September 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
43% equities, which will be higher than August and spread across 35 stocks, with 57% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy and financial – 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
Healthcare and real estate
Last Month: Best Performers
Energy and financials
Last Month: Worst Performers
Technology and healthcare
Jump To: Asset Allocation
View Archive: ESG Summaries
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