May 2024 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
86% equities, which is a slight decrease from the prior month and spread across 79 stocks, with 14% allocated to fixed income and cash equivalents
This Month: Largest % Increases
A sizeable increase in consumer staples and a more moderate increase in materials
This Month: Largest % Decreases
Real estate and consumer discretionary
Last Month: Best Performers
Energy and consumer staples
Last Month: Worst Performers
Healthcare and real estate
Jump To: Asset Allocation
View Archive: ESG Summaries
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