November 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
98% equities, which is slightly less than the prior month and spread across 78 stocks, with 2% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Real estate, as well as consumer discretionary and communication services
This Month: Largest % Decreases
Energy and healthcare
Last Month: Best Performers
Technology and financials
Last Month: Worst Performers
Materials and healthcare
Jump To: Asset Allocation
View Archive: ESG Summaries
Let's Talk
If you’d like to learn more about our risk-managed U.S. ESG Strategy