January 2025 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 for the second consecutive month and move further underweight due to newly formed long-term downtrend for foreign developed equities.
Real Estate
Exposure will decrease and move to underweight. The intermediate-term trend is now negative, with the long-term trend remaining positive for now.
U.S. & International Treasuries
Exposure will decrease and move to its minimum allocation. Trends across all timeframes, both domestically and internationally, are now negative.
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 once again as it picks up an additional allocation vacated by weaker fixed-income instruments of higher duration.
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