July 2023 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. Foreign developed equities continue to experience uptrends across both timeframes, but will give a portion of its overweight exposure back to emerging markets, which are now experiencing an intermediate-term uptrend.
Real Estate
Exposure will not change, as there are downtrends across both timeframes.
U.S. & International Treasuries
Exposure will not change and remains underweight. Both U.S. and international bonds have downtrends across both timeframes.
Inflation-Protected Bonds
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Alternatives
Exposure will decrease due to the emergence of an intermediate-term downtrend. The vacated exposure will be handed off to short-term fixed income.
Short-Term Fixed Income
Exposure will increase due to receiving exposure from gold. Short-term fixed income also continues to hold allocations previously received from weaker U.S., international, and inflation-protected bonds.
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