August 2024 Asset Allocation Update For Risk-Managed 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
International Equities
Exposure will not change and will stay at the baseline allocation. Trends are positive across all timeframes.
Real Estate
Exposure will increase again due to the long-term trend becoming positive, but the asset class will continue to be underweight due to its relative weakness to U.S. equities.
U.S. & International Treasuries
Among U.S. Treasuries, exposure will again increase slightly as trends improve, but the asset class will remain underweight due to long-term weakness. International Treasuries remain weak and in downtrends across both timeframes.
Inflation-Protected Bonds
Exposure will not change and will remain at its minimum.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. While the largest allocation remains net long equities, the allocation is smaller than this time last month. Net exposure to fixed income and commodities remains tilted toward the short side. For currencies, overall the portfolio is hedged with a slight tilt toward longs.
Short-Term Fixed Income
Exposure will decrease slightly as some of the allocation is returned to modestly strengthening U.S. Treasuries.
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