November 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
33% equities, which will be up 10% from October and spread across 32 stocks, with 67% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Industrials and healthcare – 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
Consumer discretionary and utilities
Last Month: Best Performers
Energy and industrials
Last Month: Worst Performers
Utilities and consumer discretionary
Jump To: Asset Allocation
View Archive: ESG Summaries
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