September 2021 Asset Allocation Update For Risk-Managed Portfolios

September 2021 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

Will not change, as trends remain positive. Large caps continue to be the strongest, followed by mid and small caps.

International Equities

No change to exposure, as foreign developed equities remain in full uptrends across both the intermediate- and long-term timeframes, albeit weaker than U.S. markets. Emerging markets continue to be in an intermediate-term downtrend and long-term uptrend.

Real Estate

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

U.S. & International Treasuries

Exposure will not change, as the intermediate-term trend continues to be positive in the U.S. while the long-term remains down. International Treasuries remain in full uptrends across both timeframes.

Inflation-Protected Bonds

No change. Exposure will remain slightly overweight, and there are uptrends in both timeframes.

Alternatives

Exposure will not change due to continued downtrends across both timeframes.

Short-Term Fixed Income

Exposure will not change, as trends over both the intermediate- and long-term timeframes remain down.

Jump To Co-Founders' Note

Asset Allocation CEO Update

Jump To: ESG Strategy Summary

View Archive: Asset Allocation Updates

Let's Talk

If you'd like additional details about current asset allocation for a particular risk-managed strategy