December 2021 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 decrease. Emerging markets entered a long-term downtrend, joining the already in-place downtrends over the intermediate-term. Foreign developed equities also entered an intermediate-term downtrend, while the long-term uptrend remains intact.
Real Estate
No change. Exposure is at its baseline allocation, and there are uptrends in both timeframes.
U.S. & International Treasuries
Exposure will increase slightly due to long duration bonds re-entering an intermediate-term uptrend. All other segments of the yield curve, both domestically and internationally, remain weak across multiple timeframes.
Inflation-Protected Bonds
Exposure will not change and uptrends remain intact.
Alternatives
Exposure will not change due to continued downtrends in gold.
Short-Term Fixed Income
Exposure will decrease slightly by returning some of the previous allocation to longer duration bonds.
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