October 2023 Asset Allocation Update For Risk-Managed Portfolios
Source: Blueprint Investment Partners
Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy. 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.
U.S. Equities
International Equities
Exposure will decrease and remain underweight. Both foreign developed and emerging market equities continue to experience intermediate-term downtrends. For emerging markets, the long-term trend is now also negative.
Real Estate
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
U.S. & International Treasuries
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Inflation-Protected Bonds
Exposure will not change and is at its minimum allocation due to persistent downtrends across both timeframes.
Alternatives
Exposure will not change, as gold continues to couple an intermediate-term downtrend with a long-term uptrend.
Short-Term Fixed Income
Exposure will increase, as it receives allocations from weaker assets across the spectrum.
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