August 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
99% equities, which up from the month prior and spread across 79 stocks, with 1% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy to a large degree and financials to a lesser degree
This Month: Largest % Decreases
Materials and communication services
Last Month: Best Performers
Energy and financials
Last Month: Worst Performers
Although all sectors performed positively for the month, consumer discretionary and healthcare generated the least return
Jump To: Asset Allocation
View Archive: ESG Summaries
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