August 2023 Asset Allocation Update For Risk-Managed Portfolios

August 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

Exposure will decrease. While both the intermediate- and long-term timeframes remain in uptrends, a portion will be returned to real estate due to it strengthening slightly. Within the asset class, exposure remains skewed toward growth and large caps, which are stronger than value, small caps, and mid caps.

International Equities

Overall exposure will not change. Foreign developed equities continue to experience uptrends across both timeframes, but the asset class will return to baseline allocation due to returning a portion to emerging markets, which are experiencing uptrends across both timeframes for the first time in more than 18 months.

Real Estate

Exposure will increase, as the asset class now has an intermediate-term uptrend. The long-term trend remains negative.

U.S. & International Treasuries

Exposure will increase slightly but remain underweight. International bonds picked up an intermediate-term uptrend, but all other segments and trends remain negative.

Inflation-Protected Bonds

Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.


Exposure will increase to baseline allocation due to the emergence of an intermediate-term uptrend.

Short-Term Fixed Income

Exposure will decrease, as it is handed back to other strengthening segments.

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