July 2023 Asset Allocation Update For Risk-Managed Portfolios

July 2023 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 not change. Both the intermediate-term and long-term timeframes remain in uptrends, and the asset class continues to be overweight due to taking on exposure from weaker real estate earlier this year. Within the asset class, exposure remains skewed toward growth and large caps, which are stronger than value, small caps, and mid caps.

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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