February 2024 Asset Allocation Update For Risk-Managed Portfolios
Source: Blueprint Investment Partners
Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
U.S. Equities
International Equities
Overall exposure will not change and remain underweight. Foreign developed will increase, taking exposure from weaker emerging market equities, which have resumed downtrends across both timeframes.
Real Estate
Exposure will not change and is at its baseline allocation with uptrends across both timeframes.
U.S. & International Treasuries
Exposure will increase and be at baseline allocations as uptrends persist across both timeframes.
Inflation-Protected Bonds
Exposure will not change due to the relative weakness of the asset class versus nominal Treasuries.
Alternatives
Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as trends in gold remain positive across both timeframes.
Short-Term Fixed Income
Exposure will not change and will remain with longer-duration fixed income instruments.
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