February 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 and move further underweight. Trends are now negative across all timeframes for both foreign developed and emerging markets.
Real Estate
Exposure will not change and remain underweight. The intermediate-term trend is negative, with the long-term trend remaining positive for now.
U.S. & International Treasuries
Exposure will not change and remain at its minimum allocation. Trends across all timeframes, both domestically and internationally, are negative.
Inflation-Protected Bonds
Exposure will remain at its minimum due to a combination of downtrends and 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 while currencies are now materially net short.
Short-Term Fixed Income
Exposure will not change and remain overweight as it continues to take on additional allocation vacated by weaker fixed-income instruments of higher duration.
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