April 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
64% equities, which will be 15% higher than March and spread across 41 stocks, with 36% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Utilities and industrials
This Month: Largest % Decreases
Consumer discretionary and staples
Last Month: Best Performers
Energy and utility sectors
Last Month: Worst Performers
Financials and consumer staples, though both were positive for the month –the recent shift from growth to more value-oriented names generated higher allocations to financials, which now has the second largest sector exposure
Jump To: Asset Allocation
View Archive: ESG Summaries
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