February 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 decrease due to foreign developed equities joining emerging markets in downtrends across both the intermediate- and long-term timeframes.
Real Estate
Exposure will decrease due to an intermediate-term downtrend. Long-term trend remains positive.
U.S. & International Treasuries
Exposure will decrease because the one positively trending segment, long-term U.S. Treasuries, re-entered downtrends across both timeframes. All other segments remain weak and in downtrends.
Inflation-Protected Bonds
Exposure will decrease, as the long-term trend joins the intermediate-term in negative territory.
Alternatives
Exposure will increase slightly, as gold tilted into a positive intermediate-term trend.
Short-Term Fixed Income
Exposure will increase, as this is the last line of defense for all of the equity and fixed income weakness described above.
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