January 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
94% equities, which will be higher than December – despite a spike in volatility early in the month, equity exposure will increase due to continued strength in the individual stocks held in the portfolio, which will be spread across 69 stocks, with 6% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Real estate and consumer staples
This Month: Largest % Decreases
Tech and industrials
Last Month: Best Performers
Consumer staples and healthcare – with rising trends in U.S. equity markets persisting, the Strategy continues to benefit from its large-cap focused exposure
Last Month: Worst Performers
Consumer discretionary and energy
Jump To: Asset Allocation
View Archive: ESG Summaries
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