December 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
87% equities, which will be down from November due to weakness in value-oriented sectors – equity exposure will be spread across 63 stocks, with 13% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Materials and consumer discretionary
This Month: Largest % Decreases
Energy and utilities
Last Month: Best Performers
Tech and consumer discretionary – the Strategy continues to benefit from the persistent trends in large-cap
Last Month: Worst Performers
Financials and pharma
Jump To: Asset Allocation
View Archive: ESG Summaries
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