merck trades at just 12–13x forward earnings while investing $25B+ per year in R&D and delivering life-saving medicines worldwide.

Undervalued, cash-generative, and impactful.

We break down the return + impact case in our latest GoodStocks piece ↓
https://t.co/S6xjih0TA9