April 2023 Asset Allocation Update For Risk-Managed Portfolios

April 2023 asset allocation changes grid for Blueprint Investment Partners risk-managed global portfolios

Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy.

U.S. Equities

Overall exposure will not change. The intermediate-term timeframe remains in an uptrend, while the long-term timeframe is in a downtrend. Within the asset class, exposure will decrease among small and mid caps and increase for large caps.

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 increase but remain underweight. Intermediate-term trends have turned positive, while the long-term trends remain negative.

Inflation-Protected Bonds

Exposure will increase for the first time in more than a year but remain underweight. The intermediate-term trend has turned positive while the long-term trend is negative.


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 in both timeframes.

Short-Term Fixed Income

Exposure will decrease, as allocations are returned to slightly strengthening U.S. and international Treasuries.

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