January 2024 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
92% equities, which is up from the month prior and spread across 80 stocks, with 8% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Healthcare and consumer discretionary
This Month: Largest % Decreases
Consumer staples and materials
Last Month: Best Performers
Real estate and industrials
Last Month: Worst Performers
Energy and consumer staples
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View Archive: ESG Summaries
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