May 2023 Asset Allocation Update For Risk-Managed Portfolios

May 2023 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.

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U.S. Equities

Overall exposure will increase. The long-term timeframe joins the intermediate-term timeframe in an uptrend for the first time since early 2022. The asset class is overweight due to previously taking on exposure from weakening real estate, and additional exposure is now coming from short-term bonds. Exposure remains skewed toward large caps due to downtrends across both timeframes for small and mid.

International Equities

Exposure will not change. Foreign developed equities continue to experience uptrends across both timeframes, while emerging market equities continue to have downtrends.

Real Estate

Exposure will not change, with downtrends across both timeframes.

U.S. & International Treasuries

Exposure will not change and remain underweight. Intermediate-term trends continue to be positive, while the long-term trends remain negative.

Inflation-Protected Bonds

Exposure will not change and remain underweight. The intermediate-term trend is positive, while the long-term trend remains negative.

Alternatives

Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as the asset class continues to experience uptrends over both timeframes.

Short-Term Fixed Income

Exposure will decrease, as allocations are returned to strengthening U.S. equities.

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