December 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 increase but remain underweight. Both foreign developed and emerging market equities now have intermediate-term uptrends, with long-term trends remaining negative.
Real Estate
Exposure will increase but remain underweight as the intermediate-term trend changes to positive. The long-term trend continues to be negative.
U.S. & International Treasuries
Exposure will increase but remain underweight as the intermediate-term trend changes to positive. The long-term trend continues to be negative.
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 trends in gold remain positive across both timeframes.
Short-Term Fixed Income
Exposure will decrease, as it gives back a large portion of allocations to strengthening assets.
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