December 2022 Asset Allocation Update For Risk-Managed Portfolios

December 2022 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 as the intermediate-term timeframe moves into an uptrend. The long-term timeframe remains in a downtrend.

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.


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.

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