July 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
92% equities, which is an increase from the prior month and spread across 76 stocks, with 8% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer discretionary and real estate
This Month: Largest % Decreases
Consumer staples and healthcare
Last Month: Best Performers
Technology and consumer discretionary
Last Month: Worst Performers
Utilities and materials
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View Archive: ESG Summaries
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