July 2023 ESG Summary For Risk-Managed ESG Strategy
Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
This Month: Asset Allocation
77% equities, which is up from June and spread across 62 stocks, with 23% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer discretionary to a large degree and financials to a lesser degree
This Month: Largest % Decreases
Consumer staples, materials, and communication services
Last Month: Best Performers
Consumer discretionary and industrials
Last Month: Worst Performers
Energy and utilities
Jump To: Asset Allocation
View Archive: ESG Summaries
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