October 2022 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
23% equities, which will be down about 20% from September and spread across 19 stocks, with 77% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer discretionary and healthcare sectors – as has been the case for most of this year, the portfolio continues to maintain a tilt toward value-oriented sectors
This Month: Largest % Decreases
Communications and real estate
Last Month: Best Performers
Energy and utilities
Last Month: Worst Performers
Technology and healthcare
Jump To: Asset Allocation
View Archive: ESG Summaries
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