January 2022 Asset Allocation Update For Risk-Managed Portfolios

January 2022 asset allocation changes grid for Blueprint Investment Partners risk-managed global 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

No change, as uptrends remain across multiple timeframes.

International Equities

Exposure will not change. Emerging markets remain in downtrends across multiple timeframes. Foreign developed equities continue to have an intermediate-term downtrend, and the long-term uptrend is weakening but remains intact for now.

Real Estate

No change. Exposure is at its baseline allocation, and there are uptrends in both timeframes.

U.S. & International Treasuries

Exposure will increase slightly due to long-duration bonds re-entering a long-term uptrend. All other segments of the yield curve, both domestically and internationally, remain weak across multiple timeframes.

Inflation-Protected Bonds

Exposure will decrease, as an intermediate-term downtrend has developed. The long-term uptrend remains intact.

Alternatives

No change due to continued downtrends in gold.

Short-Term Fixed Income

Exposure will increase slightly by taking on a portion of the exposure vacated by inflation-protected bonds.

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Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.