July 2024 Asset Allocation Update For Risk-Managed Portfolios

July 2024 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.

U.S. Equities

Exposure will decrease slightly and remain overweight. Trends over all timeframes are positive, and it remains the strongest equity asset class. The small allocation shift will result in returning exposure to real estate, which has strengthened.

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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