January 2023 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 not change, as foreign developed continues to experience an intermediate-term uptrend; its long-term trend remains negative. Emerging markets remain in downtrends across both timeframes.
Real Estate
Exposure will not change from its minimum allocation, as both the intermediate- and long-term timeframes remain in downtrends.
U.S. & International Treasuries
Exposure will not change, as international Treasuries maintain their intermediate-term uptrend; their long-term trend remains negative. Both timeframes for U.S. Treasuries remains negative.
Inflation-Protected Bonds
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Alternatives
Exposure will not change, as gold continues to have an intermediate-term uptrend, but the long-term timeframe remains in a downtrend.
Short-Term Fixed Income
Exposure will increase, as it takes on exposure from U.S. equities.
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