December 2024 Asset Allocation 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 move to underweight due to newly formed downtrends over the intermediate term. Long-term trends remain positive.
Real Estate
Exposure will not change and be at the baseline allocation. Trends over all timeframes remain positive.
U.S. & International Treasuries
Exposure will decrease and remain underweight. The intermediate-term trend continues to be negative among Treasuries of durations greater than three years, both domestically and internationally. The long-term trend has also turned down for international bonds, as well as U.S. long-term bonds.
Inflation-Protected Bonds
Exposure will remain at its minimum due to relative weakness compared to other fixed income segments.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. The largest net allocation remains long bonds followed by long stocks. Commodity exposure remains a meaningful net long allocation.
Short-Term Fixed Income
Exposure will increase as it picks up allocation vacated by weaker fixed-income instruments of higher duration.
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