July 2024 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
Exposure will not change and will stay at the baseline allocation. Trends are positive across all timeframes.
Real Estate
Exposure will increase marginally but continue to be underweight as the intermediate-term trend shifts to positive.
U.S. & International Treasuries
Exposure will increase slightly but remain underweight as trends improve.
Inflation-Protected Bonds
Exposure will not change and will remain at its minimum.
Alternatives
Exposure will continue to be expressed through a multi-asset alternative ETF. The current allocation is long equities, short fixed income, and slightly short commodities. Within currency markets, it is net short the U.S. Dollar, as well as long both the British Pound and Swiss Franc versus other global currencies.
Short-Term Fixed Income
Exposure will decrease slightly as some of the allocation is returned to modestly strengthening U.S. Treasuries.
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