November 2021 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
98% equities, which will be slightly higher than October and spread across 66 stocks, with 2% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Materials and financials
This Month: Largest % Decreases
Industrials and utilities
Last Month: Best Performers
Energy and consumer discretionary – 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 staples and pharma
Jump To: Asset Allocation
View Archive: ESG Summaries
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