June 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
34% equities, which will be down slightly from May and largely due to weakness in the technology and consumer discretionary sectors – equity exposure will be spread across 33 stocks, with 66% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Industrials and energy – the portfolio continues to shift from growth to more value-oriented names, with the largest sector exposures being consumer staples and industrials
This Month: Largest % Decreases
Consumer discretionary and real estate
Last Month: Best Performers
Energy and utilities
Last Month: Worst Performers
Consumer discretionary and staples
Jump To: Asset Allocation
View Archive: ESG Summaries
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