December 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
96% equities, which is slightly less than the prior month and spread across 74 stocks, with 4% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Communication services and materials
This Month: Largest % Decreases
Utilities and consumer staples
Last Month: Best Performers
Consumer discretionary and financials
Last Month: Worst Performers
Materials and healthcare
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View Archive: ESG Summaries
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