April 2024 Asset Allocation Update For Risk-Managed 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
International Equities
Exposure will not change and remain underweight overall. Trends are positive across all timeframes but the segment is weaker than its U.S. counterparts.
Real Estate
Exposure will not change and will be at its baseline allocation, with uptrends across both timeframes.
U.S. & International Treasuries
Exposure will not change and remains underweight. Trends are mixed, with intermediate-term trends generally negative and long-term trends generally positive.
Inflation-Protected Bonds
Exposure will not change due to the relative weakness of the asset class versus nominal Treasuries.
Alternatives
Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as trends in gold remain positive across both timeframes.
Short-Term Fixed Income
Exposure will not change as it maintains exposure previously vacated by longer-duration fixed income instruments.
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