February 2023 Asset Allocation Update For Risk-Managed Portfolios

February 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.

U.S. Equities

Exposure will increase, as an intermediate-term uptrend returns. The long-term timeframe remains in a downtrend.

International Equities

Exposure will increase, as both foreign developed and emerging market equities strengthen. Foreign developed equities now have uptrends across both timeframes, while emerging markets have an intermediate-term uptrend coupled with a long-term downtrend.

Real Estate

Exposure will increase from its minimum allocation, as the intermediate-term timeframe moves into an uptrend. The long-term trend remains negative.

U.S. & International Treasuries

Exposure will increase, as U.S. Treasuries join their international counterparts with an intermediate-term uptrend. The long-term trends remain negative.

Inflation-Protected Bonds

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


Exposure will increase, as gold produced a long-term uptrend to join the pre-existing intermediate-term uptrend.

Short-Term Fixed Income

Exposure will decrease, as allocation returns to strengthening assets such as U.S. and international equities, as well as fixed income and gold.

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