December 2021 Asset Allocation Update For Risk-Managed Portfolios

December 2021 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 increase due to handoffs from weaker international 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.


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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