December 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 is up more than 20% from November and spread across 67 stocks, with 36% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Financials and materials – as has been the case for most the year, the portfolio continues to maintain a tilt toward value-oriented sectors
This Month: Largest % Decreases
Energy and healthcare
Last Month: Best Performers
Materials and industrials
Last Month: Worst Performers
Energy and consumer discretionary
Jump To: Asset Allocation
View Archive: ESG Summaries
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