February 2022 Asset Allocation Update For Risk-Managed Portfolios

February 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 decrease due to the emergence of an intermediate-term downtrend. The long-term uptrend remains intact across all segments except small caps, which are now in a long-term downtrend.

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.


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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