December 2023 Asset Allocation Update For Risk-Managed Portfolios

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December 2023 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.

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U.S. Equities

Exposure will increase and move to overweight. The intermediate-term trend is now positive, joining the long-term trend. Within the asset class, exposure will remain skewed toward growth and large caps, as value, mid, and small caps regain intermediate-term uptrends but maintain long-term downtrends.

International Equities

Exposure will increase but remain underweight. Both foreign developed and emerging market equities now have intermediate-term uptrends, with long-term trends remaining negative.

Real Estate

Exposure will increase but remain underweight as the intermediate-term trend changes to positive. The long-term trend continues to be negative.

U.S. & International Treasuries

Exposure will increase but remain underweight as the intermediate-term trend changes to positive. The long-term trend continues to be negative.

Inflation-Protected Bonds

Exposure will not change and is at its minimum allocation due to persistent downtrends across both timeframes.

Alternatives

Exposure will not change, as trends in gold remain positive across both timeframes.

Short-Term Fixed Income

Exposure will decrease, as it gives back a large portion of allocations to strengthening assets.

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