December 2022 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 increase from its minimum allocation, as foreign developed experiences an intermediate-term uptrend; the long-term trend remains negative. Emerging markets remain in downtrends across both timeframes.
Real Estate
Exposure will not change from its minimum allocation, as both the intermediate- and long-term timeframes remain in downtrends.
U.S. & International Treasuries
Exposure will increase, as international Treasuries experience an intermediate-term uptrend; the long-term trend remains negative. Both timeframes for U.S. Treasuries remains negative as well.
Inflation-Protected Bonds
Exposure will not change and is at its minimum due to downtrends across both timeframes.
Alternatives
Exposure will increase, as gold now has an intermediate-term uptrend. The long-term timeframe continues to be in a downtrend.
Short-Term Fixed Income
Exposure will decrease, as it gives back exposure to strengthening trends in U.S. equities, international equities, international Treasuries, and gold.
Asset Allocation CEO Update
Jump To: ESG Strategy Summary
View Archive: Asset Allocation Updates
Let's Talk
If you'd like additional details about current asset allocation for a particular risk-managed strategy