July 2022 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 both foreign developed and emerging markets remain in downtrends across both timeframes.
Real Estate
Exposure will not change, as both the intermediate- and long-term timeframes remain in downtrends.
U.S. & International Treasuries
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Inflation-Protected Bonds
Exposure will not change and is at its minimum due to downtrends across both timeframes.
Alternatives
Exposure will decrease, as the long-term trend in gold turned negative, joining the intermediate-term trend.
Short-Term Fixed Income
Exposure will increase to its max allocation, as it takes on exposure from gold. It continues to hold exposure vacated in previous months by equities, real estate, and longer-duration fixed income.
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If you'd like additional details about current asset allocation for a particular risk-managed strategy