February 2024 Asset Allocation Update For Risk-Managed Portfolios

February 2024 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 decrease and remain overweight. Trends over all timeframes are positive, but a small portion of exposure will be returned to other strengthening asset classes. Within U.S. equities, exposure will remain skewed toward growth and large caps. Value, mid, and small caps have retained uptrends over all timeframes but remain relatively weaker.

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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