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u/anoooooooooooooooon
1 day ago
Sharing my ethical investing angle - cyber stocks are (currently) beating AI stocks.
Sharing my take (and picks) on something that's been bugging me: there isn't enough real information out there about ethical investing that actually gets good returns. Most of it is either "feel good and accept lower returns" or vague ESG box-ticking. So I'm putting my own thinking out in the open incase its helpful and to hear what this community makes of it.
My angle: cyber stocks.
I think cybersecurity is the most underrated sector for people who want growth and AI exposure but don't want to bankroll companies doing harm. It's defensive by nature - protecting hospitals, banks, and personal data, not building weapons or selling surveillance. Which is a very different thing from "defense stocks."
The picks I've been looking at, and how they've done over the last 12 months:
* Palo Alto +128%, Fortinet +121%, CrowdStrike +113%
* If you'd rather not stock-pick, the diversified cyber ETFs did \~35–41% (WisdomTree, First Trust, Rize)
For context:
* Comared to Indexes: S&P 500 +21%, Nasdaq 100 +26%
* Meanwhile two names ethical investors often screen out - Meta -22%, Palantir -5%
Cyber seams to be a sector overlooked by a lot of values-aligned or impact investors.
Keen to hear where people push back - Have you found other sectors that let you balance personal values & returns, or do you just accept a trade-off?